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  • SOAR Tools and Worksheets

    These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

    Type
    Guides
    Key Resource
    Yes
  • Standard SOAR Process for Completing SSI/SSDI Applications

    After completing the SOAR Online Course: Adult Curriculum, case workers assisting adult SSI/SSDI applicants should complete the following steps as part of a standard SOAR workflow. In many states and communities, there is an established SOAR Process for the submission and processing of SOAR-assisted SSI/SSDI applications. In other areas, the Social Security Administration (SSA) and Disability Determination Services (DDS) may not yet know about the SOAR initiative. Either way, case workers can use the SOAR model to submit quality and complete SSI/SSDI applications efficiently and effectively.

    Type
    Guides
    Key Resource
    Yes
  • Standard SOAR Process for Completing Child SSI Applications

    After completing the SOAR Online Course: Child Curriculum, case workers assisting child SSI applicants should complete the following steps as part of a standard SOAR workflow. In many states and communities, there is an established SOAR Process(i) for the submission and processing of SOAR-assisted SSI applications. In other areas, the Social Security Administration (SSA) and Disability Determination Services (DDS) may not yet know about the SOAR initiative. Either way, case workers can use the SOAR model to submit quality and complete child SSI applications efficiently and effectively.

    Type
    Guides
    Key Resource
    Yes
  • Applicant Self-Help Guide

    This guide will help applicants and/or people supporting them prepare and submit high-quality SSI/SSDI applications when a SOAR provider is not available for assistance.

    Type
    Guides
    Key Resource
    Yes
  • SSI/SSDI Post-Entitlement Events Guide

    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.

    Type
    Guides
    Key Resource
    Yes