Library & Tools

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 worker must complete the SSA-1696: Appointment of Representative form. Here are a few tips for filling out the SSA-1696.

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

All Appointed Representatives assisting SSI/SSDI claimants using the SSA-1696 must now register as a Representative using the new SSA-1699: Representative Registration form.

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

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

This session is intended for SOAR State Team Leads, Local Leads, and Agency Leads/Supervisors

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