“End of Year Review”
All EN Payments Call
12-02-2014
Topics
• Payments Basics
• Payment Request Process
• Universal Auto Pay
• Available Resources
• Q&A
2
Payment Process
Check Ticket
Assignability
Submit Payment
Request Form
Complete Individual
Work Plan (IWP)
Be sure to include
Certification of Services
when applicable
(P1M4, P2M11, Out11 and Out22 only)
Assist the beneficiary to
TWL
or SGA
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
o
o
o
Phase 1 Milestone 4
Phase 2 Milestone 11
Outcome 11
Outcome 22
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Payments Basics
5
Payment Method Comparisons
Outcome Only
Milestone/Outcome
• EN provides the services
needed
• EN provides the services
needed
• Beneficiary must reach a
consistent earnings level of
SGA and stop receiving
Federal cash benefits
• Beneficiary reaches certain
TWL earnings with Federal
cash benefits
• EN can receive Outcome
payments
• 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
Payment
Type
Outcome
Beneficiary Earnings Required After
Ticket Assignment
Earnings sufficient for “zero” cash
benefits status
Total of Outcome Payments Available
SSI Ticket
Holder
SSDI Ticket
Holder
Up to 60
payments of
$436/Month
Up to 36
payments of
$758/Month
$26,160
$27,288
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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
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Phase I Milestones
Milestone
Beneficiary Earnings Required
SSI Ticket
Holder
Payment
SSDI Ticket
Holder
Payment
1
$770/month for 1 month
$1,357
$1,357
2
$770/month for 3 of the past 6 months
$1,357
$1,357
3
$770/month for 6 of the past 12 months
$1,357
$1,357
4
$770/month for 9 of the past 18 months
$1,357
$1,357
Phase 1 Totals Possible
$5,428
$5,428
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Phase II Milestones
• Ticket Holder reaches SGA but still receives Federal
cash benefits
• Based on single calendar months
Milestone
Beneficiary Earnings Required
1
Gross earnings at or above $1,070/
month non-blind OR gross earnings at or
above $1,800/month for blind
Total Phase 2 Milestone Payments
Possible
SSI Ticket
Holder
Payment
$234/month up
to 18 months
SSDI Ticket
Holder
Payment
$407/month up
to 11 months
$4,212
$4,477
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Outcome Payments
• Zero Federal cash benefit status
Beneficiary Earnings Required
Gross earnings at or above $1,070/
month non-blind OR
Gross earnings at or above
$1,800/month for blind AND
Zero Cash Benefits
Total Outcome Payments Possible
SSI Ticket
Holder
Payment
$234/month up
to 60 months
SSDI Ticket
Holder
Payment
$407/month up
to 36 months
$14,040
$14,652
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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
12
When are Phase 1 Milestones Not Available?
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.
Jan
Feb
Mar
Apr
May
Jun
Jul
Earnings
month
Ticket
Assignment
Month
3. Phase 1 Milestone 3 Payment:
TWL achieved in 6 of 12 months prior
to Ticket assignment.
Earnings
months
Ticket
Assignment
Month
Ticket
Assigned
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
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Display Available Milestone Payments
Available Milestone
payments are
shown
15
Milestone Reconciliation Payment
• Beneficiary enters Outcome phase before EN
receives their Milestone payments
• Receive Milestone Reconciliation Payment
Outcome Payments
1
2
3
4
5
6
7
8
9
10
11
12
Milestone
Reconciliation
Payment
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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
o
o
o
o
Beginning and ending dates of the pay period
Pay date
Gross earnings for the claimed month
Year-to-date gross earnings
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
Indicate bank
account status
Indicate payment
method ticket
assigned under
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How to Submit EN Payment Request Form
23
Other Portal Resources
24
EN Payment Status Report
• If no payment or denial after 30 days, contact the
Payment Help Desk for more information.
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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
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
• Complete and submit
the Universal AutoPay Request Form
29
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
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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 11
o Outcome 22
31
Available Resources
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OSM Website Resources
• The Portal
• Information Center
• Upcoming Events
• Training
• Resource Documents
• Ticket to Work Home:
https://yourtickettowork.c
om/web/ttw/home
33
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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