SOAR Tools and Worksheets - Child SSI Applications

See SOAR Tools & Worksheets for Adult SSI/SSDI Applications

Getting Started

• Standard SOAR Process for Completing Child SSI Applications 
• Adult SSI/SSDI vs. Child SSI Applications: Key Differences (PDF)
• Overview of Children's Activities by Functional Domain and Age Group (PDF)
• Access the SSA Forms you will need

Is this a SOAR Applicant?

• Sample SOAR Referral Application Tool: Child (DOCX)
• SOAR Referral Tracking Spreadsheet (XLSX)
• Definitions of Homelessness
• Identifying SOAR Applicants for Children's SSI
• SOAR Eligibility Decision Tree 

Information Gathering

• Initial Meeting Worksheet: Child (DOCX)
• SSA Forms Guide: Child (PDF)
• Application Tracking Worksheet (DOCX)

Medical Records Collection

• Sample Agency Authorization for Release of Information (DOCX)
• Sample Medical Records Request Cover Letter (DOCX)
• Frequent Medical Records Department Contact Worksheet (XLSX)
• Sample Multi-Agency Release (DOCX)
• Medical Records Request Tracking Worksheet (DOCX)
• Medical and Functional Information for SSI (DOCX)

• Medical Summary Report (MSR) Interview Guide and Template (DOCX)
  • MSR Template only (DOCX)
  • Interviewing Deaf and Hard of Hearing Individuals for the MSR

Application Review and Submission

• Quality Review Checklist (DOCX)
• Online Child Disability Report 
• SOAR Checklist for Initial Child SSI Claims (PDF)