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Find answers to frequently asked questions.

Question:
If the client is not homeless or at risk of being homeless, can I still assist them via SOAR?

All of the SOAR Critical Components and techniques learned in the SOAR Online Course can be used for any SSI/SSDI application. However, in order to indicate to SSA/DDS that it is a "SOAR" claim, the applicant must be experiencing or at risk of homelessness, as defined here.

Further, you want to be sure that you are following any additional steps as required by your State or community’s established SOAR process.

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Question:
Once I have passed the SOAR Online Course am I required to attend any other trainings in order to keep my certification?

The SOAR TA Center does not require any further training but we always recommend that SOAR-trained practitioners stay up-to-date by re-visiting the website, reading our e-newsletters, attending our webinars, etc.

While we consider those who pass the SOAR Online Course to be "SOAR-trained," it is not a formal "SOAR Certification" so to speak.  However, many states implement their own SOAR Certification procedures so it is important to know about your state's SOAR Process. Please visit your state's page for more information.

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Question:
What form do we need signed from the applicant to be able to speak to a friend or relative for additional functioning information?

A general privacy release can be used to communicate about the applicant to friends/relatives/other service providers, etc. This can be the SOAR sample (even if it is not for medical records) or a more generic one. Here is another example from CSH.  Most agencies have a privacy release that they use at intake or for these purposes. 

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Question:
Can a person establish a protective filing date online even if they are only applying for SSI and not SSDI? What if they have no work credits and can't apply for SSDI?

Absolutely!  Initiating the Online Disability Benefit Application sets the protective filing date for SSI as well as SSDI. Even without work credits, there are other ways an applicant may qualify for SSDI so we recommend applying for both programs. Further, completing the online application is an efficient way to submit medical and work information that is necessary to apply for SSI.

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Question:
Once a protective filing date is set with SSA how long do I have to submit the completed application and medical summary report?

Once you have set the Protective Filing Date (PFD), you have 60 days to submit the complete application & MSR.  Read Steps in the SSA Disability Application Process.

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Question:
Can I use the SSA-8001 form instead of the SSA-8000 when using the SOAR model?

We recommend against using the SSA-8001 form for a SOAR application because it contains less comprehensive information about an applicant’s income and resources. As such, the applicant would still need to complete an in-person or phone interview with SSA in order to complete the SSA-8000. By completing the SSA-8000 and turning it in to SSA, you can often avoid the need for this interview.

If you find that your local SSA office is not accepting the SSA-8000 from in lieu of an interview, I encourage you to reach out to your SOAR TA Center Liaison and SOAR State Lead so that they can provide local assistance.

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Question:
After registering for the online course, at what point has it been too long to send in the MSR?

It's never been too long! You are welcome to submit your documents for the SOAR Online Course practice case at any time and the system will never time you out.

If you have specific questions about your practice case, email them to soaronline@prainc.com.

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Question:
I am a representative. Can I use the SOAR forms if my client is low-income but not currently homeless?

All of our resources are open-access and free to use when helping applicants. However, we request that you only use the “SOAR” label at Social Security when you are working with individuals who are experiencing or at-risk for homelessness. Read more about how we define homelessness and at-risk. If the applicants you assist do not fit this criteria, you are still welcome to use any of our materials that you find helpful, without marking the application as “SOAR” at Social Security.

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Question:
How long does it take to find out if you passed the course?

All complete packets submitted to SOAR TA Center will be reviewed within 10 business days. If your application packet is complete and without major errors or omissions, you will receive a Certificate of Completion. If there are significant errors/omissions, you will be invited to revise your packet and resubmit it for a second review. Once we receive your updated documents, you will hear from us within 7 business days. If the errors/omissions have been corrected, you will receive a Certificate of Completion.

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Question:
How long should one class last?

We estimate that the full SOAR Online Course takes approximately 16-20 hours to complete, including time spent working on the practice case study. The length of each class varies, as some classes contain more articles than others. Also, we designed the course so that trainees can work through it at their own pace. As a result, the time spent in each class varies from person to person.

If you are finding that the classes are taking a significant amount of time and you have questions about the material, I encourage you to reach out to your SOAR TA Center Liaison.

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