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  • SSI/SSDI Post-Entitlement Events Guide

    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.

    Type:
    Guides
    Date:
    Jun, 2021
  • SOAR Collaboration with SSA’s Office of Hearings Operations (OHO)

    This article explains how you can promote SOAR with your Social Security Administration (SSA) Office of Hearings Operations (OHO) office to help ease their backlog and workload issues, while at the same time, improving access to expedited decisions for SOAR applicants.

    Type:
    Article
    Date:
    Sep, 2019
  • Reviewing Denial Notices and the Electronic Folder

    When you are preparing to appeal a denial of disability benefits, the first thing you should do is request the case file so that you can review key components of the file and decision!

    Type:
    Article
    Date:
    May, 2016
  • Prior or Pending Applications

    It is important to find out whether someone has a pending initial claim or is waiting for a reconsideration or an appeals hearing before starting a new application.

    Type:
    Article
    Date:
    Sep, 2013
  • Opening an Encrypted SSA CD-ROM

    The Social Security Administration (SSA) keeps all new disability files in electronic format. Applicants and authorized representatives have the right to obtain relevant application information on a CD-ROM. When you are preparing to appeal a denial of disability benefits, you should request the case file so that you can review key components of the file and decision.

    Type:
    Article
    Date:
    May, 2016
  • Avoiding and Managing SSI/SSDI Overpayments

    SSI/SSDI overpayments may cause undue hardship for beneficiaries who are experiencing or at-risk for homelessness. This article provides tips for avoiding overpayments and steps to follow in the overpayment appeal/waiver process.

    Type:
    Article
    Date:
    Dec, 2017
  • Appointed Representative Services (ARS)

    Appointed Representatives assisting with ALJ hearings and Appeals Council level cases can obtain online access to applicants’ electronic folders by enrolling in Appointed Representative Services (ARS). There are also benefits to enrolling in ARS, even if you only assist with initial claims.

    Type:
    Article
    Date:
    Sep, 2016