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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
  • Tracking SOAR Outcomes

    Tracking SOAR outcomes is a critical way to document successes and to target technical assistance needs. Using the SOAR Online Application Tracking (OAT) program, case workers can easily enter application outcome data and generate reports to use for local sustainability efforts.

    Type
    Article
    Key Resource
    Yes
  • SSA Annual Updates

    Find up-to-date information on the rates that SSA sets annually.

    Type
    Article
    Key Resource
    Yes
  • Best Practices for Collaborating with SSA and DDS

    SOAR seeks to increase access to Social Security Administration (SSA) disability benefits for people who are experiencing or at risk of homelessness. To achieve this goal, collaborations with SSA and the Disability Determination Services (DDS) are absolutely essential. SOAR can provide invaluable assistance to both SSA and DDS and, similarly, SSA and DDS can help to streamline the process for SOAR providers and for the applicants they both serve.

    Type
    Article
    Key Resource
    Yes
  • SOAR Critical Component: The Medical Summary Report

    The Medical Summary Report (MSR) is SOAR’s signature tool and key to a successful application. It provides a succinct, comprehensive summary of the applicant’s personal and treatment history and its impact on his or her life. It also clearly describes the factors affecting functioning and ability to work.

    Type
    Article
    Key Resource
    Yes
  • SSI/SSDI and Employment: A Brief Overview of SSA Work Incentives

    Case managers are encouraged to support individuals to pursue their vocational goals, both before and after applying for SSI/SSDI. This overview will briefly discuss how the Social Security Administration (SSA) views the work activity of an SSI/SSDI applicant, and the many work incentives available to beneficiaries.

    Type
    Article
    Key Resource
    Yes
  • SSA and VA Disability Benefits: Tips for Veterans

    Connecting Veterans with Social Security Administration (SSA) disability benefits is a critical step to increasing income stability for Veterans and their families, as well as providing health insurance for those who may not qualify for Department of Veterans Affairs (VA) health care.

    Type
    Article
    Key Resource
    Yes