Library & Tools

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

Estos son algunos de nuestros recursos traducidos al español. (Here are some of our resources translated into Spanish).

A key component of the SOAR model is developing strong collaborations with the Social Security Administration (SSA) and Disability Determination Services (DDS). The SOAR TA Center has created a guide to help!

SSDI is an insurance program. Therefore, no information about living arrangement or resources is required. Instead, the SSDI application will ask questions about past earnings and entitlement to other benefits. People over 18 years of age who have worked and contributed to the Social Security Trust or others who became disabled before the age of 22 whose parent is deceased or receiving retirement or disability benefits may be eligible.

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 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 SSA-8000 is the form used by the Social Security Administration (SSA) to gather all the non-medical information for the SSI application.

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.

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. 

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.