Library & Tools

This webinar, held on March 6, 2025, reviewed recent SSA policy updates that are important for SOAR case workers to understand.

Are you ready to submit your first SOAR-assisted SSI/SSDI application packet? This infographic provides a simple flowchart for how to best contact your local SSA office.

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.

Here is some guidance for completing the SSA:1699 to register as a Representative with SSA.

The SOAR TA Center has released the outcomes of SSI/SSDI applications submitted using the SOAR process from 2006 through June 30, 2024.

All Appointed Representatives assisting SSI/SSDI claimants using the SSA-1696 must now register as a Representative using the new SSA-1699: Representative Registration form.

The Social Security Administration's (SSA) Online Services can be used by representatives (such as SOAR providers) to efficiently communicate with, acquire information from, and send information to SSA. This guide describes who is eligible, how to obtain access, and the key uses for each online service. If you have questions, please contact your SOAR TA Center Liaison.