This decision tree will help caseworkers determine whether they should complete a SOAR-assisted SSI/SSDI application for an individual with whom they are working.
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.
When assisting an individual with completing and electronically signing an Online Disability Benefit Application the applicant will need to create a my Social Security account. The SAMHSA SOAR TA Center has developed guidance for SOAR providers.
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.