Categorized In: Case Services - Planned Services
Approved Date: January 23, 2019
Owner: Carla Lasley
Clients who receive local, state, and/or federal benefits will be referred and authorized for Benefits Services in accordance with standard procedures so they may make an informed choice about earning income by working.
1) Following Benefits Orientation, Benefits Orientation Specialist provides the client with a choice of Benefits Service Providers available in the area. (See Benefits Services Providers Form documenting choice or refusal.)
2) Benefits Orientation Specialist completes Referral Form for benefits services and obtains clients / authorized representative's signature on applicable releases (see forms / applicable releases in Benefits Orientation Chapter.) See below for special circumstances and documentation of client refusal of Benefits Services, if applicable.
3) Copies of all referral documents are placed in the case file.
Process for authorizing Benefits Asssessment and Benefits Planning Services
4. Authorize $330.00 for Benefits Assessment. The service is entered in QE2 as: Service Category: Assessment Support; Service: Benefits Assessment.
NOTE: See Pre-Employment Transition Services chapter for details about authorizing Benefits Assessment Services for students in pre-employment transition.
5. VR Benefits Orientation Specialist and VR Counselor receive and review Benefits Assessment report which includes: types of assistance received, different levels of potential income, and work incentives that are options at each level, health insurance/coverage (Medicare/Medicaid/employer/parent) and guidelines for continued coverage. This written report must be received before Benefits Planning can be authorized.
6. The information in the Benefits Assessment report is used in developing the IPE, with information explained to the client by the VR Counselor.
7. After the IPE is signed, the Benefits Orientation Specialist authorizes Benefits Planning for all clients who receive local, state, and/or federal benefits. This service includes, though is not limited to, the following core elements:
8. Authorize $550.00 for Benefits Planning. The service is entered in QE2 as: Service Category: Miscellaneous Training; Service: Benefits Planning.
9. Payment for this service may be made after the B S & A / WIP review meeting is completed and the B S & A / WIP and invoice are submitted to VR.
10. Benefits Orientation Specialist reviews the earnings reporting requirements and tools for reporting when the person begins employment and provides reminders and assistance as needed to support accurate reporting.
Process for authorizing other types of Benefits Services
PASS (Plan to Achieve Self-Sufficiency) Development
2. Authorize $440.00 for PASS Development. The service is entered in QE2 as: Service Category: Miscellaneous Training; Service: PASS Development.
3. Invoice for this service may be paid upon receipt of a copy of the PASS Plan and identification of training and on-going support activities to be arranged for and/or provided to the client.
1. Benefits Management may be authorized when unforeseen problems or crises arise, or critical transition points are reached after the provision of Benefits Planning or PASS Development have been completed. Any issues or concerns present while Benefits Planning or PASS Development services are in progress will be addressed under those authorizations without a separate Benefits Management authorization. Benefits Management may be authorized prior to VR closure (if Benefits Planning has been completed) or as a Post-Employment service. There is a limit of one authorization for Benefits Management before VR closure and one authorization during the Post-Employment period. Elements of the Benefits Management service include, though are not limited to:
2. Authorize $330.00 for Benefits Management. The service is entered in QE2 as: Service Category: Miscellaneous Training; Service: Benefits Management.
3. Invoice for this service may be paid when a written report is submitted and identifies how issues were resolved.
NOTE ABOUT REFUSAL OF BENEFITS SERVICES FOLLOWING BENEFITS ORIENTATION:
As noted in the Benefits Orientation Chapter: During the Benefits Orientation, discussion of the importance of receiving Benefits Services is vital. A client who does not understand work incentives may be limiting their ability to maximize income and benefits to reach greater economic self-sufficiency. The Benefits Orientation Specialist and VR Counselor play a key role in educating clients on the importance of accessing Benefits Services. VR staff should discuss that Benefits Services, among other things: 1) identify work incentives and other tools so that needed benefits are retained while maximizing earnings; 2) provide basic support for budgeting earnings and income; 3) address concerns with Social Security records found to be incorrect or incomplete; and, 4) provide training and information on the importance of properly reporting earnings. If, given all of this information, the client refuses a Benefits Services referral, the client's signature will denote such refusal on the Benefits Services Providers form. The form will be filed in the client record with other consents/releases. The refusal will also be documented in a Customized Task note, titled, "Benefits Services Refusal." The note will include the reasons why the person refused the service.
Benefits Services provide a comprehensive review of the client's information to assess real or potential impact of employment on the client's local, state and federal benefits, and the Ticket to Work program.
The client can get further information about the Ticket program by visiting www.choosework.net. For questions, the client can call the Ticket to Work Help Line at 1.866.968.7842/866.833.2967 (TTY/TDD) Monday through Friday from 8 a.m. to 8 p.m. EST or send an e-mail email@example.com.
|Concurrent Work Incentive Guide 2020|
|Title II: Social Security Disability Insurance Work Incentives Guide - 2020|
|Title XVI: Supplemental Security Income Work Incentives Guide - 2020|
|BP/Documentation of choice of Benefits Services Providers|
|Concurrent Work Incentives Guide 2021|
|Title II: Social Security Disability Insurance Work Incentives Guide 2021|
|Title XVI Supplemental Security Income Work Incentives Guide 2021|