“Payment Process Review” All EN Payments Call August 25, 2015

Agenda Payments Process Overview SAM Registration Payment Request Process Summary of Changes Available Resources Q & A 2

Payment Process Overview Check Ticket Assignability Complete IWP or IPE Assign Ticket or Open a Case Assist the beneficiary to Trial Work Level (TWL) or Substantial Gainful Activity (SGA) Submit Payment Request E-PAY 3 Check Payment Request Status

System for Award Management (SAM) Registration 4

SAM Profile Renew SAM registration annually at ENs must review their account information periodically and report any profile changes immediately. Social Security/ US Treasury cannot make payments to an Employment Network (EN) if the SAM profile is not active or banking information is not current. SSA will notify an EN if payments are held because its SAM registration has expired. It is the EN’s responsibility to ensure that its SAM registration is current. 5

Requesting Payments 6

Requesting Payments using the Ticket Portal Only one claim month can be entered at a time because each payment request automatically creates a work case in SSA’s system. Only evidentiary payment requests are allowed. 7

Evidentiary Request Primary evidence o Pay stubs o Earnings statements prepared and signed by employer o The Work Number report 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 8

9 Click on ‘Request a Payment by SSN’

Requesting a payment from the Actions Menu 10

11 Completing a Payment Request 1.Enter the claim month. 2.Select a Payment Method Type 3. Add earnings and Add a note if needed

Enter Earnings Must complete all fields marked with an asterisk (*) Limit of 25 earnings per request No need to enter earnings more than once 12

Review and Verify the earnings When you click on the ‘Submit’ button you are automatically creating a case in SSA’s system. A fax cover sheet is automatically generated to associate your earnings evidence with the payment request you created in the Ticket Portal 13

Fax Cover Sheet If you entered earnings on the previous page or manually checked the box to create a fax coversheet, you will be taken to this page. Save a copy of the cover sheet. 14

Retrieving the Payment Request Form

Completing the Payment Request Form Fax: Address: P.O. Box 1433 Alexandria, VA Must submit fully completed form 16

Checking Payment Status 17

Ticket Portal – Payment Status Options There are two options to view payment status from the Payments section of the Main Menu. 1.“View payments already made to me” Includes all payments that are closed. Includes both paid and denied requests. 2.“View all pending payments for me” Includes all payments that are still open. Pending payments will include all payments that have not been sent to the Treasury yet. 18

Two Payment Status Reports 19

Manual Payment Request Review Checking the Status of a Payment Request o Send an encrypted request to kettowork.com kettowork.com o Include DUNS #, SSN, claim month(s) o Payment Help Desk Option 1 o Allow 5 or more business days for a response 20

Summary of Changes in

Changes 1.QBER report was eliminated in January The Ticket Portal was launched on June 15, The Secure Provider Portal and Interactive Voice Response system were discontinued as of July 1, Certification Payment Requests (including Self Employment Income) were discontinued as of August 3, Traditional e-Pay processes UAP, WIB, NYESS, VREN were discontinued in July 2015 and replaced with the extended E-PAY process beginning August 10, 2015.

Available Resources 23

OSM Website Resources The Portal Information Center o Upcoming Events o Training o Resource Documents Ticket to Work Home: om/web/ttw/home om/web/ttw/home 24

Ticket Portal Training and Resources Ticket Portal Orientation self-paced module o A great way to get started o Highly recommended that you work your way through the simulation/module before you enter the Ticket Portal Ticket Portal User Guide o A resource to have at your finger tips when using the Ticket Portal o The reference to consult before contacting us with a question Information on how to access the Training and Resources site was included in the Welcome letter you received with confirmation of your completed enrollment in the Ticket Portal. 25

OSM Phone Resources Technical Assistance Monday – Friday 9am – 5pm EST Toll Free: Option 1: Payments Help Desk Option 2: Systems Support Desk Manual Processes FAX: TDD:

Questions? 27