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If a person has already filed an SSI/SSDI application prior to meeting with the SOAR benefit specialist and they meet SOAR criteria, can we still file the SSA 1696 and represent the client's claim under the SOAR model if the client requests this?

If a person has already filed an SSI/SSDI application prior to meeting with the SOAR benefit specialist and they meet SOAR criteria, can we still file the SSA 1696 and represent the client's claim under the SOAR model if the client requests this? in topic Application Process

Answer

Absolutely!

SOAR case workers can submit the SSA-1696: Appointment of Representative form to the SSA field office, and then begin communicating with SSA/DDS about the status of the application and any additional information needed. They can gather medical records, write a Medical Summary Report, and assist with SSA forms

You can learn more about this by reviewing the article, "Prior or Pending Applications."