Ticket to Work Program Timely Progress Review Basics 1 Objectives - - PowerPoint PPT Presentation

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Ticket to Work Program Timely Progress Review Basics 1 Objectives - - PowerPoint PPT Presentation

Ticket to Work Program Timely Progress Review Basics 1 Objectives Discuss Timely Progress Review (TPR) fundamentals Discuss how the Ticket to Work Program impacts Continuing Disability Reviews (CDR) Discuss TPR requirements


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SLIDE 1

Ticket to Work Program

Timely Progress Review Basics

1

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SLIDE 2

Objectives

  • Discuss Timely Progress Review (TPR) fundamentals
  • Discuss how the Ticket to Work Program impacts

Continuing Disability Reviews (CDR)

  • Discuss TPR requirements
  • Describe the TPR process, including TPR appeals and

re-entries

  • Describe the responsibilities of service providers as

related to the TPR process

  • Discuss the TPR implementation schedule
  • Identify resources available to service providers

2

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SLIDE 3

Timely Progress Review Fundamentals and Continuing Disability Review Protection

3

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SLIDE 4

Timely Progress Review Fundamentals

  • The Social Security Administration’s way to track

the progress of a Ticketholder

  • Review conducted about every 12 months
  • Impact upon CDR protection very complex
  • Assignment, progress made by the beneficiary, or

payment of services by or to the service provider does not guarantee protection from CDR. Must consider all aspects of in-use/not in-use status (past TPR failures, successful TPR re-entries, etc.).

  • Service providers assist beneficiaries through the

TPR process

4

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SLIDE 5
  • CDR – medical review that determines

disability benefits eligibility

  • Ticket to Work – initially, no CDR for usually

about 12 months

  • CDR exemption renewed for usually about

another 12 months if pass TPR

Protection from Continuing Disability Review

5

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SLIDE 6

Timely Progress Review Requirements Not Met and CDRs

  • Ticket remains assigned to service provider
  • CDR protection lost
  • CDR not conducted immediately upon loss
  • Rather, CDR conducted when regularly

scheduled

Beneficiary began receiving benefits with CDRs scheduled every 3 years

2015

Ticket assigned to EN/VR

2016

TPR requirements not met; CDR protection lost

2017

CDR conducted

2018

6

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SLIDE 7

Timely Progress Review Requirements

7

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SLIDE 8

Review Period: You must achieve at least one of the requirements listed for your particular review period before we find that you have made timely progress for that review period. The review period is at least twelve

months long, and there is usually one review a year. In the list below, the "Trial Work Level Amount" for 2015 is $780. The "Substantial Gainful Activity Amount" for 2015 is $1,090. These amounts can increase slightly each year.

First Review

  • 3 months of work at or above the trial work level amount; OR
  • Complete at least 60% of a full-time course load for an academic year

in a 2-year or 4-year college or a technical, trade, or vocational training program; OR

  • Complete a combination*

* of the above work and education requirements;

OR

  • Obtain a GED or high school diploma.

Second Review

  • 6 months of work at or above the trial work level amount; OR
  • Complete at least 75% of a full-time course load for an academic year

in a 2-year or 4-year college or a technical, trade, or vocational training program; OR

  • Complete a combination* of the above work and education

requirements.

Third Review

  • 9 months of work at or above the substantial gainful activity amount;

OR

  • Complete a full-time academic year of study at a 4-year college; OR
  • Complete a combination* of the above work and education requirements;

OR

  • Complete a 2-year college program and earn a degree or certificate; OR
  • Complete a technical, trade, or vocational training program.

Timely Progress Review Chart

8

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SLIDE 9

Fourth Review

  • 9 months of work at or above the substantial gainful activity amount;

OR

  • Complete a full-time academic year of study at a 4-year college; OR
  • Complete a combination* of the above work and education

requirements.

Fifth Review

  • 6 months of work and have earnings in each of those 6 months that

prevent payment of Social Security Disability Insurance (SSDI) and Federal Supplemental Security Income (SSI) cash benefits; OR

  • Complete a full-time academic year of study at a 4-year college; OR
  • Complete a combination* of the above work and education requirements;

OR

  • Complete a 4-year college program and earn a degree or certificate.

Sixth Review

  • 6 months of work and have earnings in each of those 6 months that

prevent payment of SSDI and Federal SSI cash benefits; OR

  • Complete a 4-year college program and earn a degree or certificate.

Seventh Review and Any Additional Reviews

  • 6 months of work and have earnings in each of those 6 months that

prevent payment of SSDI and Federal SSI cash benefits.

* A "combination" means you can complete part of the work and part of the

education requirements. We will count the parts you complete as percentages. Adding the two percentages together must equal 100% or more.

Timely Progress Review Chart

9

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SLIDE 10

Timely Progress Review Process

10

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SLIDE 11

TPR Process

Earnings Check = Social Security Guidelines TPR Met Earnings Check  Social Security Guidelines SSA sends notice to beneficiary Step 1 Step 2

11

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SLIDE 12

TPR Process – Step 2

  • Selection criteria are very complex and includes such

factors as current pay, CDR classification, assignment, and previous TPR history

  • If selected for a TPR, SSA sends the Selection Notice to

the beneficiary at the conclusion of about every 12- month period of Ticket in-use status. This is to determine if the beneficiary is making the expected progress with work and/or education.

  • If the TPM receives the SSA-1375 (part of the Selection

Notice) from the beneficiary and the time frames are acceptable (within about 55 days), the TPM opens a case and begins a review

12

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SLIDE 13

13

Social Security Administration

Important Information

Ticket to Work

P.O. Box

1433

Alexandria, VA 22313 Date: July 28,

2015

SAMPLE NOTICE 6401 SECURITY BLVD BALTIMORE MD 21235-0001

We are writing to you because It is time for your 1st Timely Progress Review under the Ticket to Work program. Our records show that you are receiving employment support from MARYLAND EMPLOYMENT NETWORK. We must decide If you are making the required progress toward your vocational goals. To do this, we look at whether you are completing educational requirements, and getting and keeping a Job. What You Need To Do Please complete the enclosed Progress Review Form SSA-1375 to tell us about your progress from December

10. 2014

through December 31. 2014. Please see the enclosed Timely Progress Review Chart for the requirements for the

1st progress review. You must return the form within 30 days from the date of

this letter. Your reply is Important.

You may use the enclosed postage-paid envelope or fax the form to

1-703 893-4020.

Our return address Is the first address at the top of this notice. We will review your answers to see If you have met the progress requirements for the 1st progress review. We will not send you another letter if you have made the required progress. We will send you another letter if we find that you are not making timely progress. If you are not making the required progress, we will no longer excuse you from scheduled medical reviews on your disability case. We encourage you to continue working with MARYLAND EMPLOYMENT NETWORK toward your vocational goals. If You Have Questions We are here to help you. If you have any questions about your progress review or the Ticket to Work program, call the Ticket Help Line, toll-free, at

1-866-968-7842 (TTY 1-866-833-2967). Or, you can visit our website, http://wvvw.socialsecurity.gov/work. You

also may fax us at 703-893-4020, or write to us at the address at the beginning of this notice. See Next Page

Page

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9

For general questions about Social Security benefits, please visit Social Security's website at http://www.socialsecurity.gov. You also may call Social Security toll-free at 1-800-772-1213 (TTY

1-800-325-0778).

  • r you

may write or visit any Social Security office. They also can give you information about

  • ther employment

supports that help people with disabilities go to work. If you visit a Social Security office, please take this letter with you.

Suspect Social Security Fraud?

If you suspect Social Security fraud, please visit http://0ig.ssa.gov/r or call the Inspector General s Fraud Hotline at

1-800-269-0271 (TTY 1-866-501-2101).

Social Security administration

Enclosures: - Timely Progress Review Chart - Privacy Act and Paperwork Reduction Act - Progress Review Form SSA-1375 - BRM Envelope ICN 588913 -

TPR Selection Notice

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SLIDE 14

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Page

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9

Timely Progress Review Chart

Review Period: You must achieve at least one of the requirements listed for your particular review period before we find that you have made timely progress for that review period. The review period

is at

least twelve months long, and there is usually one review a year. In the list below, the

’’Trial Work Level Amount"

for 2015 Is $780. The "Substantial Gainful Activity Amount" for 2015 Is $1.090. These amounts can Increase slightly each year. First Review

  • 3

months of work at or above the trial work level amount: OR

  • Complete at least 60% of a full time course load

for an academic year In a 2-year or 4-year college or a technical, trade, or vocational training program: OR

  • Complete a combination* of the above work and education requirements:

OR

  • Obtain a GED or high school diploma.

Second Review

  • 6

months of work at or above the trial work level amount: OR

  • Complete at least 75% of a full time course load

for an academic year In a 2-year or 4-year college or a technical, trade, or vocational training program: OR

  • Complete a combination* of the above work and education

requirements. Third Review

  • 9

months of work at or above the substantial gainful activity amount; OR

  • Complete a full-time academic year of study at a 4-year college: OR
  • Complete a combination* of the above work and education

requirements:

OR

  • Complete a 2-year college program and earn a degree or certificate; OR
  • Complete a technical, trade, or vocational training program.

Fourth Review

  • 9

months of work at or above the substantial gainful activity amount; OR

  • Complete a full-time academic year of study at a 4-year college: OR
  • Complete a combination* of the above work and education

requirements. Page

4

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9

Fifth Review

  • 6

months of work and have earnings In each of those 6 months that prevent payment of Social Security Disability Insurance (SSDI) and Federal Supplemental Security Income (SSI, cash benefits; OR

  • Complete a full-time academic year of study at a 4-year college: OR
  • Complete a combination*
  • f the above work and education

requirements: OR

  • Complete a 4-year college program and earn a degree or certificate.

Sixth Review

  • 6

months of work and have earnings In each of those 6 months that prevent payment of SSDI and Federal SSI cash benefits; OR

  • Complete a 4-year college program and earn a degree or certificate.

Seventh Review and Any Additional Reviews

  • 6

months of work and have earnings In each of those 6 months that prevent payment of SSDI and Federal SSI cash benefits.

*

A "combination" means you can complete part of the work and part of the

education requirements. We will count the parts you complete as percentages. Adding the two percentages together must equal

100% or more.

  • TPR Selection Notice cont’d
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SLIDE 15

15

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  • r d e r to b e a b le to p a s s th e p r o g r e s s r e v ie w a n d r e m a in e x c u s e d f ro m a m e d ic a l

r e v ie w , y o u s h o u ld a n s w e r th e q u e s tio n s o n th is f o rm . W e r a re ly u s e th e I n f o rm a tio n y o u s u p p ly f o r a n y p u r p o s e o th e r th a n y o u r p r o g re s s r e v ie w r e q u ir e m e n ts u n d e r th e T ic k e t to W o rk p r o g ra m . H o w e v e r, w e m a y u s e th e in f o r m a tio n f o r th e a d m in is tr a tio n o f o u r p r o g r a m s in c lu d in g s h a r in g in f o r m a tio n : 1 . - T o e n a b le a th ird p a r ty o r a n a g e n c y to a s s is t S o c ia l S e c u r ity I n e s ta b lis h in g r ig h ts to S o c ia l S e c u r ity b e n e f its a n d /o r c o v e ra g e :

2 . - T o c o m p ly w ith F e d e r a l la w s r e q u irin g th e r e le a s e o f in f o r m a tio n f ro m o u r r e c o r d s ( e .g .. to th e G o v e rn m e n t A c c o u n ta b ility O f fic e a n d

D e p a rtm e n t o f V e te ra n s A f fa irs ) :

3 . - T o m a k e d e te rm in a tio n s f o r e lig ib ility I n s im ila r h e a lth a n d in c o m e

m a in te n a n c e p r o g r a m s a t th e F e d e ra l, S ta te , a n d lo c a l le v e l: a n d

4 . -

T o f a c ilita te s ta tis tic a l r e s e a r c h , a u d it, o r in v e s tig a tiv e a c tiv itie s n e c e s s a r y to a s s u re th e in te g r ity a n d I m p ro v e m e n t o f o u r p r o g ra m s ( e .g ., to th e B u r e a u o f th e C e n s u s a n d to p r iv a te e n titie s u n d e r c o n tr a c t w ith u s ) . W e m a y s h a r e th e in f o r m a tio n y o u p r o v id e w ith o th e r h e a lth a g e n c ie s th ro u g h c o m p u te r m a tc h in g p r o g r a m s . M a tc h in g p r o g r a m s c o m p a re o u r r e c o r d s w ith r e c o r d s k e p t b y o th e r F e d e ra l, S ta te , o r lo c a l g o v e r n m e n t a g e n c ie s . W e u s e th e in f o r m a tio n f r o m th e s e p r o g ra m s to e s ta b lis h o r v e r ify a p e r s o n 's e lig ib ility f o r F e d e ra lly f u n d e d o r a d m in is te re d b e n e fit p r o g r a m s a n d f o r r e p a y m e n t o f I n c o r re c t p a y m e n ts o r d e lin q u e n t d e b ts u n d e r th e s e p r o g ra m s . A c o m p le te lis t o f w h e n w e m a y s h a re y o u r I n f o rm a tio n w ith o th e rs , c a lle d r o u tin e u s e s , is a v a ila b le in o u r P r iv a c y A c t S y s te m s o f R e c o rd s N o tic e s e n title d E le c tr o n ic D is a b ility ( e D lb ) C la im F ile (6 0 -0 3 2 0 ); T ic k e t-to - W o r k a n d S e lf- S u ff ic ie n c y P r o g ra m P a y m e n t D a ta b a s e (6 0 -0 2 9 5 ): a n d T ic k e t- to - W o rk P r o g ra m M a n a g e r ( P M ) M a n a g e m e n t I n f o rm a tio n S y s te m (6 0 -0 3 0 0 ). A d d itio n a l I n f o rm a tio n a b o u t th e s e a n d o th e r s y s te m s o f r e c o r d s n o tic e s a n d o u r p r o g r a m s I s a v a ila b le f ro m o u r I n te r n e t w e b s ite a t w w w .s o c ia ls e c u rity .g o v o r a t y o u r lo c a l S o c ia l S e c u r ity o f fic e . P a g e 6 o f

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2

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P a p e r w o r k R e d u c tio n A c t o f 1 9 9 5 . Y o u d o n o t n e e d to a n s w e r th e s e q u e s tio n s u n le s s w e d is p la y a v a lid O ff ic e o f M a n a g e m e n t a n d B u d g e t c o n tr o l n u m b e r . W e e s tim a te th a t I t w ill ta k e a b o u t

1 5

m in u te s to r e a d th e in s tr u c tio n s , g a th e r th e f a c ts , a n d a n s w e r th e q u e s tio n s . Y o u m a y s e n d c o m m e n ts o n

  • u r tim e e s tim a te a b o v e to :

S S A , 6 4 0 1 S e c u r ity B lv d , B a ltim o re , M D 2 1 2 3 5 6 4 0 1 . S e n d o n ly c o m m e n ts r e la tin g to o u r tim e e s tim a te to th is a d d r e s s , n o t th e c o m p le te d f o r m .

TPR Selection Notice cont’d

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SLIDE 16

Page 7 of 9

Social Security Administration

Form SSA 1375, OMB approved No. 0960-0644 Progress Review Form, 1st Review RETURN THIS PAGE to Social Security, Ticket to Work Beneficiary: JANE DOE Social Security Number: 123-45 6789 TWO1 Provider: MARYLAND EMPLOYMENT NETWORK Date: July 31. 2015 Your Review Period: From December 10, 2014 through December 10. 2034 INSTRUCTIONS: Please inform us of your progress for your review period shown above by completing the Items below on all remaining pages of this form SSA-1375. Check "Yes"

  • r

"No" for each Item and where you check "Yes" provide any requested information on progress with work and earnings,

education,

  • r

technical training. Then sign, date, and return all pages

  • f this

form SSA-1375 to Ticket to Work using the enclosed postage-paid envelope

  • r

by fax at 1-703-893-4020. It is

important that you respond within

30

days of the date

  • n

this form.

You may keep

a copy

  • f

this form for your records.

4. I completed a technical, trade, or vocational program during the review

period. _____Yes ______No School Name: ____________________________________________________ Type of Program Completed: _______________________________________ Month and Year of Completion: _______________________________________ Page 8 of 9

5.

I did not complete a technical, trade or vocational program, but I completed some credits/ hours/ courses In a technical, trade, or vocational program during

the review period. _____ Yes ______ No Number of credits/ hours/ courses completed_____ and number of credits/ hours/ courses needed to complete program_____ School Name: ____________________________________________________ Type of Program; _________________________________________________

1.

I worked at least three months of the review period with gross earnings at

  • r above $693,00 * in each of these months.

_____ Yes ______ No

2.

I completed a two or four year college program during the review period

and earned a degree or certificate. _____ Yes ______ No School Name: _______________________________________________________ Month and Year of Completion: ______________________________________

3.

I did not complete a two or four year college program, but I completed some

credits In a two or four year college program during the review period. _____ Yes ______ No Number of credits completed_____ and number

  • f

credits needed to complete program School Name: _______________________________________________________

6. I completed a combination of earnings PLUS two or four year college

credits or In a technical, trade or vocational program during the review period. _____ Yes ______ No

I worked_____

months with gross earnings at or above $693.00 * in each of these months.

I completed_____

credits/ hours/ courses in a two or four year college program or In a technical, trade or vocational program and the number of credits/ hours/ courses needed to complete program_____

.

School Name: ________________________________________________________

7. I obtained a GED or high school diploma during the review period.

_____ Yes ______ No Name of School or Agency Providing GED: _____________________________ Month and Year of Completion: _____________________________________

TPR Selection Notice cont’d

16

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SLIDE 17

Page 9 of 9

3

H

* Amount represents 90 percent of the Trial Work Level amount. This amount

can Increase slightly each year.

Sign and date this form and mail or fax back to us.

I understand that if I make, or cause to be made, a representation concerning

the requirements of the Ticket to Work and Self-Sufficiency Program which I know is false. I could be punished by fine, or imprisonment, or both. Signature Date Return this form SSA-1375 to Ticket to Work within 30 daysusing the enclosed postage-paid envelope or by fax at 1-703-893-4020. Our return address

is:

Ticket to Work Social Security Administration P.O. Box 1433 Alexandria, VA 22313 Form SSA-1375, Progress Review Form, 1st Review Beneficiary: JANE DOE Social Security Number: 123-45-6789 TW01 RETURN THIS PAGE to Social Security, Ticket to Work

TPR Selection Notice cont’d

17

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SLIDE 18

TPR Decisions - Pass

  • CDR protection is extended for usually about

12 months

  • No follow-up letter is sent regarding pass
  • Beneficiary will receive the next review after

about another 12 in-use months

18

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SLIDE 19

TPR Decisions - Fail

  • The Proposed Failure Notice is sent explaining the
  • ption to appeal (SSA Review)
  • If the failure is upheld, CDR protection ends

following the appeal period and beneficiary is subject to regularly scheduled medical reviews

  • No future TPR selections are made without a

favorable subsequent action

  • Assignment/re-assignment usually not affected

by a proposed failure or a final failure, but must be in current pay

19

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SLIDE 20

TPR Appeals and Re-Entries

20

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SLIDE 21

SSA Review – Appeal

  • Beneficiary has about 55 days to submit a request

to appeal the decision

  • Unlike the initial review, the request must contain

evidence of progress made

  • Acceptable forms of evidence include copies of

paystubs, copies of transcripts, copies of certificates, etc.

  • Request may be faxed or mailed to the TPM
  • SSA makes the final decision
  • The decision is mailed to the beneficiary

21

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SLIDE 22

TPR Re-Entry - Successful

  • Beneficiary usually earns about 12 additional

months of CDR protection

  • Beneficiary notified of decision by mail
  • Re-entry to in-use status is effective the

month/year of the decision

22

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SLIDE 23

TPR Re-Entry - Failure

  • Will show no change to existing status of not

in-use

  • Beneficiary is notified by mail of the

unsuccessful attempt to re-enter TPR

  • Beneficiary has 30+ days to appeal the failure

decision by fax or mail to the TPM

23

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SLIDE 24

Schedule and Status

24

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SLIDE 25

Schedule/Status

  • Implementation began March 19, 2018, with 100

cases selected

  • Additional training dates undecided at this time
  • At this time, no TPR portal. So TPRs cannot be

passed by service provider. Portal training will be provided before we expect you to use it for TPR activities.

  • No opting out of TPR by service providers.
  • Additional selections will be made soon

25

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SLIDE 26

Service Provider Responsibilities

26

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SLIDE 27

Timely Progress Review Responsibilities

  • Understand the process
  • Answer questions about TPR
  • Ensure understanding by beneficiary
  • Encourage a timely response to any requests

for additional information

  • Provide counseling and advice
  • TPRhelpdesk@yourtickettowork.ssa.gov for

questions

27

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SLIDE 28

Questions

28

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SLIDE 29

Additional Information

  • Contact the TPM at

TPRhelpdesk@yourtickettowork.ssa.gov

29