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All EN Payments Call

Ticket Program Manager | Tuesday, December 20, 2016 Social Security’s Ticket to Work Program. All EN Payments Call. Agenda. Announcements E-PAY Status Update 18 Month Look Back Tool – When to Apply Chart of Time Frames 18 Month Lookback Rule (Payment determination)

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All EN Payments Call

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  1. Ticket Program Manager | Tuesday, December 20, 2016 Social Security’s Ticket to Work Program All EN Payments Call

  2. Agenda • Announcements • E-PAY Status Update • 18 Month Look Back Tool – When to Apply • Chart of Time Frames • 18 Month Lookback Rule (Payment determination) • Updated 18 Month Look Back Tool • 18 MLB Payment Scenarios: Examples of payment processing rules • Ticket Program Available Resources • Question and Answer Forum

  3. Announcements • E-Pay Status View “Announcement” Screen in the Portal • Holiday Schedule • Offices are closed Monday December 26 • Offices are closed on Monday January 2 • 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 Current E-PAY File processing began on 11/17/16 • Total claims paid: **Placement Holder for call** • 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.

  5. 18 Month Look Back Tool

  6. Chart of Timeframes for Look Back Earnings • Phase1 /Milestone 1 • If the previous month of the ticket assignment has earnings at or above Trail Work Level (TWL), PH1M1 is not available. • Phase 1 Milestone 2 • Prior to the Ticket Assignment Date (TAD) and after the latest Date of Disability Onset (DDO) if there are 3 months with earnings at or above TWL within a 6-month period, PH1M2 is not available. • Phase 1 Milestone 3 • Prior to TAD and after the latest DDO, if there are 6 months of earnings at or above TWL within a 12-month period, PHM1/M3 is not available. • Phase 1 Milestone 4 • Prior to TAD and after DDO, if there are 9 months of earnings at or above TWL within an 18-month period, PH1/M4 is not available

  7. Updated 18MLB tool allows ENs to enter the Disability Onset Date (DDO) • The DDO is the date at which an individual became unable to work as a result of a disabling medical condition; the Social Security Administration determines the DDO. • A new DDO may be established after an approved Expedited Reinstatement of benefits or if Social Security approves a beneficiary’s new disability application. • If Social Security establishes a new DDO, a new Ticket assignment is required. No payments are available on the old ticket. The updated18 MLB tool includes both the TAD and the DDO.

  8. Determining the Disability Onset Date (DDO)Request a Benefits Planning Query (BPQY) • During the Ticket Assignment process, ask the beneficiary to request a BPQY by contacting their local SSA office or calling 1-800-772-1213. SSA will mail the BPQY and its cover letter directly to the beneficiary at the address shown on the current SSA record. • ENs can obtain a BPQY by submitting two Consent for Release of Information forms (SSA-3288). Both forms must be appropriately signed by the beneficiary. An electronic signature of the beneficiary is not acceptable. • The release must contain the beneficiary’s Social Security Number (SSN). • ENs working with beneficiaries can obtain a new DDO from the beneficiary (especially when Social Security approves an EXR)

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

  10. 18 Month Look Back (Payment Scenario 1) • TAD is 11/2015 and the DDO is 5/2015. Earnings exist above TWL for months 7/2014-10/2015. • Each month that is marked represents earnings above TWL. All Phase 1 Milestones would normally be denied, however only P1M1 and P1M2 (colored red) are not payable. This is because the look back ends at the DDO.

  11. 18 Month Look Back (Payment Scenario 2) • TAD is 9/2014 and the DDO is 12/2013. Earnings exist above TWL for months 9/2013-8/2014. • Each month that is marked represents earnings above TWL. P1M1-P1M3 (colored red) are not payable. This is because the look back ends at the DDO.

  12. 18 Month Look Back (Payment Scenario 3) • TAD is 3/2016 and the DDO is 3/2016. Earnings exist above TWL for months 9/2015-2/2016. • Each month that is marked represents earnings above TWL. All Phase 1 Milestones are payable. This is because the look back ends at the DDO.

  13. DDO and Ticket 2 • A DDO exists for each Ticket issued. It is very important to be aware of the DDO for each issued Ticket. The DDO on one Ticket will differ from the DDO of any subsequent Tickets, but the rules remain the same. Just remember, the rules apply to individual Tickets and not individual SSNs. • Ticket one was assigned 6/2012 and has a DDO of 4/2011. Ticket one was terminated 2/2015. Ticket two was issued 6/2015 and assigned 7/2015. The DDO for Ticket two is 6/2015. The Beneficiary has earnings from work above TWL from 3/2011-4/2015. What milestones are or are not available?

  14. DDO and Ticket 2 (Example) • Ticket 1… • Based on the 18mlb P1M1-M4 are not payable. The DDO is outside of the 18 month time frame.

  15. DDO and Ticket 2 (Examples cont’d) • Ticket 2… • Based on the 18mlb P1M1-M4 are payable. The DDO for the new Ticket (Ticket 2) has been taken into account.

  16. Ticket Program Available Resources

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

  18. 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 finger tips 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 letter you received with confirmation of your completed enrollment in the Ticket Portal.

  19. 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.

  20. 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

  21. Questions?

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