All EN Payments Call June 30, 2015 Operations Support Manager Social Security’s Ticket to Work Program

Agenda Welcome The New Ticket Portal Update E-Pay Update Questions 2

Ticket Portal Key Dates (June) June 2015 SunMonTueWedThuFriSat What You Can Expect Message Ticket Portal Implementation 16 Cutoff Current Portal Transactions (Queries and reports available through 6/20) 17 Orientation Session Systems Release: Scheduled Downtime Begins 6:00pm ET 20 Systems Release: Scheduled Downtime All Day 21 Systems Release: Scheduled Downtime Ends 8:00pm ET Orientation Session **Cutoff Current Portal and IVR Completely *** Reminders: Please check your inbox regularly for important communications and invitations to training opportunities. Portal Hours of Operation: Monday through Saturday 5:00am through 11:59pm ET and Sunday 8:00am through 11:59pm ET.

Ticket Portal Key Dates (July) July 2015 SunMonTueWedThuFriSat 1 Orientation Session Ticket Training Tuesdays: Ticket Assignment 8 Orientation Session Ticket Training Tuesdays: Payment Processing 15 Orientation Session Ticket Training Tuesdays: Timely Progress Reviews 22 Orientation Session Orientation Session Reminder: Orientation and training are great forums to get answers.

Ticket Portal Process Efficiencies FunctionPortalTurnaround Time Manual ProcessTurnaround Time Check AssignabilityEnter SSN< 1 minuteHave beneficiary contact Ticket Helpline Fax or Mail SSN(s) to OSM for a limited time Fax: n/a 7 days Single Ticket Assignment Enter SSN, Full Name, and Date < 1 minuteFax IWP or IPE Fax: days from receipt Batch Ticket Assignment Upload.csv file< 1 minute on average Upload to Move IT for a limited time7 days from receipt Creating a Payment Request Enter SSN, Claim Month and payment type Workcase is created in SSA’s system when you hit “submit” InstantlyFax or Mail the payment request with a fully completed EN payment request form Workcase is created after your fax is downloaded to one system, uploaded to another and is prioritized based on receipt date Fax: days from receipt to create the work case. 30 days for processing Timely Progress Review (TPR) Select beneficiary with pending TPR and provide assistance InstantlyFax or SSA-1375 to OSM (If beneficiary requests assistance) Fax: days Reports: -Current Ticket Assignments -Payment Status Report -Pending TPRs All data is real-timeInstantlyYou will have to keep your own recordsn/a

Manually submitting the PR Form Fax: Address: Ticket to Work P.O. Box 1433 Alexandria, VA Must include fully completed form Must keep own status of payments 6

6/20 Ticket Portal Release Enhancements to the Payments section Automatic check for earnings and new messages Fax Additional documents feature Fax Status screen 7

Automatic check for earnings and new messages The Ticket Portal checks to see if there are sufficient earnings in SSA’s records each time a payment request is initiated. If there are sufficient earnings you do not need to provide evidence. In this example, earnings at SGA or above were not found for the claim month. You must add earnings by clicking the ‘Yes’ button under “Add earnings?” 8.

9 Automatic check for earnings and new messages The Portal now checks to see if there are sufficient earnings in SSA’s records each time a payment request is initiated. If there are sufficient earnings you do not need to provide evidence. In this example, enough TWL earnings were found for the claim month. No further action is needed. Click Submit to create the request.

10 Automatic check for earnings and new messages The Portal now checks to see if there are sufficient earnings in SSA’s records each time a payment request is initiated. If there are sufficient earnings you do not need to provide evidence. In this example, the system determined that a payment has already been made for the claim month selected and it won’t allow you to submit it again. Click “Close” and Access the ‘View Pending Payments for Me’ screen to review payment history for this SSN.

11 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

12 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.

6/20 Release: Payments Enhancements Automatic check for earnings and new messages o Earnings have been proven o No earnings found o Claim has already been paid Fax Additional documents feature Fax Status screen 13

ePay Update The new ePay process will begin at the end of July! June will be the last run of the quarterly process. Will replace the quarterly ePay process. 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 we are offering everyone e-Pay, we may eliminate certification payments as an option. This is still under consideration. 14

Questions and Answers 15