Library & Tools

This guide presents common post-entitlement events that occur for Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) beneficiaries and provides guidance for SOAR-trained case workers to assist SSI/SSDI beneficiaries with navigating these events to maintain eligibility. However, it is not exhaustive. SSI and SSDI post-entitlement events and rules are numerous, oftentimes complex in nature, and specific to a person’s circumstances.

SSA is now evaluating the long-term effects of COVID-19 when determining disability. On April 16, 2021, SSA issued an Emergency Message (EM) with guidance to its employees for evaluating adult disability cases that include an allegation or diagnosis of COVID-19. Here are the key points of the EM as well as tips for SOAR practitioners to effectively represent SSI/SSDI applicants whose functioning is impacted by COVID-19.

Learn more about the impact of Unemployment Insurance and Economic Impact (Stimulus) Payments on SSI/SSDI benefits.

Here is guidance on assisting beneficiaries with completing the SSA-455: Disability Update Report.

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.

This webinar, held on April 11, 2019, provided tips on how to get started on your first SOAR-assisted SSI/SSDI application.

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

The second webinar in our "Completing Quality SOAR Applications" series was held on June 27, 2018 and focused on how to optimize medical records collection and approach SSA’s Listings of Impairments for expediting your SOAR claim.

This guide will help you complete an SSI application for a child using the SOAR model. You have 60 days from the protective filing date (PFD) to submit a complete application packet to the Social Security Administration (SSA). We encourage you to complete the process in less time as you are able.

A key component of the SOAR model is developing strong collaborations with the Social Security Administration (SSA) and Disability Determination Services (DDS). The SOAR TA Center has created a guide to help!