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  • SSI/SSDI and Employment: A Brief Overview of SSA Work Incentives

    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.

    Type:
    Article
    Date:
    Dec, 2017
  • SSA-821: Work Activity Report

    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. 

    Type:
    SSA Forms
    Date:
    Jan, 2019
  • 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 and Homeless Veterans’ Reintegration Program (HVRP)

    Connecting Veterans with Social Security Administration (SSA) disability benefits is a critical step to increasing income stability for Veterans and their families, particularly for those Veterans whose work activity is limited by disabling conditions. The SOAR model helps individuals obtain SSA disability benefits while they are pursuing their vocational goals through the HVRP Program.

    Type:
    Article
    Date:
    Dec, 2017
  • SOAR and Employment for SSI/SSDI Beneficiaries

    This issue brief, developed by the SAMHSA SOAR TA Center, describes: the misconceptions about employment and loss of disability benefits; how earned income from employment affects SSI/SSDI benefits and Medicare/Medicaid coverage; the employment resources and work incentives offered by SSA to current SSI/SSDI beneficiaries; and the role SOAR programs can play in connecting individuals to employment resources.

    Type:
    Issue Brief
    Date:
    Jul, 2013
  • Sample SOAR Job Description

    Is your agency looking to hire a SOAR Benefits Specialist?  Take a look at this Sample Job Description!

    Type:
    Article
    Date:
    Jun, 2019
  • Pay Equity for Social Workers

    When employers recognize the value of SOAR case workers and coordinators by offering them equitable salaries, the benefits go beyond the individual case worker.

    Type:
    Article
    Date:
    Apr, 2021
  • New VA Tool Helps Maximize Income

    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).

    Type:
    Article
    Date:
    Jul, 2018
  • Integrating SOAR into Social Work Education

    This issue brief provides guidance on how community agencies and local colleges/universities can collaborate to develop partnerships that integrate SOAR within the social work learning process.

    Type:
    Issue Brief
    Date:
    Feb, 2022