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.
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.
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.