Library & Tools

This is a walkthrough of the SOAR Online Application Tracking (OAT) Program.

This session is intended for SOAR-trained practitioners!

This session is intended for SOAR-trained practitioners!

This session is intended for SOAR-trained practitioners!

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

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

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.

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.

The Work History Report (SSA-3369) helps Disability Determination Services (DDS) to obtain detailed vocational information about the jobs the applicant held in the 15 years prior to becoming unable to work due to his or her illnesses, injuries, or conditions.

The Social Security Administration (SSA) may ask the applicant to complete an SSA-821 Work Activity Report if he/she continued to work after the alleged date of onset. This article provides additional information and tips for assisting applicants with this form.