Library & Tools

After completing the SOAR Online Course, case workers implementing the SOAR model with SSI/SSDI applications should complete the following steps as part of a standard SOAR workflow. This process is a collaborative effort between the SOAR provider, the Social Security Administration (SSA), and Disability Determination Services (DDS) that enables SOAR case workers to complete the SSI/SSDI application process efficiently and effectively.

This guide presents common post-entitlement events that occur for Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) beneficiaries and provides guidance for SOAR-trained case workers to assist SSI/SSDI beneficiaries with navigating these events to maintain eligibility. However, it is not exhaustive. SSI and SSDI post-entitlement events and rules are numerous, oftentimes complex in nature, and specific to a person’s circumstances.

Find up-to-date information on the rates that SSA sets annually.

Here are the SSA forms, links, and other helpful resources you will need to complete SSI and/or SSDI applications.

On this webinar, held on May 25, 2021, the SAMHSA SOAR TA Center addressed barriers to equity in SOAR implementation and presented strategies to overcome them.

On this webinar, held on May 24, 2022, we discussed implementing a referral process to ensure equitable access to SOAR services.

Here are some tools created by the SOAR TA Center that are specific to the child SSI application process.

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.

SOAR programs must consider how implicit biases may contribute to disparities in how SOAR services are accessed by and delivered to diverse groups. From hiring and supporting staff to identifying eligible SOAR applicants to writing a Medical Summary Report (MSR), there are many ways to encourage diversity, equity, and inclusion in SSI/SSDI application assistance while creating work environments where SOAR providers can thrive.