Library & Tools

This webinar, held on March 6, 2025, reviewed recent SSA policy updates that are important for SOAR case workers to understand.

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

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.

Words are powerful, and the words we choose impact understanding, interpretation, and ultimately, the outcomes of disability applications. By carefully choosing our words, we convey respect for the applicant’s experience and their intrinsic value as people first.

On this webinar, held on August 15, 2024, the SAMHSA SOAR TA Center shared tips for writing effective MSRs.

The Social Security Administration's (SSA) Online Services can be used by representatives (such as SOAR providers) 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.

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.

State-specific Medicaid waivers can help expand access to services for children with disabilities.

This webinar, held on August 23, 2023, addressed the concept of “materiality” and how to demonstrate to DDS that past or ongoing substance use is not material to a finding of disability

Here are the SSA forms, links, and other helpful resources you will need to complete SSI and/or SSDI applications.