Recently Asked Questions

There is information requested on the forms that is not provided in the notes. Examples - preparer information, applicant work history. Where can I find this information? Should I make something up? in SOAR Online Course
There is no need to make up any details about your fictional applicant. All of the information you need to complete the Practice Case application packet is provided to you. Take care to review all materials available on the Practice Case pages at the end of Classes 1-4. This includes applicant...
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.
My client had been receiving SSI prior to being incarcerated. He is now out of jail and would like me to get his benefits turned back on. He has not had it for 2 years now - do we have to start all over again? in Criminal Justice
For applicants that have received SSI prior to incarceration, a new application must be submitted if the applicant was incarcerated for more than 12 months.