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.

February is Black History Month, a time for us to honor Black Americans’ achievements in the face of systemic oppression throughout our Nation’s history. 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.

In the process of collecting medical evidence, the DDS examiner may decide that there is insufficient information to make a determination about disability. In this case, the DDS examiner can request an evaluation from an outside source called a Consultative Exam (CE).

When assisting an individual with completing and electronically signing an Online Disability Benefit Application the applicant will need to create a my Social Security account. The SAMHSA SOAR TA Center has developed guidance for SOAR providers.

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.