Library & Tools

This issue brief, developed by the SAMHSA SOAR TA Center, describes: the misconceptions about employment and loss of disability benefits; how earned income from employment affects SSI/SSDI benefits and Medicare/Medicaid coverage; the employment resources and work incentives offered by SSA to current SSI/SSDI beneficiaries; and the role SOAR programs can play in connecting individuals to employment resources.

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. 

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 SSA-3368: Adult Disability Report helps DDS to obtain a complete picture of the applicant’s medical history and treatment. Complete information is essential. Be sure to include all information available to you.

The SSA-8001 is an abbreviated version of the SSA-8000: Application for Supplemental Security Income. While we discourage the use of the SSA-8001 in the SOAR model, this article contains helpful guidance for how to complete this form.

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

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