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  • Representative Registration Using the SSA-1699

    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.

    Type:
    SSA Forms
    Date:
    Oct, 2024
  • FAQs for Working While Applying for or Receiving Social Security Disability Benefits

    Individuals applying for or receiving Social Security Disability Insurance (SSDI) and/or Supplemental Security Income (SSI) can work. Individuals should contact the Social Security Administration (SSA) for comprehensive information regarding eligibility for benefits and visit the SSA website to learn more about eligibility criteria.

    Type:
    Article
    Date:
    Aug, 2024
  • SSA Online Services: A How-To Guide for SOAR Providers

    The Social Security Administration (SSA) Online Services can be used 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.

    Type:
    Article
    Date:
    Apr, 2024
  • SSA POMS: Mental Limitations

    The Program Operations Manual System (POMS) is a resource used by Social Security employees to process claims for Social Security benefits. It provides detailed instructions and guidance on various aspects of benefit administration. Here we review POMS DI 25020.010-Mental Limitations.

    Type:
    Article
    Date:
    Apr, 2024
  • SOAR Supervision Checklist

    SOAR (SSI/SSDI Outreach, Access, and Recovery) case workers assist eligible individuals who are experiencing or at risk of homelessness and have a serious mental illness, medical impairment, and/or a co-occurring substance use disorder to apply for Social Security Disability benefits. Due to the unique nature of the position, the following are helpful suggestions and reminders when supervising SOAR case workers.

    Type:
    Article
    Date:
    Mar, 2024
  • SOAR Succession Planning

    Staff turnover while there are pending disability applications can confuse and concern the applicant, the Social Security Administration (SSA), and Disability Determination Services (DDS). This checklist helps agencies effectively transfer applications to a new SOAR case worker, resulting in a frustration-free experience for all.

    Type:
    Article
    Date:
    Mar, 2024
  • SOAR Recertification Process

    The SOAR Recertification Process aims to ensure that case workers who passed the SOAR Online Course more than one year ago but have not yet utilized the SOAR model to assist with SSI/SSDI applications are refreshed on the process. It also offers an opportunity for SOAR practitioners to verify their involvement with and knowledge of SOAR without having to complete the SOAR Online Course multiple times or on a yearly basis.

    Type:
    Article
    Date:
    Feb, 2024
  • Encouraging Employment: Self-Employment

    Individuals who receive disability benefits through the Social Security Administration’s (SSA) Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) programs may combine their benefits with employment income. Self-employment or “gig work” may be an opportunity to maximize income for individuals who prefer a less formal, more flexible, and individualized employment option.

    Type:
    Article
    Date:
    Jul, 2023