Library & Tools

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.

The Social Security Administration (SSA) sends out automatic letters to applicants during the SSI/SSDI application process. To prevent unnecessary distress for applicants, we recommend letting applicants know that they may receive these notices shortly after applying.

The SOAR TA Center encourages the use of a great service offered by the Social Security Administration, my Social Security

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

In an effort to better identify appropriate SOAR claimants, identifying claims which are more likely to have a favorable outcome is paramount. Social Security has developed Special Medical Vocational Profiles, which are rare combinations of adversities that combine, along with impairments, to result in a finding of disabled. 

This infographic provides a simple flowchart for how to best contact your local SSA office.

Documenting substance use for an application is not just about finding out how much the person uses or how often.

The CE report should show not only the individual’s symptoms, laboratory findings (psychological test results), and diagnosis but also the effect of the mental disorder on the individual’s ability to function in personal, social, and occupational situations.

Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.

When assisting an individual with completing and electronically signing an Online Disability Benefit Application the applicant will need to create a my Social Security account. The SAMHSA SOAR TA Center has developed guidance for SOAR providers.