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  • 2023 National SOAR Outcomes

    The SOAR TA Center has released the outcomes of SSI/SSDI applications submitted using the SOAR process from 2006 through June 30, 2023.

    Type:
    Article
    Date:
    Nov, 2023
  • 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
  • Sample Medical Summary Reports

    We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

    Type:
    Article
    Date:
    Jan, 2017
  • SOAR Succession Planning

    Staff turnover while there are pending disability applications can confuse and concern the applicant, the Social Security Administration (SSA), and Disability Determination Services (DDS). This checklist helps agencies effectively transfer applications to a new SOAR case worker, resulting in a frustration-free experience for all.

    Type:
    Article
    Date:
    Mar, 2024
  • SOAR Tools and Worksheets

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

    Type:
    Guides
    Date:
    Mar, 2024
  • SSA Annual Updates

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

    Type:
    Article
    Date:
    Mar, 2022
  • 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