Recently Asked Questions

How can I help someone apply for survivor benefits? in Application Process
Here is some more information about Survivor’s benefits: There is helpful information about who might be eligible to receive benefits. They’ll need to call SSA to apply for survivor’s benefits, as it can’t be done online. We don’t have a guide, but...
If someone worked while in prison, is it considered earned income? Should it be listed on the SSI/SSDI application as prior employment? Do you get work credits from it? in Criminal Justice
Employment while incarcerated (with no access to the community) will not appear in an individual's work history with SSA. These earnings are not taxed and will not be counted as earned income when applying for SSI/SSDI. We encourage you to include these jobs as "specialized job training" on...
How do I assist a client who already has a pending SSI/SSDI application that was submitted without a case manager's assistance? Is it best to fill out ROIs to learn more about the determination or withdraw? in Application Process
The SOAR process can definitely be used to assist applicants with a pending initial or reconsideration level SSI/SSDI claim. To confirm the correct claim level, you will submit the SSA-3288: Consent for Release of Information to the SSA field office. SOAR practitioners are often well positioned to...
Is there a flow chart to follow for assisting with appeals? in Appeals
We don't have a flow chart, but we do have several articles and documents that provide guidance for assisting with Appeals. Be sure to take a look at the "Toolkit for Case Managers: Submitting SSI/SSDI Appeals Using the SOAR Model" found on that page.