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Social Security Administration (SSA) Forms and Resources
Here are the SSA forms, links, and other helpful resources you will need to complete SSI and/or SSDI applications.
SSA Annual Updates
Find up-to-date information on the rates that SSA sets annually.
SOAR Webinar: Understanding New SSA Policies and Online Services
Soon to Come
This webinar, held on March 6, 2025, reviewed recent SSA policy updates that are important for SOAR case workers to understand.
How to Contact SSA
Are you ready to submit your first SOAR-assisted SSI/SSDI application packet? This infographic provides a simple flowchart for how to best contact your local SSA office.
SOAR Webinar: SSA’s Sequential Evaluation- Understanding Step 3 (The Listings) and Step 5 (The Grids)
This webinar, held on January 22, 2020, explored Step 3 and Step 5 of SSA's Sequential Evaluation process -- the only two steps at which an applicant can be found disabled.
Notices from the Social Security Administration during the SSI/SSDI Application Process
The Social Security Administration (SSA) sends out automatic letters to applicants during the SSI/SSDI application process. To prevent unnecessary distress for applicants, we recommend letting applicants know that they may receive these notices shortly after applying.
Completing the SSA-1699: Representative Registration
Here is some guidance for completing the SSA:1699 to register as a Representative with SSA.
About Representative Registration
All Appointed Representatives assisting SSI/SSDI claimants using the SSA-1696 must now register as a Representative using the new SSA-1699: Representative Registration form.
SSA Online Services: A How-To Guide for SOAR Providers
The Social Security Administration's (SSA) Online Services can be used by representatives (such as SOAR providers) to efficiently communicate with, acquire information from, and send information to SSA. This guide describes who is eligible, how to obtain access, and the key uses for each online service. If you have questions, please contact your HU SOAR Center Liaison.
SSA POMS: Mental Limitations
The Program Operations Manual System (POMS) is a resource used by Social Security employees to process claims for Social Security benefits. It provides detailed instructions and guidance on various aspects of benefit administration. Here we review POMS DI 25020.010-Mental Limitations.
Developing SSI/SSDI Applications for Individuals with Long COVID
Here is some guidance from the SAMHSA SOAR TA Center and the Social Security Administration for gathering information about and documenting Long COVID for SSI/SSDI applications.
Recognizing National Social Security Month
April is National Social Security Month! In 2021, we honored Mike Nolan, one of the SOAR initiative’s longest-standing supporters at the Social Security Administration (SSA).