All EN Payments Call July 28, 2015 Operations Support Manager Social Security’s Ticket to Work Program

Agenda Welcome Key Portal Process Review Non-Portal Process Review Outreach requests for Information Common Reasons for Denials E-Pay Update Questions 2

Key Portal Process Review 3

Currently Assigned to MeFormerly Assigned to Me 4 Key Portal Process Review List Beneficiaries Assigned to Me and Formerly Assigned to Me

Key Portal Process Review When submitting Payment Requests, look for the “Important Information” box 5

6 Generating an Additional Fax Coversheet 1.From the Main Menu click on “View Pending Payments for Me” 2. Locate the payment request and click on “Actions” for that work case 3.Select ‘Fax additional information’ to create a new fax coversheet 4.Select a document type to send. 5.Save and/or print the fax coversheet. 6. Fax in the documents as soon as possible Key Portal Process Review

7 Show Fax Status 1.From the Actions Screen, choose “Show Fax Status” 2.Fax Status screen displays all faxes generated in the Ticket Portal for that specific pending payment. Date fax requested Name of fax requester Fax Receipt Date Document Type It does not show the status of faxes sent to OSM. Key Portal Process Review

Ticket Portal – Payment Status There are two options to view payment status from the Payments section of the Main Menu. 1.“View payments already made to me” o Includes all payments that are closed. o Includes both paid and denied requests. 2.“View all pending payments for me” o Includes all payments that are still open. o Pending payments will include all payments that have not been sent to the Treasury yet. 8 Key Portal Process Review

Downloading Payment Status Reports 9

Non-Portal Process Review 10

Non-Portal Process Review Processes that cannot be submitted through the Portal: Split Payment Responses SSA 1401 Split Payment Request (can be submitted with existing payment request – see slide 6) Service Records Acknowledgement of Split Agreement Decision Manual Payment Request Forms 11

Submitting Manual Payment Request Forms Must include fully completed form Fax: Mail: Ticket to Work P.O. Box 1433 Alexandria, VA How to Request Status of a Manual Request Send an encrypted request to Include DUNS #, SSN, claim month(s) Allow 5 or more business days for a response 12

Outreach Requests for Information 13

Outreach Requests for Information 14 SUBJECT: TTWP Urgent Request for Documents - DUNS # WORK CASE(S) Good morning/Afternoon, While processing a payment request, the Payment Specialist determined that the information/documentation listed below is missing. We ask that you please submit it as soon as possible so we can continue processing the payment request. Missing information/document: Work Number Earnings is insufficient for Outcome claim months 3/15 and 4/15. Missing pay period ending dates, pay dates, and net earnings. For payment consideration submit primary evidence of earnings or an EN Supplemental Earnings Statement. How to submit the documents using the Ticket Portal: 1. From the Main Menu click on “View Pending Payments for Me” 2. Locate the payment request and click on “Actions” for that work case 3. Select ‘Fax additional documents’ to create a new fax coversheet 4. Save and/or print the fax coversheet. 4. Fax in the documents as soon as possible Sent when information is needed to complete processing of your payment request. The Payment Request is placed in Diary status and viewable via the Pending Payments for me screen. Diaries will expire in 9 business days and the work case will be denied. Please respond to these requests as soon as possible.

Common Reasons for Denials 15

16 Payment Denials FY 2014 Total Denials FY 2014: 31,451

Recognize a Prior Earnings Denial month Lookback Tool (applies to tickets assigned 07/21/2008 and after)

Avoiding a Denial Due to Earnings Amounts That Do Not Meet Criteria for Payment Monthly Earnings Estimator 18

Recognizing a Phase 1 Denial due to Successfully Closed Case Ask about any prior State VR agency services Check the Ticket Portal for ticket history State VR agencies can function as a referral source This rule only applies to situations where the VR has submitted a successful closure status dated 2002 or after. 19

How to Avoid Denials General Info Request previous pay stubs or employer earnings statements as either part of the intake process or once the ticket is assigned. This will give an EN an idea of which, if any, milestones to submit. Check the Ticket Portal for Ticket Status VR closure status if previously assigned to a VR. 20

21 E-Pay Update The new e-Pay process will begin at the end of July! Will replace all existing e-Pay processes. June was the last run of the current e-Pay processes UAP, WIB, NYESS, and VREN. No sign up is required. All active tickets will be considered. Once per month we will check the system for earnings and create a file of all beneficiaries qualifying you for a payment. We will analyze each case and make daily payments throughout the month as appropriate. Since E-PAY will be available to all Ens, there is no need for certification payment requests.

Questions and Answers 22