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.

An SSA ruling clarifies existing regulations which require that claimants and/or their authorized attorney or non-attorney representatives inform SSA about, or submit all evidence known to them that relates to their disability claim. This article will discuss the purpose of the ruling, outline key requirements, and present a few scenarios which a SOAR practitioner may encounter.

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!

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.

On this webinar, held on July 20, 2017, the SOAR TA Center walked through two fantastic tools, loaded with strategies that can be easily replicated for collaborating with SSA and DDS.

On this webinar, held on May 25, 2021, the SAMHSA SOAR TA Center addressed barriers to equity in SOAR implementation and presented strategies to overcome them.

On this webinar, held on May 24, 2022, we discussed implementing a referral process to ensure equitable access to SOAR services.

This webinar, held on March 8, 2023, spotlighted successful collaborations between SOAR practitioners and medical providers.

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

SOAR programs must consider how implicit biases may contribute to disparities in how SOAR services are accessed by and delivered to diverse groups. From hiring and supporting staff to identifying eligible SOAR applicants to writing a Medical Summary Report (MSR), there are many ways to encourage diversity, equity, and inclusion in SSI/SSDI application assistance while creating work environments where SOAR providers can thrive.