Library & Tools

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.

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.

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.

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.

This webinar, held on January 28, 2015, focused on coordinated assessment, also known as coordinated entry or coordinated intake -- a new requirement for all HUD Continuums of Care (CoCs) as established by the HEARTH Act.

This webinar, held on May 13, 2015, provided the background, tips and tools necessary to implement consumer/peer initiatives within SOAR programs to increase service capacity.

On this webinar, held on October 12, 2016, the SOAR TA Center and SOAR leaders discussed the challenges and successes implementing and sustaining SOAR in their rural areas.

In 2011, the SOAR TA Center conducted a webinar series on “Strengthening SOAR Applications.”  We are pleased to bring back an updated version of this popular series in January 2017. 

On this webinar, held on July 20, 2017, the SOAR TA Center walked through two fantastic tools, loaded with strategies that can be easily replicated for collaborating with SSA and DDS.

After completing the SOAR Online Course, case workers implementing the SOAR model with SSI/SSDI applications should complete the following steps as part of a standard SOAR workflow. This process is a collaborative effort between the SOAR provider, the Social Security Administration (SSA), and Disability Determination Services (DDS) that enables SOAR case workers to complete the SSI/SSDI application process efficiently and effectively.