Library & Tools

An income support plan documents an individual’s income needs and goals and sets action steps for pursuing a variety of income sources

This infographic illustrates the importance of work as a step in the recovery process and how SOAR can help.

On this webinar, held on Tuesday, October 26, 2021, experts in Individualized Placement and Support (IPS) and benefits planning shared how SOAR providers can help SSI/SSDI beneficiaries to access these services.

On this webinar, held on October 29, 2020, we discussed SSA Work Incentives and other employment resources, busted some myths surrounding working while applying for and receiving benefits, and presented an updated issue brief from the SAMHSA SOAR TA Center.

SOAR extends beyond accessing SSI/SSDI and also encourages employment as a means to increase individual income and further promote recovery. This issue brief explores Individual Placement and Support (IPS), a model of supported employment that has been developed over the past 25 years specifically for people who have behavioral health needs.

The Social Security Administration (SSA) may ask the applicant to complete an SSA-821 Work Activity Report if he/she continued to work after the alleged date of onset. This article provides additional information and tips for assisting applicants with this form. 

Released by U.S. Department of Veterans Affairs (VA) in July 2018, and updated in 2023, this tool helps demonstrate how income from employment and/or VA disability benefits will affect Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI).

Providing accurate work history information is absolutely vital to include in all SOAR applications. SSA uses this information to determine if the applicant is able to return to past work, or perform other work in the national economy. This webinar, the first in our "Completing Quality SOAR Applications" series, was held on April 25, 2018, and addressed strategies for obtaining accurate work history information. 

Case managers are encouraged to support individuals to pursue their vocational goals, both before and after applying for SSI/SSDI. This overview will briefly discuss how the Social Security Administration (SSA) views the work activity of an SSI/SSDI applicant, and the many work incentives available to beneficiaries.

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.