1. All Employment Network Payments Call Ticket Program Manager | April 26, 2016

2. Agenda  Welcome and Announcements  E-PAY Status  SAM Profile  How ENs can assist beneficiaries in preventing overpayments  Learning Opportunities  Ticket Portal Tips and Tricks  Questions and Answers 2

3. E-PAY Status  TPM is currently processing a new E-PAY file  Claims are processed by Social Security Number (SSN) instead of DUNS  The new EPAY File contains a little over 14,000 SSN’s. As of Monday April 25 th Our EN Payments staff has processed 748 SSNs. 3

4. E-PAY Status Continued Reminder #1: If you have evidence of earnings or approved earnings are available in our system, you may submit your payment request through the Ticket Portal instead of waiting for E-PAY. Reminder #2: Ensure that your EN payment contact information is current. We reference it for payment outreach messages and confirmation of possible Split Payments. Verify your payment contact using the Ticket Portal by selecting “View directory information about your EN or SVR” from the main menu. To add or modify 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. enservice@ssa.gov 4

5. System for Award Management (SAM) 1.SAM registrations must be renewed annually at www.sam.govwww.sam.gov 2.ENs must review their account information periodically and report any profile changes immediately. 3.Social Security/US Treasury cannot make payments to an EN if the SAM profile is not active or banking information is not current. 4.SSA will notify an EN if payments are held because SAM registration has expired. 5.To ensure your payments are sent to the correct account, notify SSA at enservice@ssa.gov when changing your banking information.enservice@ssa.gov 6.It is the EN’s responsibility to ensure that its SAM registration is current. 7.Only EN’s with active SAM registration are included in E-PAY 5

6. How ENs Can Assist Beneficiaries in Preventing Overpayments  ENs can help beneficiaries by doing the following: Encouraging beneficiaries to report their earnings in a timely manner Encouraging all beneficiaries that are self-employed to file their income taxes by April 15, e.g. familiarizing beneficiaries who are self-employed with pertinent tax forms (e.g. Form 1040, Schedule C, Schedule F, and Schedule SE). Encouraging beneficiaries to report their earnings directly to their claims representatives and to request written documentation of their earnings as reported each month.

7. How ENs Can Assist Beneficiaries in Preventing Overpayments Continued Inform beneficiaries that they may contact the field office and voluntarily request suspension of benefits to avoid or reduce a possible overpayment. A voluntary request for suspension may be processed when the beneficiary: ○ H as completed the grace period after the trial work period ○ Is not entitled to a Trial Work Period ○ Is in the Expedited Reinstatement period If a beneficiary thinks he/she should no longer get monthly benefits, he/she should always tell the field office. In addition, the beneficiary should hold the checks or deposit them into a separate bank account until it is clear whether or not benefits should have been suspended 7

8. Learning Opportunities  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 8

9. Accessing the Payment Request from the Actions Menu 9

10. Enter the Attainment Month 10 Phase 1 Milestone Earnings Criteria (2016 rates)Claim month 1Earnings of $810 a month for 1 month The month in which the beneficiary earned TWL 2 Earnings of $810 a month for 3 months within a 6 month period The 3 rd month in which the beneficiary earned TWL 3 Earnings of $810 a month for 6 months within a 12 month period The 6 th month in which the beneficiary earned TWL 4Earnings of $810 a month for 9 months within a 18 month period The 9 th month in which the beneficiary earned TWL

11. Select a Payment Type and Add Earnings  If Phase 1 Milestones are not available for the Ticket you will not see the option to request a Phase 1 Milestone payment.  Select the type of payment you are requesting and then click ‘submit.’

12.  Only evidentiary payment request are allowed in the Ticket Portal.  If you do not have earnings evidence, select the ‘close’ button to cancel the creation of a payment request, otherwise select ‘Yes’ under ‘Add Earnings?’ Select a Payment Type and Add Earnings Continued 12

13.  Limit of 25 earnings per request  No need to enter earnings more than once  Must complete all fields marked with an asterisk (*) Enter Earnings 13

14.  When you click on the ‘Submit’ button you are automatically creating a case in SSA’s system.  A fax cover sheet is automatically generated to associate your earnings evidence with the payment request you created in the Ticket Portal. Review and Verify Earnings 14

15.  If you entered earnings on the previous page or manually checked the box to create a fax coversheet, you will be taken to this page. Click ‘Download Fax/Mail Cover Page’ to save a copy of the cover sheet. Fax Cover Sheet 15

16. Questions and Answers 16