Library & Tools

The Medical Summary Report (MSR) is SOAR’s signature tool and key to a successful application. It provides a succinct, comprehensive summary of the applicant’s personal and treatment history and its impact on his or her life. It also clearly describes the factors affecting functioning and ability to work.

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

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.

This article provides example descriptions for the areas of mental functioning. The “effective” functional descriptions clearly link the symptoms of the applicant’s illness with their limitations.

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.

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

Recipients of SSDI are eligible for Medicare two years after their SSDI eligibility began. This article provides an overview of programs that can assist individuals with the expenses associated with Medicare, such as premiums, deductibles, and co-pays.