“End of Year Review”

All EN Payments Call 12-02-2014

Topics

• Payments Basics

• Payment Request Process

• Universal Auto Pay

• Available Resources

• Q & A

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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

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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 4o Phase 2 Milestone 11o Outcome 11o Outcome 22

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Payments Basics

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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

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Outcome-Only Payment Method

• No payments untilo 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

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Milestone/Outcome Payment Method

• Payments can occur while beneficiary continues to receive Federal cash benefits

• Payment typeso Phase I Milestoneo Phase II Milestoneo Outcome

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Phase I Milestones

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Phase II Milestones

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• Ticket Holder reaches SGA but still receives Federal cash benefits

• Based on single calendar months

Outcome Payments

• Zero Federal cash benefit status

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Exclusions

• Prior Earnings Rule• 18 Month Look Back Tool

• State Vocational Rehabilitation Involvement• Cost Reimbursement Payment to same VR• Successful Closure

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When are Phase 1 Milestones Not Available?

Ticket Assignment

Month

Earnings month

AprilMay

June

Jan FebFeb Mar AprApr MayMay Jun JulJul

Ticket Assigned

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.

Earnings

months

Ticket Assignment

Month

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18 Month Lookback Tool Web Access

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Display Available Milestone Payments

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Available Milestone payments are

shown

Available Milestone payments are

shown

Milestone Reconciliation Payment

• Beneficiary enters Outcome phase before EN receives their Milestone payments

• Receive Milestone Reconciliation Payment

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11 22 33 44 55 66 77 88 99 1010 1111 1212

Outcome Payments

Milestone Reconciliation

Payment

Milestone Reconciliation

Payment

Payment Request Form

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When to Request a Payment

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Types of Payment Requests

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Evidentiary Request

• Primary evidenceo Pay stubso Earnings statements prepared and signed by employero The Work Number

• Must include:o Beginning and ending dates of the pay periodo Pay dateo Gross earnings for the claimed montho Year-to-date gross earningso Withholdings

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Certification Request Payment Option

• Secondary earnings informationo Recent dated contact

• Type of contact• Date of contact• Description of the information you learned regarding the

beneficiary’s earnings levelo 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

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Payment Request Form

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Indicate bank account statusIndicate bank account status

Indicate payment method ticket

assigned under

Indicate payment method ticket

assigned under

How to Submit EN Payment Request Form

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Other Portal Resources

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EN Payment Status Report

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• If no payment or denial after 30 days, contact the Payment Help Desk for more information.

Universal Auto Pay

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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

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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

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Sign-up Process

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• Complete and submit the Universal Auto-Pay Request Form

Payments

• Universal Auto-Pay covers all Outcome paymentso Outcome 1 must be requestedo Outcomes 2 and up are automatic

• Outcomes 1 – 12 o Received first week of fourth month following claim montho Claim month of April will provide payment in August

• Outcomes 13 + o Received first week following the claim montho Claim month of July will provide payment in August

• Catch-up payment

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Certification of Services

• Ensures Ticket Holders are receiving the services specified in the IWP or IWP Addendum

• Must be submitted for:o Outcome 11o Outcome 22

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Available Resources

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OSM Website Resources

• The Portal• Information Center

• Upcoming Events• Training• Resource Documents

• Ticket to Work Home: https://yourtickettowork.com/web/ttw/home

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OSM Phone Resources

•Technical Assistance

•Toll Free: 1.866.949.3687

•Option 1: Ticket Assignability IVR system

•Option 2: Payment and Systems Help Desks

•FAX: 703.893.4020

•TDD: 1.866.833.2967

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Questions?

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