I have a client that recently applied for SSI with assistance from a non-SOAR case manager. Am I able to take over this application by submitting a new release form?
Question:
I have a client that recently applied for SSI with assistance from a non-SOAR case manager. Am I able to take over this application by submitting a new release form?
Answer:
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Yes, you are absolutely able to work on an application that is in progress!
You will submit the SSA-1696 form to SSA to become the applicant’s representative and determine where the application is in the evaluation process. You can then work quickly to submit any necessary SOAR Critical Components to strengthen the application (e.g., medical records, Medical Summary Report).