A client has already met with SSA to begin an application. Can the application be switched to SOAR and then I can work with them?
Yes, the SOAR process can assist with an application that has already been started. It won't be "switched" to SOAR by SSA because SOAR is a model for submitting a complete and thorough SSI/SSDI application.
I would recommend submitting the SSA-1696: Appointment of Representative form to the local SSA field office where the claim was started. Then, you can assist by collecting and submitting medical records, writing and submitting a Medical Summary Report, and making sure all application forms are complete.
Since the applicant met with SSA, their application is already being processed - so the more information you can provide quickly to SSA and DDS, the better!View