Title: The Ticket To Work Employment Network EN Payment Overview
1The Ticket To WorkEmployment Network (EN)
Payment Overview
Ticket Training Tuesdays
Nov-09
2Agenda
-
- Part I
- Payment Methods
- Process for Requesting EN Payment
- Part II
- Milestone Exclusions
3Part I
-
- Employment Network (EN)
- Payment Methods
-
4How Do ENs Get Paid under the Ticket Program ?
- Two Payment Methods for ENs
- Milestone/Outcome
- Outcome
5Whats the Difference?
- Milestone / Outcome Method
- ENs can receive payments for Ticket-Holder work
while they are still receiving benefits
(Milestones) AND after their benefits stop
(Outcomes). - Outcome Method
- ENs receive payments only after the
Ticket-holders benefits have stopped.
6How Much Can AN EN Receive ?
- Maximum Ticket Value
- SSDI SSI
- Milestone / Outcome
- Phase 1 Milestones 4,844 4,844
- Phase 2 Milestones 3,993 3,726
- Outcomes 13,068 12,420
- Total 21,905 20,990
- Outcome 24,336 23,160
7Which Payment System Is Best for Me ?
- Depends on EN Business Model.
- For beneficiaries with low probability of
sustained Substantial Gainful Activity
(SGA)-level earnings - gt Milestone / Outcome Method
- For beneficiaries with a higher probability of
sustained SGA-level earnings - gt Outcome Method
8What If I Change My Mind ?
- ENs can change their Payment Method once each
calendar year. - Changes affect only new Ticket assignments.
9Phase 1 Milestones
- Consists of four possible Milestone payments
- Earnings are based on Trial Work Levels (TWL) of
700 and not SGA - Milestones must be paid in sequence, e.g.
available Phase 1 Milestones before Phase 2
Milestones even if work attained for Phase 1
Milestones is over SGA
10Phase 1 Milestones (continued)
- The first Milestone is attained once the
beneficiary has worked one calendar month at 50
of the Trial Work Level amount - The second Milestone is attained once the
beneficiary has worked 3 months within a 6 month
period at Trial Work Level amounts
11Phase 1 Milestones (continued)
- The third Milestone is attained once the
beneficiary has worked 6 months within a 12 month
period at Trial Work Level amounts - The fourth Milestone is attained once the
beneficiary has worked 9 months within a 18 month
period at Trial Work Level amounts - Certification of Services Needed
- http//www.yourtickettowork.com/selftraining/CertS
tatement060109.doc
12Phase 2 Milestones
- Begins once all eligible Phase 1 Milestones are
paid - Any month after all Phase 1 payments have been
made in which the beneficiary demonstrates SGA
and is receiving cash benefits - There are 11 possible Phase 2 Milestones for
Social Security Disability Insurance (SSDI) and
Concurrent beneficiaries - There are 18 possible Phase 2 Milestones for
Supplemental Security Income (SSI) beneficiaries
13Outcome Payments
- Payments to an EN or State VR Agency (acting as
an EN) when the beneficiary has earnings equal to
or greater than SGA and is no longer receiving
cash benefits. - ENs and State VR Agencies (acting as ENs)
servicing SSDI and Concurrent beneficiaries may
receive up to 36 Outcome payments. - ENs and State VR Agencies (acting as ENs)
servicing SSI beneficiaries may receive up to 60
Outcome payments. - Outcome payments can be made to ENs or State VR
Agencies (acting as an EN) even if a cost
reimbursement payment has been made for a
previous timeframe
14Outcome Payment Method
- SSI Up to 60 monthly payments of 386 23,160
-
- SSDI Up to 36 outcome payments of 676 24,336
-
15- Requesting EN Payments
- The Basics
16Requesting EN Payment
- Before you Submit
- http//www.yourtickettowork.com/payment_options
- When to Submit
- TWL or SGA
- http//www.yourtickettowork.com/training_2
- What to Submit
- http//www.yourtickettowork.com/selftraining/ENPay
mentRequestForm102109.doc
17Payment Request Options
- Evidentiary Payment Request
- Monthly or quarterly submission of Evidentiary
Payment Request (EPR) including primary evidence
of earnings - Certification Payment Request
- When primary evidence of earnings is not readily
available, the EN may submit a Certification
Payment Request (CPR) using secondary evidence of
earnings information and a signed repayment
agreement
18EvidentiaryPayment Request Process
- At the end of each month or quarter, submit
primary evidence of a Ticket-holders earnings
along with the EN Payment Request form.
19Payment Request Formhttp//www.yourtickettowork.c
om/selftraining/ENPaymentRequestForm102109.doc
- I. Employment Network Information
- 1. EN Organization Name
- 2. EIN Number (Tax ID Number)
- 3. Is the financial institution and bank account
information provided to the Ticket to Work
Operations Support Manager on the Automated
Clearinghouse Payment Enrollment Form (ACH Form)
current? - Yes ___ No ___ (if No, please contact MAXIMUS _at_
1-866-949-3687 before submitting this request) - Incorrect or outdated information may delay or
prevent payment issuance to your Employment
Network.
20Payment Request Form
- II. Ticket-holder Information
- 4. Ticket-holders Name
- 5. Ticket Number/Social Security Number
- 6. Name of Ticket-holders Employer
- 7. Employers Address (if available)
- 8. Payment Method for this Ticket Assignment
- A. Outcome Payment Method
- B. Milestone-Outcome Payment Method
21Payment Request Form
- III. Phase 1 Milestone 1 Earnings Info
- Please choose one of the following options by
placing an X next to your selection - ___ A. The beneficiary achieved TWL level
earnings during the calendar claim month. - ___ B. The beneficiary achieved less than TWL
earnings because he/she will achieve TWL earnings
within the next 2 months. - ___ C. The beneficiary achieved less than TWL
earnings and is not expected to achieve TWL
earnings with in the next 2 months.
22Payment Request Form
- IV. Payment Request Details
- 9. Payment Request Type
- _____ A. Evidentiary Payment Request (Complete
Section IV) - _____ B. Certification Payment Request
(Complete Sections V and VI) - 10. Claim month (s) and year (s) for this
payment request
23Payment Request Form
- V. Evidentiary Earnings Information
-
- 11. Type of earnings documentation submitted
(these items must be included with this form) - ___ Pay slips
- ___ Employer prepared and signed employee
earnings statement - ___ Records from Third Party Source containing
monthly wage information - ____The Work Number ____Other
24Payment Request Form
- VI. Certification Payment Request Details
-
- 12. Type of Certification Information (Choose
one) -
- ____ Recent contact with
beneficiary/employer (please circle beneficiary
or employer) - ____ Attached Earnings Inquiry Request (EIR)
response received from MAXIMUS - ____ Attached information containing data from
the National Directory of New Hires (NDNH) - ____ Attached Self Employment Income (SEI) Form
(if beneficiary is self-employed)
25Payment Request Form
- VI. Certification Payment Request Details (cont.)
- 13. Recent Contact Details (complete only if you
selected recent contact on item 12) - Type of contact (phone call, email, etc)
________________________________ - Date of contact ______________________
- Description of information you learned from
contact regarding level of earnings
26Payment Request Form
- VII. Repayment Agreement
- (signature required)
-
- By signing below, you as the EN agree to repay
any payments received (or allow the amount to be
deducted from future payments) if it is
determined at a later date that you were not
entitled to payment. - _________________________________________________
__________________ - Signature Date
27Payment Request Form
- VIII. Contact Information for the Employment
Network Representative Submitting this Request -
- Print Name _______________________
- Phone Number ____________________
- FAX ____________________________
- Email ___________________________
28Primary Evidence of Earnings
- Pay stubs (Supplemental Earnings Statement
required if any of the following are missing
pay period beginning or ending date, pay date,
total gross earnings and year-to- date gross
earnings) - Earnings statement prepared and signed by
employer - Records from third-party source that gives
monthly earnings breakdown (i.e. The Work
Number) - NOTE All payment requests for self-employed
Ticket-holders must be submitted as Certification
Payment Requests
29Self-Employment
- Quarterly Payment Request
- Self Employment Income (SEI) form
- Repayment Agreement
- Quarterly tax reporting forms with receipt of
tax payment (e.g. cancelled check) - Annual Payment Request
- Annual Self Employment Income Request form
- Repayment Agreement
- Annual Tax Reporting Forms with receipt of tax
payment (e.g. cancelled check)
30Certification Payment Request Process
- If primary evidence of earnings is not readily
available, an EN can make a Certification Payment
Request by selecting the CPR option on the EN
Payment Request Form and including an accepted
source of secondary earnings information, such as
an Earnings Inquiry Request (EIR) response.
These CPR requests can now be made for both
Outcome and Milestone payment requests. Payments
will be made based on verified earnings.
31CPR Earnings Information Sources
- Recent Dated Contact The EN has had recent
contact with either the beneficiary or the
employer and confirmed that the beneficiary has
earnings that qualify for Milestone or Outcome
payment - Earnings Inquiry Response (EIR) The EN has
received an EIR response from MAXIMUS that the
beneficiary has earnings over 3 times SGA for the
quarter in question - National Directory of New Hires (NDNH) If the
EN has access to the NDNH they may submit a
print-out of the appropriate information - Self-Employment Income (SEI) Form If the
Ticket-holder is self-employed, the SEI form must
be completed and signed by the Ticket-holder
32Earnings Inquiry Request (EIR)
- Earnings information available prior to
submitting payment requests - Receive written response indicating whether
beneficiary is over 3x TWL, 3 x SGA or no
earnings for a given calendar quarter - Only last two years of earnings information is
available
33Earnings Inquiry Request (EIR) How to Submit
- Directly through website with online submission
form www.yourtickettowork.com/earningsinquiry - EIR Form Will receive by email or download from
website - Email or fax in form with accompanying data sheet
34EIR Website Screenshot
35Earnings Inquiry Request (EIR) Restrictions
- Only written EIR requests will be accepted
- Email submission must be sent from authorized
person - Earnings are generally available eight months
after the close of a quarter - Not available for time periods before or after
Ticket assignment - Earnings info generally not available for
self-employed or employees of the Federal
government
36To Summarize
37SSI Telephone Wage Reporting
- Beneficiaries can now report monthly wages with
just a telephone call - Beneficiaries must be on SSI or concurrent
benefits (SSI and SSDI) - Callers must also have some prior earnings on
record - Service not available for SSDI or for
beneficiaries who are self-employed
38SSI Telephone Wage Reporting
- How to use this service
- The wage earner calls 866-772-0953 and provides
their name and SSN - Then the caller keys in the total gross earnings
for the previous month - Key Points
- Calls must be placed by the 6th of the month
following the earnings - SSA recommends that clients consult with the
local SSA field office before using the service
39SSI Telephone Wage Reporting
- Benefits of using the service
- EN gets paid faster as SSA has verified earnings
in a more timely manner - The beneficiary is saved a trip to the field
office each month to provide pay stubs
40Auto-Pay
- Auto-Pay
- ENs will have the option of putting individual
Tickets under Auto-Pay. This option will allow
ENs to receive automatic monthly Outcome Payments
for any Ticket-holder for which Outcomes 1-12
have already been paid.
41Auto-Pay
- Once a Ticket is enrolled in Auto-Pay, the EN
does not have to submit any further payment
requests or evidence. - All Milestones and Outcomes 1-12 will be paid
when qualifying earnings are posted to SSA
records (Auto-Pay Phase 2 currently not in
place). - Outcomes 13 gt will be paid monthly without
waiting for earnings verification (Auto-Pay Phase
1 currently in place).
42Checking Payment Status
- EN Payment Status Report (weekly)
- To follow up on outstanding EN payment request
- If more than 30 days have passed since the
payment request was sent to SSA for payment
consideration send an Email to your Account
Representative - Include
- Beneficiarys SSN only (not name)
- Specific payment request (for Milestones the MS
number for Outcome the claim month and year) - Date of request submitted to SSA, available from
MAXIMUS
43IPP-PAID system
- Developed by the U.S. Department of the
Treasury's Financial Management Service - Provides participating Federal agencies
(including SSA) a method of making remittance
information available to their vendors through
the Internet. - Match recently deposited EN payments to your
records prior to receiving statements from the
Social Security Administration. - Free of charge to registered vendors with
Internet access, and is free of charge to
participating Federal agencies. - Visit the web site at https//www.ipp.gov/
44Part II
45Important Reminders
- Achievement of Milestones must occur after Ticket
assignment and before start of the outcome
payment period. - Actual EN payments may be different for each
beneficiary.
46Phase 1 Exclusions
- Partnership Plus Exclusion
- If the beneficiary chooses services from a State
VR Agency that has selected cost reimbursement
and the beneficiary is working when the State VR
Agency closes the case, then Phase 1 Milestone
payments are not payable to an EN or other State
VR Agency (acting as an EN) under the same ticket
47Phase 1 Milestone Exclusions(continued)
- Recent Work Rule
- Work at or above Trial Work level (700 in 2009)
within 18 months prior to Ticket assignment can
impact ENs access to Phase 1 Milestones - gt Patterned after criteria used for Phase 1
Milestone payments - gt Beneficiary CD mailed to ENs includes recent
work history - gt Rule does not apply to Tickets assigned prior
to July 21, 2008
48Recent Work Rule
- Apply each rule independently to determine which
Milestones are available - Milestone 1 not available if earnings TWL in
month prior to Ticket assignment - Milestone 2 not available if earnings TWL in 3
of 6 months prior to Ticket assignment - Milestone 3 not available if earnings TWL in 6
of 12 months prior to Ticket assignment - Milestone 4 not available if earnings at TWL in 9
of 18 months prior to Ticket assignment
4918 Month Prior Earnings Toolhttp//www.yourticket
towork.com/selftraining/IWP_Look-Back_Tool_041309.
xls
50For More Information
- Where to Go for More Information
- For more information on the Ticket to Work
Program - gt Visit the Maximus web site at
www.yourtickettowork.com - or call 1-866-949-3687
- gt Visit SSAs Work Site at www.socialsecurity.g
ov/work -
51- Questions?
- MAXIMUS Ticket to Work
- 1-866-949-3687 Toll Free
- 1-866-833-2967 TDD
- www.yourtickettowork.com
- ENOperations_at_yourtickettowork.com