Ticket to Work Program Ticket Assignment Process

Ticket to Work and Self-Sufficiency Program Technical Assistance and Support CenterToll free 866-949-3687, Fax 703-893-4149

Ticket to Work ProgramTicket to Work ProgramTicket Assignment ProcessTicket Assignment Process


Useful Terms and AcronymsUseful Terms and Acronyms• EN – Employment Network• DUNS – Data Universal Numbering System Number • VR – Vocational Rehabilitation• SSA – Social Security Administration• WIPA – Work Incentive Planning and Assistance Program• TWP – Trial Work Period• TWL – Trial Work Level• TPR – Timely Progress Review• CDR – Continuing Disability Review• EIN – Employer Identification Number• IWP – Individual Work Plan• PII – Personally Identifiable Information• SGA – Substantial Gainful Activity• SSDI – Social Security Disability Insurance (Title II/T2)• SSI – Supplemental Security Income (Title XVI/T16)


Snapshot of Program OverviewSnapshot of Program Overview


MAXIMUSMAXIMUS

• Operations Support Operations Support Manager and Ticket Manager and Ticket Program Data Program Data Operations Center Operations Center ManagerManager

• Responsible for Responsible for overseeing the overseeing the administration/day-to-administration/day-to-day operations of the day operations of the Ticket to Work ProgramTicket to Work Program


MAXIMUS (con’t.)MAXIMUS (con’t.)

• EN PaymentsEN Payments– Process payment requestsProcess payment requests

• Technical Assistance and Support Center (TASC)Technical Assistance and Support Center (TASC)– 1 (866) 949-36871 (866) 949-3687– Technical Assistance, Training, OutreachTechnical Assistance, Training, Outreach


BASSBASS• Beneficiary Access and Support ServicesBeneficiary Access and Support Services

– 1 (866) 968-78421 (866) 968-7842– Provides information to beneficiaries and the general Provides information to beneficiaries and the general

public about the Ticket to Work Program and how it public about the Ticket to Work Program and how it works. BASS will also mail a list containing ENs and works. BASS will also mail a list containing ENs and VRs approved to serve the zip code of the callerVRs approved to serve the zip code of the caller

– Work Incentive Information and Referrals Work Incentive Information and Referrals • Provide general benefits informationProvide general benefits information• Provide work incentives information depending on ticket Provide work incentives information depending on ticket

holder entitlementholder entitlement• Refer ticket holder to WIPA if they are working or they are Refer ticket holder to WIPA if they are working or they are

planning on workingplanning on working


How to Get StartedHow to Get Started• Initial Assessment of BeneficiaryInitial Assessment of Beneficiary

– Benefits of Pre-screening surveyBenefits of Pre-screening survey• Ticket-holders interests Ticket-holders interests • Ticket-holder needsTicket-holder needs• Desire to become self-sufficientDesire to become self-sufficient• Previous work and earnings historyPrevious work and earnings history• Skills and educationSkills and education• Helps EN obtain more information about the ticket-Helps EN obtain more information about the ticket-

holder so EN can make an informed decision about holder so EN can make an informed decision about accepting the ticketaccepting the ticket


How to Get Started (con’t.)How to Get Started (con’t.)• Check Ticket AssignabilityCheck Ticket Assignability

– Call MAXIMUS at 1-866-949-3687Call MAXIMUS at 1-866-949-3687– Have your DUNS availableHave your DUNS available– 10 Tickets or more, please fax the names and SSNs 10 Tickets or more, please fax the names and SSNs

to (703) 893-4149to (703) 893-4149– Terminology:Terminology:

• AssignableAssignable• Not AssignableNot Assignable• Assigned (EN) or “In-Use” (VR)Assigned (EN) or “In-Use” (VR)• Not in DatabaseNot in Database


How to Get Started (con’t.)How to Get Started (con’t.)• Individual Work Plan (IWP) with 18-month prior earnings Individual Work Plan (IWP) with 18-month prior earnings

information information – If ticket holder was previously with SVR and the case was closed If ticket holder was previously with SVR and the case was closed

successfully, no 18-month prior earnings information will be successfully, no 18-month prior earnings information will be required however EN will need to indicate successful SVR closure required however EN will need to indicate successful SVR closure on the IWPon the IWP

• Timely Progress Review DiscussionTimely Progress Review Discussion• EN submits the signed IWP & prior earnings tool (if EN submits the signed IWP & prior earnings tool (if

applicable) to MAXIMUSapplicable) to MAXIMUS– Fax: (703) 893-4149, Attn: “IWP Processing”Fax: (703) 893-4149, Attn: “IWP Processing”– Mail: Ticket-to-Work, P.O. Box 1433, Alexandria, VA, 22313Mail: Ticket-to-Work, P.O. Box 1433, Alexandria, VA, 22313

• MAXIMUS processes the IWPMAXIMUS processes the IWP– Ticket assignment date is based on the signature date provided on Ticket assignment date is based on the signature date provided on

the IWPthe IWP• Ticket Confirmation Letter sent to EN and beneficiaryTicket Confirmation Letter sent to EN and beneficiary


18 Month Prior Earnings Worksheet18 Month Prior Earnings Worksheet Place an “X” for every month that the ticket holder had earnings at or above TWL. If any of the Milestones change to red, this will indicate that your EN is

not eligible for that payment

Trial Work Level (TWL) Key

If the beneficiary had no earnings you may state that

information in this blank space

Indicates Milestone

Eligibility


Timely Progress Reviews (TPR)Timely Progress Reviews (TPR)

• TPR is based on the Timely Progress Guidelines TPR is based on the Timely Progress Guidelines established by SSA under the New Regulations which established by SSA under the New Regulations which were made effective July 2008were made effective July 2008

• SSA expects ticket holders to make progress toward SSA expects ticket holders to make progress toward self-supporting employment while their ticket is self-supporting employment while their ticket is Assigned or In-Use SVRAssigned or In-Use SVR– SSA will conduct a review at the conclusion of every 12-SSA will conduct a review at the conclusion of every 12-

month period of Ticket Use or assignment to determine month period of Ticket Use or assignment to determine the ticket holder’s progress towards self-supporting the ticket holder’s progress towards self-supporting employmentemployment

TPR

TPR 12 Month ReviewMaximus performs annual progress review Based on ticket anniversary month

Earnings meet SSA guidelinesEarnings do not meet SSA guidelines

Maximus sends Beneficiary TPR form to complete

Maximus reviews TPR form Guidelines met

Guidelines not met

No response •CDR at regular schedule •Ticket remains assigned to Service Provider• Previous earnings may result in EN Payment

Request toService Provider to

reach out to BeneficiaryTPR form completed

CDR Protection


TPR Guidelines- 1TPR Guidelines- 1stst Review Period Review Period

Work/EarningsWork/Earnings

oror

EducationEducationDegree or Degree or

CertificationCertificationoror

TrainingTrainingTechnical, Trade or Technical, Trade or

VocationalVocationaloror

CombinationCombinationWork/Earnings and Work/Earnings and Education/ TrainingEducation/ Training

3 of 123 of 12 months months with Trial with Trial Work level Work level earningsearnings

GED, High GED, High School diploma School diploma OR 60% of full-OR 60% of full-time course load time course load for a college for a college academic year academic year

60% of full-60% of full-time course time course load for an load for an academic yearacademic year

Work/Earnings Work/Earnings PLUSPLUS Education/Education/Training that Training that totals at least totals at least 100%100%

After 12 months of Ticket UseAfter 12 months of Ticket Use


TPR Guidelines- 2TPR Guidelines- 2ndnd Review Period Review Period13-24 months of Ticket Use13-24 months of Ticket Use

Work/EarningsWork/Earnings

oror

EducationEducationDegree or Degree or

CertificationCertificationoror

TrainingTrainingTechnical, Trade or Technical, Trade or

VocationalVocationaloror

CombinationCombinationWork/Earnings and Work/Earnings and Education/ TrainingEducation/ Training

6 of 126 of 12 months months with Trial with Trial Work level Work level earningsearnings

75% of full-time 75% of full-time course load for a course load for a college academic college academic year year

75% of full-75% of full-time course time course load for an load for an academic yearacademic year

Work/Earnings Work/Earnings PLUS PLUS Education/Education/Training that Training that totals at least totals at least 100%100%


Inactive StatusInactive Status• In-Use SVR beneficiaries may be excused from progress reviews In-Use SVR beneficiaries may be excused from progress reviews

by requesting inactive status and by requesting inactive status and • Any beneficiary may place their ticket in inactive status if Any beneficiary may place their ticket in inactive status if

temporarilytemporarily unable to make timely progress toward self- unable to make timely progress toward self-supporting employment during a progress certification periodsupporting employment during a progress certification period– Does not count toward time limitations for TPRDoes not count toward time limitations for TPR– Provider Provider cannotcannot place ticket in inactive status place ticket in inactive status– Ticket holder may Ticket holder may continuecontinue to receive services from EN or SVR to receive services from EN or SVR– Inactive Status does Inactive Status does notnot affect EN Payment affect EN Payment

• Not excused from Medical Continuing Disability Reviews (CDR) Not excused from Medical Continuing Disability Reviews (CDR) while in inactive statuswhile in inactive status

• Beneficiary may submit written request for re-entry to In-Use Beneficiary may submit written request for re-entry to In-Use status/In-Use SVR status once they meet the requirementsstatus/In-Use SVR status once they meet the requirements


How to Unassign the TicketHow to Unassign the Ticket

• How to unassign a ticket:How to unassign a ticket:– Since the program is voluntary, the beneficiary, Since the program is voluntary, the beneficiary,

EN, or VR may unassign the Ticket at any timeEN, or VR may unassign the Ticket at any time– To unassign a Ticket, the beneficiary, or EN, To unassign a Ticket, the beneficiary, or EN,

must send an unassignment request letter to must send an unassignment request letter to MAXIMUSMAXIMUS

– Beneficiary cannot unassign their ticket from Beneficiary cannot unassign their ticket from VR, VR must close case first and notify VR, VR must close case first and notify MAXIMUSMAXIMUS


Personal Identifiable Information (PII)Personal Identifiable Information (PII)• At a minimum PII Includes:At a minimum PII Includes:

– Person’s namePerson’s name– Social Security NumberSocial Security Number– Social Security Benefit DataSocial Security Benefit Data– Date of birthDate of birth– Driver’s license or identification numberDriver’s license or identification number– Alien registration numberAlien registration number– Government passport numberGovernment passport number– Medical InformationMedical Information– Home AddressHome Address

• Only one single, individual PII element is permitted in e-mail Only one single, individual PII element is permitted in e-mail communicationscommunications


Contact UsContact Us

MAXIMUS Ticket to WorkMAXIMUS Ticket to WorkToll Free: 1-866-949-3687Toll Free: 1-866-949-3687

TDD: 1-866-833-2967TDD: 1-866-833-2967www.yourtickettowork.com

Mary Lynn ReVoir, Senior Acct ManagerMary Lynn ReVoir, Senior Acct [email protected]

http://www.yourtickettowork.com/

mailto:[email protected]


Questions?Questions?

Ticket to Work Program Ticket Assignment Process

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