“End of Year Review” All EN Payments Call

Topics Payments Basics Payment Request Process Universal Auto Pay Available Resources Q & A 2

Payment Process Check Ticket Assignability Complete Individual Work Plan (IWP) Assist the beneficiary to TWL or SGA Submit Payment Request Form Be sure to include Certification of Services when applicable (P1M4, P2M11, Out11 and Out22 only) Consider Universal Auto Pay 3

Certification of Services Ensures Ticket Holders are receiving the services specified in the IWP or IWP Addendum Should be submitted for: o Phase 1 Milestone 4 o Phase 2 Milestone 11 o Outcome 11 o Outcome 22 4

Payments Basics 5

Payment Method Comparisons Outcome Only EN provides the services needed Beneficiary must reach a consistent earnings level of SGA and stop receiving Federal cash benefits EN can receive Outcome payments Milestone/Outcome EN provides the services needed Beneficiary reaches certain TWL earnings with Federal cash benefits Milestone payments while beneficiary receives benefits EN can receive Outcome payments 6

Outcome-Only Payment Method No payments until o Beneficiary reaches gross SGA ($1,070/month non-blind; $1,800 blind or visually impaired for 2014) o Beneficiary stops receiving Federal cash benefits due to work earnings 7

Milestone/Outcome Payment Method Payments can occur while beneficiary continues to receive Federal cash benefits Payment types o Phase I Milestone o Phase II Milestone o Outcome 8

Phase I Milestones 9

Phase II Milestones 10 Ticket Holder reaches SGA but still receives Federal cash benefits Based on single calendar months

Outcome Payments Zero Federal cash benefit status 11

Exclusions Prior Earnings Rule 18 Month Look Back Tool State Vocational Rehabilitation Involvement Cost Reimbursement Payment to same VR Successful Closure 12

When are Phase 1 Milestones Not Available? Ticket Assignment Month Earnings month April May June Jan Feb Mar Apr May Jun Jul Ticket Assigned 1.Phase 1 Milestone 1 Payment: TWL achieved in month prior to Ticket assignment. 2. Phase 1 Milestone 2 Payment: TWL achieved in 3 of 6 months prior to Ticket assignment. 3. Phase 1 Milestone 3 Payment: TWL achieved in 6 of 12 months prior to Ticket assignment. Earnings months Ticket Assignment Month 4. Phase 1 Milestone 4 Payment: TWL achieved in 6 of 12 months prior to Ticket assignment. Earning s months Ticket Assignment Month 13

18 Month Lookback Tool Web Access 14

Display Available Milestone Payments 15 Available Milestone payments are shown

Milestone Reconciliation Payment Beneficiary enters Outcome phase before EN receives their Milestone payments Receive Milestone Reconciliation Payment Outcome Payments Milestone Reconciliation Payment

Payment Request Form 17

When to Request a Payment 18

Types of Payment Requests 19

Evidentiary Request Primary evidence o Pay stubs o Earnings statements prepared and signed by employer o The Work Number Must include: o Beginning and ending dates of the pay period o Pay date o Gross earnings for the claimed month o Year-to-date gross earnings o Withholdings 20

Certification Request Payment Option Secondary earnings information o Recent dated contact Type of contact Date of contact Description of the information you learned regarding the beneficiary’s earnings level o Earnings Inquiry Request Response replaced by the Quarterly Beneficiary Earnings Record (QBER) or Earnings Alert* o National Directory of New Hires data or Unemployment Compensation Insurance Record* o Self Employment Income Form Signed repayment agreement 21

Payment Request Form 22 Indicate bank account status Indicate payment method ticket assigned under

How to Submit EN Payment Request Form 23

Other Portal Resources 24

EN Payment Status Report 25 If no payment or denial after 30 days, contact the Payment Help Desk for more information.

Universal Auto Pay 26

What is Universal Auto-Pay? An automated system for paying ENs’ Outcome Payment claims. All beneficiaries are included Outcomes 1 – 12 Outcomes 13 and up 27

Universal Auto-Pay Sign-up Process Make sure you are eligible: o Current contract with Social Security o In good standing with Social Security o 5 or more tickets assigned o Not overpaid, or able to pay back overpayments o Signed repayment agreement 28

Sign-up Process 29 Complete and submit the Universal Auto- Pay Request Form

Payments Universal Auto-Pay covers all Outcome payments o Outcome 1 must be requested o Outcomes 2 and up are automatic Outcomes 1 – 12 o Received first week of fourth month following claim month o Claim month of April will provide payment in August Outcomes 13 + o Received first week following the claim month o Claim month of July will provide payment in August Catch-up payment 30

Certification of Services Ensures Ticket Holders are receiving the services specified in the IWP or IWP Addendum Must be submitted for: o Outcome 11 o Outcome 22 31

Available Resources 32

OSM Website Resources The Portal Information Center Upcoming Events Training Resource Documents Ticket to Work Home: om/web/ttw/home om/web/ttw/home 33

OSM Phone Resources Technical Assistance Toll Free: Option 1: Ticket Assignability IVR system Option 2: Payment and Systems Help Desks FAX: TDD:

Questions? 35