Library & Tools

Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI/SSDI applicant.

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.

April is National Social Security Month! In 2021, we honored Mike Nolan, one of the SOAR initiative’s longest-standing supporters at the Social Security Administration (SSA).

There are two SSA disability programs: Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). People often confuse them. Both programs are federally funded and administered by the Social Security Administration.

The Social Security Administration (SSA) sends out automatic letters to applicants during the SSI/SSDI application process. To prevent unnecessary distress for applicants, we recommend letting applicants know that they may receive these notices shortly after applying.

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).

The SOAR TA Center encourages the use of a great service offered by the Social Security Administration, my Social Security

Understanding SSA's disability criteria helps the SOAR case manager assess the documentation necessary to support the claim of disability.

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.

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