Skip to main content

Icon library tools 0 Library & Tools

  • Standard SOAR Process for Completing SSI/SSDI Applications

    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.

    Type:
    Guides
    Date:
    Jul, 2017
  • 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
  • SSA Annual Updates

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

    Type:
    Article
    Date:
    Mar, 2022
  • 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:
    Jul, 2023
  • SOAR Eligibility Decision Tree

    This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.

    Type:
    Infographic
    Date:
    Jun, 2022
  • 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