Library & Tools

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.

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.

SOAR seeks to increase access to Social Security Administration (SSA) disability benefits for people who are experiencing or at risk of homelessness. To achieve this goal, collaborations with SSA and the Disability Determination Services (DDS) are absolutely essential. SOAR can provide invaluable assistance to both SSA and DDS and, similarly, SSA and DDS can help to streamline the process for SOAR providers and for the applicants they both serve.

This page contains documents and information related to the CABHI: SOAR and IPS Learning Community and Pilot, which was held from 2016-2017.

In 2021, we celebrated the Former Acting Commissioner of Social Security (ACOSS), Carolyn W. Colvin, M.B.A., her achievements while in office, and her support of the SAMHSA SOAR model.

This issue brief, developed by the SAMHSA SOAR TA Center, provides strategies for forming partnerships, examples, and a sample agreement to help hospitals and community programs create collaborations that are mutually beneficial.

Completing the SSA-827 allows SOAR case managers to obtain the applicant’s medical records, in order to verify that they meet the medical eligibility criteria for SSI/SSDI.

Here are some frequently asked questions regarding HIPAA concerns when collecting and releasing medical records.

The National Organization of Social Security Claims Representatives (NOSSCR) has compiled a list of the state statutes and regulations regarding the collection of fees for medical records.

Here is some guidance for completing the SSA:1699 to register as a Representative with SSA.