Library & Tools

Case managers are encouraged to support individuals to pursue their vocational goals, both before and after applying for SSI/SSDI. This overview will briefly discuss how the Social Security Administration (SSA) views the work activity of an SSI/SSDI applicant, and the many work incentives available to beneficiaries.

Understanding SSA's disability criteria helps the SOAR case manager assess the documentation necessary to support the claim of disability.

Providing accurate work history information is absolutely vital to include in all SOAR applications. SSA uses this information to determine if the applicant is able to return to past work, or perform other work in the national economy. This webinar, the first in our "Completing Quality SOAR Applications" series, was held on April 25, 2018, and addressed strategies for obtaining accurate work history information. 

Released by U.S. Department of Veterans Affairs (VA) in July 2018, and updated in 2023, this tool helps demonstrate how income from employment and/or VA disability benefits will affect Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI).

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.

This webinar, held on January 22, 2020, explored Step 3 and Step 5 of SSA's Sequential Evaluation process -- the only two steps at which an applicant can be found disabled.

On this webinar, held on June 18, 2020, we introduced our updated SOAR Appeals Toolkit and guest speakers offered practice tips on effectively representing SOAR applicants with appeals.

On this webinar, held on October 29, 2020, we discussed SSA Work Incentives and other employment resources, busted some myths surrounding working while applying for and receiving benefits, and presented an updated issue brief from the SAMHSA SOAR TA Center.

The Social Security Administration now offers a video option for Administrative Law Judge appeal hearings.

SSA is now evaluating the long-term effects of COVID-19 when determining disability. On April 16, 2021, SSA issued an Emergency Message (EM) with guidance to its employees for evaluating adult disability cases that include an allegation or diagnosis of COVID-19. Here are the key points of the EM as well as tips for SOAR practitioners to effectively represent SSI/SSDI applicants whose functioning is impacted by COVID-19.