1. All EN Payments Call “How to Avoid Payment Processing Delays” 2-24-2015

2. Agenda Ensure SAM Registration Information is Correct Encourage Timely Tax Filing for Self-Employed Ticket Holders Complete all required sections of the Payment Request Form The New Ticket Portal is Coming Q & A 2

3. SAM Registration 3

4. SYSTEM FOR AWARD MANAGEMENT (SAM) PROFILE SAM registrations must be renewed annually at www.sam.gov. www.sam.gov ENs must review their account information periodically and report any profile changes immediately. Social Security/ US Treasury cannot make payments to an EN if the SAM profile is not active or banking information is not current. SSA will notify an EN if payments are held because its SAM registration has expired. It is the ENs responsibility to ensure that their SAM registration is current. 4

5. Payment Request Form 5 Indicate bank account status

6. Encourage Timely Tax Filing for Self- Employed Ticket Holders 6

7. SELF EMPLOYMENT INCOME Independent contractors receive Form 1099 vs W-2 No taxes are withheld and employees are required to report their income and pay taxes later. Milestones (with no verified earnings) will be diarized until IRS data is posted to SSA database. Outcomes are paid as Certification Payments (if the earnings are not posted). If the earnings are posted, the claim will be processed as an evidentiary payment request. 7

8. Self Employment Payment Request Payment Request must indicate the Ticket Holder is self-employed. One form of evidence: Complete the Recent Contact section of Payment Request Form Include the SEI Form (SSA-1368) A statement or invoice from the Ticket Holder, that has: Gross Earnings Expenses Net Earnings Months/Years the Ticket Holder was Actively Involved. 8

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10. Complete all required sections of the Payment Request Form 10

11. Click Payment Request 11

12. Payment Request Form 12 Indicate bank account status Indicate payment method ticket assigned under

13. Payment Request Details 13

14. Earnings Information 14

15. Complete EN Service Details 15

16. Evidentiary Earnings/Certification Payment Request 16

17. Additional Supporting Documents 17

18. Review for Accuracy 18

19. Confirmation Page 19

20. Upload Additional Supporting Documents 20 1 2 3 4 Enter SSN Choose file

21. The New Ticket Portal is Coming 21

22. New Ticket Portal Timeline This week: o Operations Support Manager launches a dedicated webpage for the transition Browser Requirements Ticket Portal Access Readiness Information Instructions on how to Request Access Links to Suitability requirements and information March: o Presentations during all of the All EN calls beginning with the All Employment Network Call on Thursday, March 5, 2015. o ENs should review materials on the webpage referenced above. 22

23. Questions? 23