Timely Progress Review Notices (TPR)

Initial 24-Month Review Period Notices

• Ticket has been assigned and in use with the same provider for 24 Months, and
• Beneficiary has worked less than 3 months at Substantial Gainful Activity (SGA=$830 for 2005).

• Ticket has been assigned and in use with the same provider for 24 Months, and
• Beneficiary has been deemed to pass due to evidence of work and earnings at or above SGA for 3 months or more, or
• The EN/SVR has submitted the Intial 24-month TPR (Qp1) with a favorable response, or
• The EN/SVR did not return the 24-Month TPR form or submitted an incomplete response to the notice (Qp1).

• Ticket has been assigned and in use with the same provider for 24 Months, and
• The EN/SVR has submitted the Initial 24-month TPR (Qp1) indicating that the beneficiary is not meeting one or more of the criteria to be considered actively participating:
• The beneficiary did not actively participate in his/her employment plan, and/or
• The beneficiary’s employment plan did not include a goal to achieve 3 months of work with earnings at/above SGA in the next 12 months, and/or
• The EN/SVR did not expect the beneficiary to achieve the goal of employment for 3 months of work with earnings at/above SGA in the next 12 months.

• Ticket has been assigned and in use with the same provider for 24 Months, and
• The EN/SVR has submitted the Initial 24-month TPR (Qp1) indicating that the beneficiary is not meeting one or more of the criteria to be considered actively participating:
• The beneficiary did not actively participate in his/her employment plan, and/or
• The beneficiary’s employment plan did not include a goal to achieve 3 months of work with earnings at/above SGA in the next 12 months, and/or
• The EN/SVR did not expect the beneficiary to achieve the goal of employment for 3 months of work with earnings at/above SGA in the next 12 months.

First 12-Month Review Period Notices

• Ticket has been assigned and in-use for 36 months
• The 1st 12-month TPR is due in the same month that the notice is being mailed (i.e., Ticket was assigned 08/2003, 1st 12-month TPR due in 09/2006, and a Qp2 notice is mailed in 09/2006)
• Social Security Administration’s system reflects at least 3 months of earnings at SGA during the 36 months that the ticket has been assigned and in-use
• Provider only needs to respond to the one question, which assesses whether or not the beneficiary is expected to work with earnings at/above Substantial Gainful Activity for 6 of the next 12 months.

• Ticket has been assigned and in-use for 36 months
• The 1st 12-month TPR is due in the same month that the notice is being mailed (i.e., Ticket was assigned 08/2003, 1st 12-month TPR due in 09/2006, and a Qp2 notice is mailed in 08/2006)
• SSA’s system reflects less than 3 months of earnings at/above SGA during the 36 months that the ticket has been assigned and in-use
• EN/SVR must address whether or not the beneficiary has worked with earnings above SGA for 3 months, and, if so, supply evidence of earnings for these months
• EN/SVR must also address whether or not the beneficiary is expected to work with earnings at/above SGA for 6 of the next 12 months.

• Ticket has been assigned and in-use for more than 36 months
• The 1st 12-month TPR is past due (i.e., Ticket was assigned between 01/2002-07/2002, 24-month TPR was not sent and beneficiary was deemed to pass, and 1st 12-month TPR was due 1/2005-07/2005)-- (will only be mailed 8/2005-9/2005)
• SSA’s system reflects at least 3 months of earnings at SGA during the first 36 months that the ticket was assigned and in-use
• EN/SVR only needs to respond to the one question, which assesses whether or not the beneficiary is expected to work with earnings at/above SGA for 6 of 12 months, beginning with the month the 2nd 12-month TPR actually began.

• Ticket has been assigned and in-use for more than 36 months
• The 1st 12-month TPR is past due (i.e., Ticket was assigned between 01/2002-07/2002, 24-month TPR was not sent and beneficiary was deemed to pass, and 1st 12-month TPR was due 1/2005-07/2005)-- (will only be mailed 8/2005-9/2005)
• SSA’s system reflects less than 3 months of earnings at/above SGA during the 36 months that the ticket has been assigned and in-use
• EN/SVR only needs to respond to the one question, which assesses whether or not the beneficiary is expected to work with earnings at/above SGA for 6 of 12 months, beginning with the month the 2nd 12-month TPR actually began.

• A ticket-holder will receive a favorable outcome to the 1st 12-month TPR in one of 4 ways:
• There is pre-existing evidence of earning (3 mo at SGA) and the EN responds favorably to the Qp2 notice, or
• There is no pre-existing evidence of earnings or less than 3 months at SGA, but the EN responds favorably to the Qp2 notice and provides evidence of earnings sufficient to meet the review criteria, or
• There is pre-existing evidence of earnings and the EN’s response was incomplete, but the responses provided were favorable, or
• There is pre-existing evidence of earnings and the EN did not respond to the Qp2.
• Only Providers will receive the favorable outcome notice Gp2.

• A ticket-holder will receive an unfavorable outcome to the 1st 12-month TPR on one of three ways:
• The EN responds unfavorably to the Qp2 notice
• The EN responds favorably to the Qp2 notice, but there is no evidence (pre-existing or provided by the EN) that the ticket-holder met the work/earnings criteria
• The EN does not respond to the Qp2 notice and there is no evidence that the ticket-holder met the work/earnings criteria
• The notice lists the possible unfavorable outcome reasons and one or more items will be checked to indicate the specific reason(s) that particular ticket-holder.

• In the Fp3a notice, the due date of the next 12-month review is 12 months from the date of the unfavorable outcome notice
• Fp3a notices will only be sent for ticket-holders for whom a Qp2a or Qp2b was sent.

• In the Fp3b notice, the due date of the next review is less than 12 months and is the actual date that the ticket-holder’s TPR should be completed (i.e., based on the ticket assignment date).
• Fp3b notices will only be sent for ticket-holders for whom a Qp2c or Qp2d notice was sent.