All EN Payments Call

1. Ticket Program Manager | Tuesday, January 31, 2016 Social Security’s Ticket to Work Program All EN Payments Call

2. Agenda • Welcome • Announcements • E-PAY Status Update • CCR SAM Registration • Payment Denials • Ticket Portal Tips and Tricks • How to obtain a payment processing report from the Portal • Work Number • Ticket Portal Available Resources • Questions and Answers

3. Announcements • E-Pay Status View “Announcement” Screen in the Portal • All EN Payment Calls will be quarterly in 2017: • January 31, 2017 • April 25, 2017 • July 25, 2017 • October 31, 2017

4. E-PAY Status Update • Our last E-PAY File processing began on November 18, 2016 • Total claims paid: 16,550 • Processing by SSN instead of DUNS. • REMINDER 1: You may submit your payment request through the Ticket Portal instead of waiting for the E-PAY process to run. • REMINDER 2: Please ensure that your EN Payment contact information is current. We email the EN Payment Contact for payment Outreach messages and confirmation of possible Split Payments. • REMINDER 3: When submitting information to ENSB about payments, please annotate your EN Contact Information for Payments. To add a payment contact please send a request to enservice@ssa.gov and specify the name of the person and indicate the title you want them to have. All payments contacts must have completed suitability.

5. CCR SAM Registration

6. CCR SAM Registration SAM registration must be renewed and validated at least every 12 months. • If the EN sees a diary reason of “SAM/CCR Registration Expired - Update Required” then the EN must sign into SAM.gov and renew and validate the information and it will be renewed for a year. It can take a few days for the renewal to update, but the EN can contact the EN Payments Helpdesk to notify TPM that the action was completed. • NOTE: If you need assistance on Renewing or Updating your existing SAM entity registration, please review the Quick Start Guide for Updating/Renewing Registrations. If you need assistance migrating the roles from your legacy account to your new SAM account, please review the Quick Start Guide for Migrating Roles.

7. CCR SAM Registration What are yearly renewal requirements? How to keep your entity’s record active? • ENs must renew and validate CCR registration at least every 12 months from the date the EN last certified or submitted the registration in SAM. ENs are responsible for updating sooner if your entity’s information changes • The primary point of contact email address will receive a message for each entity that is registered, providing an alert for the renewal requirements at 60 days, 30 days and 15 days prior to expiration • If ENs do not renew, it will expireWhat are yearly renewal requirements? How to keep your entity’s record active? • SSA cannot process payments without an active registration

8. Most Common Payment Denial Reasons

9. Not Eligible Due to Lookback Earnings

10. Display Available Milestone Payments • New 18 Month Look Back Tool (DDO Feature)

11. Due to VR Services Phase 1 Milestone Can’t Be Paid

12. Beneficiary Receiving Cash Benefits

13. Duplicate Request – Payment Already Made Total Denials FY 2016 27,174

14. How to Avoid Denials • Manage and monitor the payment history for your ticket holders. • Request pay stubs and Employer earnings statements • Make certain the payment documentation submitted have accurate earnings information listed. • Review the Denial Code to gain a better understanding of Social Security’s rules and policies related to payments under the Ticket to Work program.

15. How to obtain a payment processing report from the Ticket portal

16. Ticket Portal – Payment Status Options There are two ways to view payment status from the Payments section of the Main Menu. • “View payments already made to me” • Includes all payments that are closed. • Includes both paid and denied requests. • “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.

17. View Payments Already Made to Me You may search here for payments already made to your EN or State VR agency for all beneficiaries based on date and all denials. Enter the dates you wish to search and select “Search.” The start and end dates cannot be more than a year apart, however, you can search for prior years.

18. View Payments Already Made to Me You can view them on a spreadsheet by selecting the “Download Entire List to Excel” option. Claims listed on this screen are ones where TPM has completed an action. “Paid” means TPM processed a claim and it cleared Treasury; “Denied” means TPM assessed a claim and determined it was not payable; “Allowed” means TPM assessed and paid a claim and it has not yet cleared Treasury. ENs should wait 30 days before contacting TPM to investigate claims that remain in the Allowed status. The Denial Code column will list a code number. Select the denial number link to receive a pop up window and description of the denial reason to learn more about why the payment was denied.

19. View all Pending Payments for Me From the Main Menu select the ‘View all pending payments for me’ link and The ‘Pending payments for Me’ screen will display. Here you will be able to see all of your organization’s pending payments. These are payments that have not yet been processed. Each payment request you enter is displayed here immediately after it is created. These claims could be outstanding receipts (not yet worked) or claims placed in diary awaiting information such as evidence of earnings or renewal of SAM registration; for example.. If your case is diarized you will see a “Y” in the Diary column. Clicking on “Actions” will bring you to another menu where you can see the reason your case is diarized and print an additional fax coversheet if needed.

20. Ticket Portal Tips & Tricks Downloading Payment Status Reports You also have the ability to download the payment status report to an excel file for your review. Select a start and end date for the range of your report.

21. Ticket Portal Tips & Tricks Downloading Payment Status Reports The portal will display a report that contains activity for the date range you selected.

22. The Work Number

23. The Work NumberWhen ENs should submit a Supplemental Earnings Statement • A numberof ENs use the service of the Work Number,a third party service which provides verification of employment and income. In some situations the service is free. • The Work Number allows requestors to receive immediate confirmation of an individual's employment and salary for verification purposes. • The Work Number collects week-by-week salary information which is as up-to-date as the last pay period and can go back many years. It also collects the length of employment, job titles, location information and other kinds of human resource related information.

24. Example #1: AS OF DATE We are unable to determine pay period beginning, ending dates and the pay date. The Work Number - When ENs should submit an EN Supplemental Earnings Statement (continued)

25. The Work Number - When ENs should submit an EN Supplemental Earnings Statement (continued) • Example #2: No Pay Period End Date information listed. A Supplemental Earnings Statement is requested from the EN.

26. The Work Number - When ENs should submit an EN Supplemental Earnings Statement (continued) • EXAMPLE #3: Pay Period End date and Pay Date listed • The assumption is, if the end date is 1/8/2016, the next beginning date is the day after 1/9/2016-1/22/2016. A time line sequence is provided for pay dates • No supplemental Earnings Statement Required

27. Ticket Program Available Resources

28. Ticket Program Available Resources • The Ticket Portal • Ticket to Work Home: https://yourtickettowork.com/web/ttw/home Information Center • Upcoming Events • Training • Resource Documents

29. Ticket Portal Training and Resources • Ticket Portal Orientation self-paced module • A great way to get started • Highly recommended that you work your way through the simulation/module before you enter the Ticket Portal • Ticket Portal User Guide • A resource to have at your fingertips when using the Ticket Portal • 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 email you received with confirmation of your completed enrollment in the Ticket Portal.

30. EN Payments Help Desk • The preferred method of tracking the status of submitted payment requests is to use the Ticket Portal and take advantage of the real-time updates. However, if an EN is unable to use the Ticket Portal for any reason, it also has the option to send manual payment status inquiries to the EN Payments Helpdesk at ENPaymentsHelpDesk@yourtickettowork.com, or call the toll free number 1.866.949.3687. • Email inquiries must be password-protected (encrypted) with the EN's personal identification number (PIN) that is on file with the TPM. Email inquiries must include the EN's DUNS#, beneficiary's SSN, and the claim month(s). ENs must allow five or more business days for a response. • ENs can also, obtain clarification on payment-related issues or explanations of how EN Payments staffs apply Ticket policy/procedures. EN Payments Help Desk staff performs the following tasks to assist ENs with payment-related issues: • Answer EN payment inquiries received through the Payments Help Desk phone line. • Submit requests to the EN Payments staff for payment reconsideration or for Payment Supervisor review of a payment issue. • Outreach to ENs to obtain payment-related documentation when EN Payments staff report missing or incomplete information from payment requests ENs submit.

31. TPM Phone & Email Resources • Technical Assistance • Monday thru Friday 9 a.m. – 5 p.m. EST • Toll Free: 1.866.949.3687/TDD: 1.866.833.2967 • Option 2: Payments Help Desk • Option 3: Systems Help Desk • Email: • enpaymentshelpdesk@yourtickettowork.com • ensystemshelp@yourtickettowork.com

32. Questions?