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  • 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
  • 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
  • Identifying SOAR Applicants

    Here is some guidance to help case workers identify adults who are experiencing or at risk of homelessness who may be eligible for Social Security Administration (SSA) disability benefits. While we do not want to discourage anyone from applying for SSA benefits, this guidance can help you identify individuals that most need your assistance with their SSI/SSDI application.

    Type:
    Guides
  • 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
  • Steps to Completing an SSI/SSDI Application Using the SOAR Model

    This guide will help you complete an SSI/SSDI application using the SOAR model. You have 60 days from the protective filing date (PFD) to submit a complete application packet to the Social Security Administration (SSA). We encourage you to complete the process in less time as you are able.

    Type:
    Guides
  • The SOAR Model: Critical Components

    The SOAR model for completing SSI/SSDI applications utilizes five critical components that significantly increase the likelihood of an approval for those who are eligible.

    Type:
    Guides
  • The SOAR Process: Critical Components in Action

    How does the SOAR application process differ from the conventional application process? Let's see how implementing SOAR critical components helps the disability determination process move more smoothly and quickly.

    Type:
    Guides