Library & Tools

This toolkit combines articles from the SOARWorks website as well as other materials into one comprehensive resource about the Social Security Administration (SSA) appeals process.

This culturally tailored toolkit was developed to guide SOAR providers in establishing, growing, and sustaining their SOAR initiatives with Native communities.

The Function Report (SSA-3373) helps DDS to obtain information about how an applicant’s illness(es) and condition(s) affect their ability to function and perform everyday tasks.

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

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.

To be appointed as the applicant’s representative, the case manager must complete the SSA-1696: Appointment of Representative form. Here are a few tips for filling out the SSA-1696.

The SAMHSA SOAR TA Center has created a toolkit to provide helpful suggestions and key considerations when hiring and supervising SOAR case workers.

Here are step-by-step instructions for completing the SSA e-1696: Appointment of Representative.

This toolkit will help you to develop a SOAR referral process for your community or agency that helps ensure that potentially eligible individuals are connected with SOAR-trained providers who are available to assist.

Here are the SSA forms, links, and other helpful resources you will need to complete SSI and/or SSDI applications.