Training

The Ticket Program Manager provides service providers with various training opportunities throughout the year. Below are a few training presentations that Employment Networks (EN) and State Vocational Rehabilitation (VR) agencies can use to learn more about the Ticket to Work Program.

Working with Beneficiaries

Beneficiary Overpayment Protection: In the Ticket to Work program, a Social Security disability beneficiary may continue to receive Federal cash benefits while earning an income through work. As a beneficiary continues working and increases his/her earnings, monthly cash benefits are reduced and/or suspended due to gross wages and earnings. If cash benefits continue after they should have ceased, the beneficiary will likely accrue an overpayment. This training module reviews ways to prevent an overpayment and how to deal with a notice from the Social Security Administration (SSA) about such an occurrence.

Last Updated: 9/10/2015

Beneficiary Intake Process: The right match between an Employment Network (EN) and a beneficiary is important to being successful with the Ticket to Work Program. The intake process not only offers a beneficiary an opportunity to determine if an EN offers the services needed to meet their employment goals, but it allows for an EN to screen a potential client, agree to work with them, or refer them to other resources or organizations. This training takes you through the process of an EN conducting an intake, highlighting questions that are important to ask a beneficiary, identifying a right match, and utilizing the Ticket to Work Intake Tool.

Last Updated: 7/12/2016

  • Beneficiary Intake Process Presentation (PDF) (PPT)

BOND Beneficiary and Wage Reporting: The Benefits Offset National Demonstration (BOND) program is a program set in place for Social Security Disability Insurance (SSDI) beneficiaries who are concerned about losing their cash benefits if they earn too much money while working. This training describes the BOND program, and identifies BOND beneficiaries and participants. This training also includes information about wage reporting and identifying ways to assign beneficiaries to report their earnings to their local SSA field office.

Last Updated: 8/5/2014

  • BOND and Wage Reporting Presentation (an updated presentation is coming soon)

Expedited Reinstatement of Benefits (EXR): Beneficiaries participating in the Ticket to Work program have some incentives to work or return to work; one of those incentives is Expedited Reinstatement of Benefits (EXR). This training will introduce the definition of EXR, define which beneficiaries are eligible for EXR and when to use it, it will explain the meaning of provisional benefits, and will demonstrate how to assign a Ticket after an EXR has been requested and approved.

Last Updated: 9/16/2015

  • EXR Presentation (an updated presentation is coming soon)

Ticket Program Basics: The Ticket to Work program was established in Federal law in 1999 in the Ticket to Work and Work Incentives Improvement Act. This training is designed specifically for new service providers with the Ticket program. This training describes the Ticket to Work program and the role of approved service providers serving beneficiaries with disabilities; identifies key partners in the Ticket program, provides tips on how to determine whether a beneficiary is a good match for your organization; covers Ticket assignments, and identifies resources to aid you in becoming a successful Employment Network (EN).

Last Updated: 1/18/2016

Wage Reporting: This training details the importance of service providers helping their clients properly report their wages earned. Timely and accurate wage reporting is important for preventing beneficiary overpayments. Improper wage reporting, identifying ways to help beneficiaries report wages, using the telephone reporting system and providing alternative methods for reporting will all be discussed in this training.

Last Updated: 6/17/2014

  • Wage Reporting Presentation (an updated presentation is coming soon)

Compliance

Individual Work Plan (IWP): To secure a beneficiaries Ticket assignment, an EN must develop a customized, well-written and agreed-upon Individualized service plan, known as an Individual Work Plan (IWP). This training is designed to assist an EN as it works with the beneficiary to draft a plan that is customized to the individual's needs to reach self-sufficiency.

Last Updated: 6/08/2015

Timely Progress Review (TPR): The Timely Progress Review (TPR) is the Social Security Administration's way of tracking the progress of a beneficiary who is receiving assistance under the Ticket to Work program. This training describes what a TPR is and explains the steps in conducting the TPR process. The responsibilities of both the service providers and beneficiaries are also discussed.

  • Timely Progress Review (an updated presentation is coming soon)

Personally Identifiable Information (PII): It is the requirement that all service providers and its employees and contracts to properly safeguard Personally Identifiable Information (PII) from loss, theft or inadvertent disclosure. PII information refers to any information which can be used to distinguish or trace an individual's identity. This training defines PII and provides guidance for identifying, protecting, reporting, and communicating with PII.

Last Updated: 7/12/2016

Technical Assistance: There are times when the TPM will audit an Individual Work Plan (IWP). A technical assistance session is sometimes required as a follow up. This training discusses the selection process of technical assistance reviews and discusses the actions for an EN to take based off of the recommendations from a Program Integrity (PI) Analyst during the call.

Last Updated: 9/16/2015

Business Operations

Suitability: All members of an organization's staff must be deemed suitable to have access and/or exchange Personally Identifiable Information (PII) about beneficiaries they're working with. Suitability is required when doing business with the Social Security Administration (SSA) and/or the Ticket Program Manager. This presentation is designed to provide guidance to individuals as they prepare for the suitability process, complete the materials needed and where to submit necessary documents.

Last Updated: 7/12/2016

Successful Beneficiary Outreach Strategies: Reaching out to Social Security disability beneficiaries increase the chances of assigning Tickets to service providers. Increasing the number of Tickets assigned is the goal of this training. At the conclusion of this training, a participant will be able to develop a business plan, market that plan, develop a targeted recruiting effort and identify some key resources for success.

Last Updated: 9/16/2015

  • Successful Beneficiary Outreach Strategies Presentation (an updated presentation is coming soon)

Employment Network (EN) Marketing: Marketing is an important process of getting consumers interested in your products or services. In an effort to increase your Ticket to Work business, this training includes steps to creating a marketing strategy and suggestions for strengthening marketing efforts to the community. At the conclusion of this training, you will be able to identify one new way to market their organization and will be able to track the success of new methods.

Last Updated: 7/12/2016

Partnership Plus Overview: The Ticket to Work Program encourages collaboration between Employment Networks (EN) and State Vocational Rehabilitation (VR) Agencies through a service delivery arrangement called Partnership Plus. This training introduces its purpose, goals and the different models of Partnership Plus.

Last updated 7/12/2016

Essential Tools for EN Success: This presentation gives examples of the best practices that Employment Networks (EN) use to conduct their Ticket business successfully and efficiently. As an EN it is important to take advantage of the resources that are available to increase and track your Ticket business. New technology, training and resources, and networking opportunities with community partners are just a few ideas discussed.

Last Updated: 8/10/2015

  • Essential Tools for EN Success - Part 1 (PPT) (PDF)
  • Essential Tools for EN Success - Part 2 (PPT) (PDF)

Payments

Earnings Documentation: Employment Networks (ENs) are required to submit supporting earnings documentation in order to receive compensation for specific payment requests from the Social Security Administration (SSA). This training gives an overview of the Ticket Program Manager's payment review process, delays in the process, and the different forms to use when submitting beneficiary earnings.

Last updated: 5/22/2015

  • Earnings Documentation Presentation (an updated presentation is coming soon)

EN Payments Process: Employment Networks (ENs) receive compensation for working with Social Security disability beneficiaries as they progress through the steps of economic self-sufficiency. This presentation is an introduction to the payments process under the Ticket to Work program. It introduces the two payment models available to ENs and provides an overview of the rules surrounding payment eligibility.

Last updated: 1/22/2015

Common Payment Denials: The TPM receives payment request from ENs and processes those requests according to specific criteria provided from the Social Security Administration (SSA). This training provides scenarios where payment are commonly denied and offers resources to prevent a denial from occurring, as well as instructions on when and how to resubmit for payment when a denial notice is received.

Last Updated: 3/06/2015

  • Common Payment Denials (an updated presentation is coming soon)

Expedited Reinstatement of Benefits (EXR) & Payments to ENs: As a follow up to the "Expedited Reinstatement of Benefits (EXR)" training, this module defines EXR, it describes how to assign a Ticket after an EXR has been requested and approved, and it also identifies actions to take against possible overpayment.

Last Updated: 8/12/2014

  • EXR & Payments to ENs (an updated presentation is coming soon)

Monthly Earnings Estimator Tool: The Monthly Earnings Estimator Tool is a tool to assist Employment Networks (ENs) to determine when a beneficiary's earnings might qualify for payment under the Ticket to Work program. It does not deal with the other factors that are taken into account in determining when an EN qualifies for payment. This training describes how the Social Security Administration (SSA) considers earnings, it demonstrates the use of the Monthly Earnings Estimator to calculate possible eligible earnings months, and encourages ENs to use the estimator in conjunction with other factors to properly submit payment requests.

Last Updated: 7/12/2016

  • Monthly Earnings Estimator Tool Presentation (PDF) (PPT)

Split Payments: Often times a beneficiary will receive services from one Employment Network (EN) and continue their path to self-sufficiency with another EN. However, those services provided by the earlier EN may not have been properly compensated. In those cases, a determination is made to share or split the payment among the service providers. This training is designed to assist EN staff with the split payment process.

Last Updated: 5/13/2015

  • Split Payments Presentation (an updated presentation is coming soon)