Timely Progress Review TPR Basics

1. Ticket Training Tuesday Sept. 20, 2011 Timely Progress Review (TPR) Basics Welcome to the Ticket to Work Training Series. In this training session, we will discuss the Timely Progress Review.Welcome to the Ticket to Work Training Series. In this training session, we will discuss the Timely Progress Review.

2. Welcome Thank you for joining us for the Ticket to Work Ticket Training Tuesday workshop on TPR Basics. During today�s call, we will be offering information on timely progress reviews. We developed this training teleconference to offer a quick and easy way for staff from new and experienced ENs alike to learn the fundamentals of the Ticket to Work Program while networking with each other to share hints, tips, and best practices. We hope you find the calls informative and helpful as you manage your business. During today�s call, we will be offering information on timely progress reviews. We developed this training teleconference to offer a quick and easy way for staff from new and experienced ENs alike to learn the fundamentals of the Ticket to Work Program while networking with each other to share hints, tips, and best practices. We hope you find the calls informative and helpful as you manage your business.

3. Objectives Describe the Timely Progress Review (TPR) Describe the steps in the TPR process including notices, timeframe for mailings/responses and outcomes Describe the review & re-entry process for beneficiaries that fail TPR Discuss the responsibilities of the service providers during the TPR process Review talking points for service providers in their conversations with beneficiaries undergoing a TPR Now let�s take a look at the objectives of this training session. � When you complete this training session, you will be able to: � Describe the Timely Progress Review, or TPR; Describe the steps in the TPR process; Describe the review and re-entry process for beneficiaries that fail TPR; Discuss the responsibilities of the service providers during the TPR process; And learn helpful talking points to use in your conversations with beneficiaries who are undergoing a TPR. Now let�s take a look at the objectives of this training session. � When you complete this training session, you will be able to: � Describe the Timely Progress Review, or TPR; Describe the steps in the TPR process; Describe the review and re-entry process for beneficiaries that fail TPR; Discuss the responsibilities of the service providers during the TPR process; And learn helpful talking points to use in your conversations with beneficiaries who are undergoing a TPR.

4. Timely Progress Review (TPR) Social Security Administration�s way to track the progress of a Ticket Holder Established under new regulations effective July 2008 Review conducted at the end of every 12-month period Satisfactory progress ensures beneficiaries with an assigned ticket retain their CDR protection What, exactly, is a Timely Progress Review? � A Timely Progress Review, or TPR, is the Social Security Administration�s way to track the progress of a Ticket Holder under the Ticket to Work Program. Essentially, the Social Security Administration expects Ticket Holders to make progress towards self-sufficiency while their tickets are in �Assigned� or �In-Use SVR� status. � The TPR is based on the Timely Progress Guidelines established by the Social Security Administration under the New Regulations effective July, 2008. � As a result of these regulations, MAXIMUS conducts a review at the end of every 12-month period to determine if beneficiaries are making the expected progress toward self-sufficiency. This entitles the beneficiary to Continuing Disability Review (CDR) protection, meaning they do not need to provide verification of their disability status with SSA in order to continue their benefits. CDR protection is granted to beneficiaries involved in the Ticket to Work program that have their ticket is assigned status, and are making timely progress. � As a service provider, it is important to fully understand and support the TPR process, and assist beneficiaries not only in making timely progress, but also in providing necessary information to MAXIMUS to verify that progress, and ensure the beneficiary retains their CDR protection. What, exactly, is a Timely Progress Review? � A Timely Progress Review, or TPR, is the Social Security Administration�s way to track the progress of a Ticket Holder under the Ticket to Work Program. Essentially, the Social Security Administration expects Ticket Holders to make progress towards self-sufficiency while their tickets are in �Assigned� or �In-Use SVR� status. � The TPR is based on the Timely Progress Guidelines established by the Social Security Administration under the New Regulations effective July, 2008. � As a result of these regulations, MAXIMUS conducts a review at the end of every 12-month period to determine if beneficiaries are making the expected progress toward self-sufficiency. This entitles the beneficiary to Continuing Disability Review (CDR) protection, meaning they do not need to provide verification of their disability status with SSA in order to continue their benefits. CDR protection is granted to beneficiaries involved in the Ticket to Work program that have their ticket is assigned status, and are making timely progress. � As a service provider, it is important to fully understand and support the TPR process, and assist beneficiaries not only in making timely progress, but also in providing necessary information to MAXIMUS to verify that progress, and ensure the beneficiary retains their CDR protection.

5. CDRs and Ticket Status Continuing Disability Review (CDR) Medical review that determines disability benefits eligibility Ticket Status if no information submitted Ticket remains assigned to service provider CDR protection lost CDR conducted when regularly scheduled A CDR is a medical review the beneficiary must undergo in order to determine whether he or she is eligible to receive disability benefits. One of the biggest advantages of participating in the Ticket to Work Program is that the beneficiary is protected from these reviews while the ticket is assigned. � With TPR, if no evidence is submitted, or if the evidence submitted shows that the guidelines have not been met, the ticket will still be assigned to the service provider. The difference is that the beneficiary is no longer protected from CDRs. However, the CDR is not conducted as soon as the protection is lost. Instead, it will be conducted when it would have if the beneficiary had not participated in the program at all. CDRs are generally conducted every one, three, five, or seven years depending on the nature of the disability. � For example, suppose Mary first began receiving disability benefits in 2008. Let�s further suppose that she is to undergo Continuing Disability Reviews every three years, based on the nature of her disability. In 2009, she assigned her ticket to an Employment Network. In 2010, her first Timely Progress Review is scheduled. Mary receives the form and submits additional information. Based on the information submitted, it is determined that timely progress has not been achieved. At this point, Mary loses her protection from CDRs. However, her next CDR will not be conducted until 2011, three years after she first began receiving benefits, which is when she would have normally had the review if she had not participated in the program at all. A CDR is a medical review the beneficiary must undergo in order to determine whether he or she is eligible to receive disability benefits. One of the biggest advantages of participating in the Ticket to Work Program is that the beneficiary is protected from these reviews while the ticket is assigned. � With TPR, if no evidence is submitted, or if the evidence submitted shows that the guidelines have not been met, the ticket will still be assigned to the service provider. The difference is that the beneficiary is no longer protected from CDRs. However, the CDR is not conducted as soon as the protection is lost. Instead, it will be conducted when it would have if the beneficiary had not participated in the program at all. CDRs are generally conducted every one, three, five, or seven years depending on the nature of the disability. � For example, suppose Mary first began receiving disability benefits in 2008. Let�s further suppose that she is to undergo Continuing Disability Reviews every three years, based on the nature of her disability. In 2009, she assigned her ticket to an Employment Network. In 2010, her first Timely Progress Review is scheduled. Mary receives the form and submits additional information. Based on the information submitted, it is determined that timely progress has not been achieved. At this point, Mary loses her protection from CDRs. However, her next CDR will not be conducted until 2011, three years after she first began receiving benefits, which is when she would have normally had the review if she had not participated in the program at all.

6. TPR Process MAXIMUS checks earning records If earnings meet SSA�s guidelines, no further actions are taken (Timely Progress has been met) If earnings do not meet SSA�s guidelines, the beneficiary is contacted for a TPR through a notice sent from MAXIMUS Now back to the TPR process itself. � First, MAXIMUS will check the earning records of those beneficiaries with tickets assigned. If the beneficiary�s earnings are sufficient, meaning that they meet the guidelines set forth by the Social Security Administration, then no further actions are taken, and the beneficiary continues along the path of self-sufficiency, unaware that a check was even made. � However, if the beneficiary�s earnings are insufficient, then MAXIMUS will contact the beneficiary via mail, sending a Timely Progress Review Letter and form, notice Q2. Now back to the TPR process itself. � First, MAXIMUS will check the earning records of those beneficiaries with tickets assigned. If the beneficiary�s earnings are sufficient, meaning that they meet the guidelines set forth by the Social Security Administration, then no further actions are taken, and the beneficiary continues along the path of self-sufficiency, unaware that a check was even made. � However, if the beneficiary�s earnings are insufficient, then MAXIMUS will contact the beneficiary via mail, sending a Timely Progress Review Letter and form, notice Q2.

7. TPR Guidelines Work or earnings requirements Educational or training requirements Reviews conducted based on month of ticket assignment Review period based on length of ticket assignment TPR clock does not reset when ticket reassigned Training must be certified Before we go any further, we need to discuss the guidelines and what MAXIMUS is looking for as the earnings records are checked. � The TPR guidelines consist of work and earnings requirements, educational or training requirements, or a combination of both. In future Ticket Training Tuesday webinars we�ll take a closer look at these requirements and how they are examined, but the most important things to note: Reviews are conducted based on the month the ticket was assigned by the beneficiary. So, if the beneficiary first assigned the ticket in June of 2008, the review will be conducted every June. The 12-month review period is based on the length of time that the ticket has been assigned, and not when the TPR process was instituted. So, if the beneficiary has had the ticket assigned for the past 36 months, then he or she will be expected to meet the guidelines for the third 12-month review period, even though this may be the first review conducted. If the beneficiary unassigns the ticket and then reassigns the ticket to another provider, the clock does not start over. The review covers the prior 12 months, regardless of how many service providers have had the ticket assigned in that time. Lastly, any training that the beneficiary completes during the review period will not count unless it is certified training. This means that most training that is provided by the Employment Network or the State Vocational Rehabilitation Agency will not count toward timely progress. Before we go any further, we need to discuss the guidelines and what MAXIMUS is looking for as the earnings records are checked. � The TPR guidelines consist of work and earnings requirements, educational or training requirements, or a combination of both. In future Ticket Training Tuesday webinars we�ll take a closer look at these requirements and how they are examined, but the most important things to note: Reviews are conducted based on the month the ticket was assigned by the beneficiary. So, if the beneficiary first assigned the ticket in June of 2008, the review will be conducted every June. The 12-month review period is based on the length of time that the ticket has been assigned, and not when the TPR process was instituted. So, if the beneficiary has had the ticket assigned for the past 36 months, then he or she will be expected to meet the guidelines for the third 12-month review period, even though this may be the first review conducted. If the beneficiary unassigns the ticket and then reassigns the ticket to another provider, the clock does not start over. The review covers the prior 12 months, regardless of how many service providers have had the ticket assigned in that time. Lastly, any training that the beneficiary completes during the review period will not count unless it is certified training. This means that most training that is provided by the Employment Network or the State Vocational Rehabilitation Agency will not count toward timely progress.

8. Timely Progress Review Letter Now let�s return to the actual review process. As mentioned earlier, MAXIMUS will review the earnings records of the beneficiary. If the beneficiary has not achieved sufficient earnings for the 12-month period under review, MAXIMUS will send the Timely Progress Review letter and form requesting additional information. An example of the form is shown here. � It should be noted that the forms your beneficiaries receive may be slightly different than this one. This is because the requirements are different based on the 12-month review period in question, and because both Trial Work Level and Substantial Gainful Activity amounts change from year to year. The beneficiary must return this form within 30 days. Now let�s return to the actual review process. As mentioned earlier, MAXIMUS will review the earnings records of the beneficiary. If the beneficiary has not achieved sufficient earnings for the 12-month period under review, MAXIMUS will send the Timely Progress Review letter and form requesting additional information. An example of the form is shown here. � It should be noted that the forms your beneficiaries receive may be slightly different than this one. This is because the requirements are different based on the 12-month review period in question, and because both Trial Work Level and Substantial Gainful Activity amounts change from year to year. The beneficiary must return this form within 30 days.

9. Beneficiary Actions Complete and return form within 30 days Take no action There are two actions that the beneficiary may take upon receiving the TPR notice. First, the beneficiary may complete and return the form within the 30-day timeframe. Or, second, the beneficiary may take no action. That is, the beneficiary does not return the form within the 30-day timeframe. Let�s take a closer look at what happens in both cases on the following slides.There are two actions that the beneficiary may take upon receiving the TPR notice. First, the beneficiary may complete and return the form within the 30-day timeframe. Or, second, the beneficiary may take no action. That is, the beneficiary does not return the form within the 30-day timeframe. Let�s take a closer look at what happens in both cases on the following slides.

10. Beneficiary Form Returned MAXIMUS reviews information and makes a determination Guidelines met TPR complete, no further beneficiary action nor any communication from MAXIMUS Guidelines not met Second notice sent If not returned, CDR protection lost Let�s begin with the case where the beneficiary returns the form within the 30-day timeframe. When the form is received, MAXIMUS reviews the information given in the form and makes a determination. If the beneficiary meets the guidelines, there is no further outreach to the beneficiary and their annual TPR is complete. � If the beneficiary does not meet the guidelines, based on the information they provided when filling out the first (Q2) notice, MAXIMUS will send a second notice to the beneficiary, the F1. This notice indicates that the beneficiary must submit additional information within 30 days, as previously sent information was either incomplete, inconclusive, or did not meet timely progress guidelines. It also indicates that if no further information is submitted, the beneficiary will lose protection from Continuing Disability Reviews, or CDRs. Let�s begin with the case where the beneficiary returns the form within the 30-day timeframe. When the form is received, MAXIMUS reviews the information given in the form and makes a determination. If the beneficiary meets the guidelines, there is no further outreach to the beneficiary and their annual TPR is complete. � If the beneficiary does not meet the guidelines, based on the information they provided when filling out the first (Q2) notice, MAXIMUS will send a second notice to the beneficiary, the F1. This notice indicates that the beneficiary must submit additional information within 30 days, as previously sent information was either incomplete, inconclusive, or did not meet timely progress guidelines. It also indicates that if no further information is submitted, the beneficiary will lose protection from Continuing Disability Reviews, or CDRs.

11. Beneficiary Non-Response If no response received, information request sent to service provider Service provider must respond within 30 days If not returned, listed beneficiaries will lose CDR protection Now let�s look at the case where no action is taken, the beneficiary due a timely progress review failed to respond at all to the first TPR notice. If the beneficiary does not submit any information in the given time period, then MAXIMUS will send a request to you, the service provider. The form that the service provider will receive will look similar to the one shown here, this is form SSA-1377. It may contain information requests for multiple beneficiaries, divided into sections based on the 12-Month review due, because different review periods have different requirements for timely progress. The service provider must then provide the appropriate information for the beneficiaries listed within 30 days. With this information, MAXIMUS can better determine whether the beneficiaries have made timely progress. If this form is not returned within the timeframe provided, these beneficiaries will lose their protection from CDRs. What if you don�t know the answers to these questions? If you have NO answers for any of your beneficiaries, you do not need to return the form to MAXIMUS. If you can answer for even one beneficiary listed on your 1377, write in those answers on your form and leave the rest blank when you return the form to MAXIMUS. Now let�s look at the case where no action is taken, the beneficiary due a timely progress review failed to respond at all to the first TPR notice. If the beneficiary does not submit any information in the given time period, then MAXIMUS will send a request to you, the service provider. The form that the service provider will receive will look similar to the one shown here, this is form SSA-1377. It may contain information requests for multiple beneficiaries, divided into sections based on the 12-Month review due, because different review periods have different requirements for timely progress. The service provider must then provide the appropriate information for the beneficiaries listed within 30 days. With this information, MAXIMUS can better determine whether the beneficiaries have made timely progress. If this form is not returned within the timeframe provided, these beneficiaries will lose their protection from CDRs. What if you don�t know the answers to these questions? If you have NO answers for any of your beneficiaries, you do not need to return the form to MAXIMUS. If you can answer for even one beneficiary listed on your 1377, write in those answers on your form and leave the rest blank when you return the form to MAXIMUS.

12. Responsibilities of the Service Provider Individual Work Plan (IWP) and Individualized Plan for Employment (IPE) Questions from your beneficiaries Counseling and advice Requests for more information Note: please do not use the TPR 1377 form to conduct any other business than TPR As a service provider, there are certain responsibilities you assume regarding the Timely Review Process. � First, you need to explain the existence of these reviews and how they work while developing an Individual Work Plan or an Individualized Plan for Employment. It is important that your beneficiaries fully understand how the program works and what the consequences are for not making timely progress. You�ll also want to relate to them that they should return any information requests they receive as part of this process. � Second, your beneficiaries will often come to you with questions regarding the Ticket to Work Program. This will be especially true when they receive notifications for a Timely Progress Reviews. It is your responsibility to understand the process and to be able to answer beneficiary questions as accurately as possible. If there are any questions you cannot answer, you may contact MAXIMUS for more information. � Third, if you notice that some of your beneficiaries are having trouble on the road to self-sufficiency, you will need to provide counseling and advice. For example, if you notice beneficiaries are not making timely progress, you may want to recommend that they place their tickets into Inactive Status prior to the Timely Progress Review. While in Inactive Status, these beneficiaries will not be subject to the TPR, but will lose protection from CDRs. When you have helped your beneficiaries back on to the road of timely progress, they may place their tickets back in use and regain CDR protection. � If your beneficiaries do not respond to requests for additional information on timely progress, you will begin to receive those requests (the 1377). It is your responsibility to respond to those requests in a timely manner to ensure that your beneficiaries� needs are being met to the fullest. And please do not use the TPR 1377 notice to response to MAXIMUS about anything other than timely progress.As a service provider, there are certain responsibilities you assume regarding the Timely Review Process. � First, you need to explain the existence of these reviews and how they work while developing an Individual Work Plan or an Individualized Plan for Employment. It is important that your beneficiaries fully understand how the program works and what the consequences are for not making timely progress. You�ll also want to relate to them that they should return any information requests they receive as part of this process. � Second, your beneficiaries will often come to you with questions regarding the Ticket to Work Program. This will be especially true when they receive notifications for a Timely Progress Reviews. It is your responsibility to understand the process and to be able to answer beneficiary questions as accurately as possible. If there are any questions you cannot answer, you may contact MAXIMUS for more information. � Third, if you notice that some of your beneficiaries are having trouble on the road to self-sufficiency, you will need to provide counseling and advice. For example, if you notice beneficiaries are not making timely progress, you may want to recommend that they place their tickets into Inactive Status prior to the Timely Progress Review. While in Inactive Status, these beneficiaries will not be subject to the TPR, but will lose protection from CDRs. When you have helped your beneficiaries back on to the road of timely progress, they may place their tickets back in use and regain CDR protection. � If your beneficiaries do not respond to requests for additional information on timely progress, you will begin to receive those requests (the 1377). It is your responsibility to respond to those requests in a timely manner to ensure that your beneficiaries� needs are being met to the fullest. And please do not use the TPR 1377 notice to response to MAXIMUS about anything other than timely progress.

13. TPR Failure The final fail notice, F2, is sent to a beneficiary to notify them they have failed TPR. Final failure is determined based on the lack of response by the beneficiary, lack of response by the service provider, or if the information submitted does not meet the requirements of timely progress as determined by Social Security. TPR Failure does not mean benefits are lost, nor that the beneficiary can no longer participate in the Ticket program, just that their CDR protection has been removed. Once the beneficiary has returned their F1, OR you the service provider have returned the 1377, MAXIMUS reviews that information to assess if the beneficiary has met timely progress based on the TPR guidelines. If timely progress requirements have been satisfied based on the beneficiary or service provider information provided, the beneficiary passes TPR and will no longer be contacted by MAXIMUS. Based on submitted information from you or the beneficiary, if it is determined that the beneficiary has not met timely progress they fail the Timely Progress Review. MAXIMUS will then send the beneficiary a final fail notice, the F2 letter, to notify the beneficiary that they have failed TPR and their CDR protection has been removed. Again, failure of TPR means the beneficiary�s CDR protection is removed and they will be required to complete a medical review at their next scheduled period. It does not mean the beneficiary is losing their benefits, nor that they can no longer participate in the Ticket to Work program. Once the beneficiary has returned their F1, OR you the service provider have returned the 1377, MAXIMUS reviews that information to assess if the beneficiary has met timely progress based on the TPR guidelines. If timely progress requirements have been satisfied based on the beneficiary or service provider information provided, the beneficiary passes TPR and will no longer be contacted by MAXIMUS. Based on submitted information from you or the beneficiary, if it is determined that the beneficiary has not met timely progress they fail the Timely Progress Review. MAXIMUS will then send the beneficiary a final fail notice, the F2 letter, to notify the beneficiary that they have failed TPR and their CDR protection has been removed. Again, failure of TPR means the beneficiary�s CDR protection is removed and they will be required to complete a medical review at their next scheduled period. It does not mean the beneficiary is losing their benefits, nor that they can no longer participate in the Ticket to Work program.

14. Beneficiary Appeal Request for Review In writing to MAXIMUS Must be received within 30 days of the F2 notice Beneficiary Re-Entry Failure of Review or Re-Entry Once a beneficiary receives the F2 final failure notice, they may contact you as their service provider, with concerns. Some beneficiaries may have actually made timely progress but failed to respond to the TPR notice initially or failed to provide appropriate information to MAXIMUS. Others believe they have made timely progress but may in fact not have. For these varying reasons, Social Security offers a review option to all beneficiaries, explained in the F2 final failure notice. Beneficiaries must request a review of their TPR outcome within 30 days of their F2 notice, and should send a written explanation and any supporting documentation to demonstrate that they did meet the requirements for timely progress within their 12-month review period. Social Security will complete a review of all TPR information for the beneficiary requesting a review, and make a determination. If TPR requirements were met, and it is determined the beneficiary passed their timely progress review, the beneficiary will be notified via mail. If Social Security determines the TPR failure determination is accurate, the beneficiary will also be notified via mail. If the beneficiary made successful progress, and submitted proof as part of a request for review, but that progress did not take place during their 12-month review period as required, they do fail their TPR but become eligible for re-entry and will be provided notification via mail and processed as such by MAXIMUS. (Laurie? More info needed here???) Once a beneficiary receives the F2 final failure notice, they may contact you as their service provider, with concerns. Some beneficiaries may have actually made timely progress but failed to respond to the TPR notice initially or failed to provide appropriate information to MAXIMUS. Others believe they have made timely progress but may in fact not have. For these varying reasons, Social Security offers a review option to all beneficiaries, explained in the F2 final failure notice. Beneficiaries must request a review of their TPR outcome within 30 days of their F2 notice, and should send a written explanation and any supporting documentation to demonstrate that they did meet the requirements for timely progress within their 12-month review period. Social Security will complete a review of all TPR information for the beneficiary requesting a review, and make a determination. If TPR requirements were met, and it is determined the beneficiary passed their timely progress review, the beneficiary will be notified via mail. If Social Security determines the TPR failure determination is accurate, the beneficiary will also be notified via mail. If the beneficiary made successful progress, and submitted proof as part of a request for review, but that progress did not take place during their 12-month review period as required, they do fail their TPR but become eligible for re-entry and will be provided notification via mail and processed as such by MAXIMUS. (Laurie? More info needed here???)

15. TPR Time Frame This is a graphical representation of the TPR process, including time-frames and various letters. As shown, considering the 30 day response time provided for the beneficiary, 30 day response time provided for the service provider (or beneficiary if they are re-contacted), and to allow for processing time of documentation, the entire TPR process can date up to 130 days.This is a graphical representation of the TPR process, including time-frames and various letters. As shown, considering the 30 day response time provided for the beneficiary, 30 day response time provided for the service provider (or beneficiary if they are re-contacted), and to allow for processing time of documentation, the entire TPR process can date up to 130 days.

16. Service Provider FAQs EN/VRs should be prepared to answer any of the following questions from beneficiaries relating to the Timely Progress Review: �Now that I have failed my Timely Progress Review, will I lose my benefits?� �Since I failed TPR, does that mean I can�t participate in the Ticket program?� �Because I failed TPR, now will I have a medical review? What about my next TPR?� �Can I un-assign my ticket so I won�t get a TPR notice and can keep my CDR protection?� F2 notice does NOT mean they have lost their benefitsFailing TPR does NOT mean they can't be in the Ticket programFailing TPR means they lose CDR protection, AND that there will not be another TPRClosing a case or unassigning the ticket automatically means CDR protection is lost F2 notice does NOT mean they have lost their benefitsFailing TPR does NOT mean they can't be in the Ticket programFailing TPR means they lose CDR protection, AND that there will not be another TPRClosing a case or unassigning the ticket automatically means CDR protection is lost

17. Key Points Timely Progress Review (TPR) TPR process Beneficiary actions Complete request within timeframe or take no action Responsibilities of the service provider TPR Failure, Request for Review, and Re-entry Time Frame for the TPR Process Common Beneficiary Questions Before we finish with this session, let�s review some of the key points that we covered. � A Timely Progress Review, or TPR, is the Social Security Administration�s way to track the progress of a Ticket Holder under the Ticket to Work Program. � The process begins when MAXIMUS checks the earning records of the beneficiaries. If the beneficiary�s earnings meet the guidelines set forth by the Social Security Administration, then no further actions are taken. If the beneficiary�s earnings do not meet the guidelines, then MAXIMUS will contact the beneficiary. (Q2 notice) � When the beneficiary is contacted, he or she may do one of two things. First, the beneficiary may complete the form and return it to MAXIMUS. When the form is received, a determination can be made as to whether the beneficiary has obtained the earnings needed, has made educational or vocational progress, or has met the guidelines through some combination of earnings and education. (F1 may be needed here) � OR second, the beneficiary may take no action, and MAXIMUS will ask the service provider for the desired information. (SSA 1377 notice) � Next, we discussed the responsibilities of the service provider. It is your responsibility to ensure your beneficiaries understand the Timely Progress Review process when developing the Individual Work Plan or Individualized Plan for Employment. You must be knowledgeable enough with the review process to answer questions you receive from your beneficiaries and provide advice. You must also provide the information requested by MAXIMUS if your beneficiaries do not return the forms they received. Negative or non-responses from beneficiaries or service providers lead to TPR failure (F2 notice). Beneficiaries can request an SSA Review within 30 days if they disagree with the failure, and may be passed or re-entered if meeting timely progress, depending on when that progress was made. This completes this training session.Before we finish with this session, let�s review some of the key points that we covered. � A Timely Progress Review, or TPR, is the Social Security Administration�s way to track the progress of a Ticket Holder under the Ticket to Work Program. � The process begins when MAXIMUS checks the earning records of the beneficiaries. If the beneficiary�s earnings meet the guidelines set forth by the Social Security Administration, then no further actions are taken. If the beneficiary�s earnings do not meet the guidelines, then MAXIMUS will contact the beneficiary. (Q2 notice) � When the beneficiary is contacted, he or she may do one of two things. First, the beneficiary may complete the form and return it to MAXIMUS. When the form is received, a determination can be made as to whether the beneficiary has obtained the earnings needed, has made educational or vocational progress, or has met the guidelines through some combination of earnings and education. (F1 may be needed here) � OR second, the beneficiary may take no action, and MAXIMUS will ask the service provider for the desired information. (SSA 1377 notice) � Next, we discussed the responsibilities of the service provider. It is your responsibility to ensure your beneficiaries understand the Timely Progress Review process when developing the Individual Work Plan or Individualized Plan for Employment. You must be knowledgeable enough with the review process to answer questions you receive from your beneficiaries and provide advice. You must also provide the information requested by MAXIMUS if your beneficiaries do not return the forms they received. Negative or non-responses from beneficiaries or service providers lead to TPR failure (F2 notice). Beneficiaries can request an SSA Review within 30 days if they disagree with the failure, and may be passed or re-entered if meeting timely progress, depending on when that progress was made. This completes this training session.

18. Questions? MAXIMUS Ticket to Work Toll Free: 1-866-949-ENVR (3687) TDD: 1-866-833-2967 www.yourtickettowork.com ENOperations@yourtickettowork.com