Library & Tools

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

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

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.

This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.

This infographic illustrates how SOAR makes an impact at the local level.

The following stories were submitted with permission to the SOAR Technical Assistance Center in response to a call for examples of how Social Security disability benefits have changed the lives of people who were experiencing or at risk for homelessness.

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.

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

Here are some tools created by the SOAR TA Center that are specific to the child SSI application process.

This webinar, held on May 9, 2023, addressed how SOAR providers can establish and maintain strong relationships with SSA and DDS.