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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.
For applicants with mental disorders, DDS examiners look at a person’s ability to function in four primary areas. Your responsibility is to describe the functioning of the individual in as much detail as possible and to document how the person’s illness impairs his or her ability to function and maintain employment at a substantial gainful level.
Are you ready to submit your first SOAR-assisted SSI/SSDI application packet? This infographic provides a simple flowchart for how to best contact your local SSA office.
This webinar, held on January 22, 2020, explored Step 3 and Step 5 of SSA's Sequential Evaluation process -- the only two steps at which an applicant can be found disabled.
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.