Application Toolbox

Welcome to the SSI/SSDI Application Toolbox! Here you will find the basics: the tools and forms you will need to complete and submit an SSI/SSDI application using the SOAR process. To learn more, enroll in the SOAR Online Curriculum.

It is important to note that for these tools to be most effective, there must be a SOAR Process in place for submitting applications to your local SSA/DDS office.

Application Toolbox


We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

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

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

Here are some tools created by the SOAR TA Center that are specific to the child SSI application process. 

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).

This guide will help you complete an SSI/SSDI application using the SOAR model. You have 60 days from the protective filing date (PFD) to submit a complete application packet to the Social Security Administration (SSA).  We encourage you to complete the process in less time as you are able.

After you have worked with the applicant to collect all of the information necessary for his/her application, you will need to assemble the complete application packet. The inclusion of supplemental documentation, in addition to the required SSA forms, distinguishes a SOAR application packet from a typical application packet.


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