FAQ

Yes! We have a sample application packets for an Adult SSI/SSDI applicant and a Child SSI Applicant available for your review.

We also have sample Medical Summary Reports.

There is a form called the SSA-7050 which you can submit to Social Security for your client to get an itemized statement of their past earnings and employer information; however, it costs $92 to get this record. Here is a link to the SSA-7050: https://www.ssa.gov/forms/ssa-7050.pdf

Generally, we recommend asking the person to name the information about their past jobs within the past 15 years (position, place worked, dates worked, etc.) to the best of their recollection. Then, in the Remarks section of the Adult Disability Report (SSA-3368), you can explain that the work information was provided to the best of the applicant's recollection and may not be completely accurate.

There is a form called the SSA-7050 which you can submit to Social Security for your client to get an itemized statement of their past earnings and employer information; however, it costs $92 to get this record. Here is a link to the SSA-7050: https://www.ssa.gov/forms/ssa-7050.pdf

Generally, we recommend asking the person to name the information about their past jobs within the past 15 years (position, place worked, dates worked, etc.) to the best of their recollection. Then in the Remarks section of the Adult Disability Report (SSA-3368 form) you can explain that the work information was provided to the best of the applicant's recollection and may not be completely accurate.

If a person is guarded when you are interviewing them for the MSR, you can explain to them the importance of you gathering this information and providing it to Social Security as part of the SSI/SSDI application process. If they still don't want to provide you information then you can document in the MSR the person's guarded nature, their behavior and symptoms you observe, and document that you believe it to be due to the symptoms of their mental illness (paranoia, delusions, suspiciousness, etc.). You can try to obtain the information you need for the MSR from the person's medical records and if they are willing to sign ROIs, you can attempt to interview collateral sources such as family, friends, case managers, etc. to obtain information to include in the MSR. 

Please see our suggestions from the field on our COVID-19 resources page: /article/covid-19-resources-soar-providers

In Q58 on the SSA 8000, SSA is trying to determine whether a SNAP application is needed. If the family is receiving SNAP benefits you would mark YES here. That way, SSA will know that a new application does not need to be completed.

Since SSDI is an insurance program, unearned income and resources (such as Unemployment Insurance) do not impact SSDI eligibility. You may be eligible to receive both Unemployment Insurance and SSDI at the same time. Unemployment Insurance has no impact on the SSDI benefit amount or eligibility. 

The short answer is "No" for SSDI and "Yes" for SSI!

If the applicant has never worked, they will not be eligible for Social Security Disability Insurance (SSDI). SSDI eligibility criteria require that you have worked long enough and recently enough to be insured for Social Security disability. However, Supplemental Security Income (SSI) is based upon need, not insured status.

HIPAA requires medical providers to release the patient's records within 30 days after the request is received (https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/access/ind…). Some states have laws that require the release of medical records in fewer than 30 days.

If the person is already receiving Social Security retirement benefits they could be eligible for SSI benefits as well if their Social Security retirement benefit amount is lower than the SSI federal benefit rate (set annually by SSA). You won't need to use SOAR to help this person apply for SSI benefits because they will be applying for SSI aged benefits as opposed to SSI disability benefits. It's a much simpler and quicker process. You can simply help them call their local SSA field office to schedule an appointment to apply for SSI aged benefits.

In short, SSA does not look at the foster parents' income or resources. Once the child goes back home, (even if your agency maintains legal custody), SSA will look at the household income & resources of the parental household.