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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.
SOAR Tools and Worksheets - Child SSI Applications
These are the tools and worksheets created by the SOAR TA Center that can help you in the Child SSI Application process.
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.
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.
SSA Annual Updates
Find up-to-date information on the rates that SSA sets annually.
SOAR Eligibility Decision Tree
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.
Sample SOAR Application Packet - Child
Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI child applicant.
Sample SOAR Application Packet - Adult
Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI/SSDI applicant.
Sample Medical Summary Reports
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.