SOAR Package — Forms & Workflow

Submit to SSA to determine if applicant has any prior or pending applications.

Must be mailed or hand-delivered to local SSA field office unless a fax/secure email agreement exists.

Signed by applicant for each treatment provider. Used with your agency release for HIPAA-compliant 'compound authorization.'

Designates you as the applicant's representative. Signed at intake, submitted with the paper packet (Step 9).

YOU WILL SUBMIT THIS WITH THE COMPLETE PACKET AT STEP 9 — not at intake.

Used if the claimant wishes to revoke the representative appointment.

Used if the representative needs to withdraw from the case.

Paper application for SSI. Applicant signs and it is submitted with the paper packet (Step 9).

Alternate SSI application used in specific deferred or abbreviated processing situations.

Submitted upon request from DDS. Document the applicant's functional struggles throughout their work history in the Remarks section.

Upon request from DDS only.

Submitted if the applicant is working or has worked since the alleged onset date.

If applicable — only when the applicant has worked since the onset date.

Used when the applicant receives in-kind support that may affect SSI eligibility.

Documents the applicant's physical work-related abilities and limitations from a medical source.

Documents the applicant's mental work-related abilities and limitations from a medical source.

Completed by a treating physician to assess whether the applicant can manage their own SSA benefits.

Use the paper form as a worksheet. Transfer data to the Online Disability Benefits Application at Step 8.

Paper form is a WORKSHEET — enter data online at Step 8, do not mail this form.

Use the paper form as a worksheet. Transfer data to the Online Adult Disability Report at Step 8.

Paper form is a WORKSHEET — enter data online at Step 8.

Documents the applicant's daily functional limitations. Submitted upon request from DDS.

Upon request from DDS only. Use Remarks section to describe functional struggles.

Medical report specific to applicants with HIV/AIDS.

Disability report for child SSI applications.

Documents household income and resources for child SSI applications.

If applicable.

Function reports for children, organized by age group. Required upon request from DDS.

If applicable — upon request from DDS.

Completed by a teacher to document a child's functional limitations in a school setting.

If applicable.

Checklist for child SSI applications. Include with the paper application packet.

The step-by-step SOAR workflow for Child SSI applications.

Include at the top of the paper application packet (Step 9). Confirms all critical components are present.

The official 12-step SOAR workflow guide for adult SSI/SSDI applications. Updated June 2025.

Use at each weekly meeting with the applicant to gather information for the MSR.

Check with your HU SOAR Center Liaison for the most current version.

The blank MSR template for documenting the applicant's functional impairments and medical history.

Contact your HU SOAR Center Liaison for the most current version. Contact your HU SOAR Center Liaison for the current MSR template.

Example completed MSR for a client with anxiety and depression diagnoses.

2017 sample — content and format may have changed. Use as reference only.

Example completed MSR for a client with anxiety and PTSD diagnoses.

2017 sample — use as reference only.

Example completed MSR for a client with schizoaffective disorder.

2017 sample — use as reference only.

Example completed MSR for a client with borderline intellectual functioning.

2017 sample — use as reference only.

Example MSR used in a reapplication scenario.

2017 sample — use as reference only.

Current 2023 example MSR for a client with anxiety and depression. Reflects updated format and Paragraph B mental functioning areas.

2023 version — preferred over 2017 sample for current submissions.

Example MSR for a client with active substance use disorder. 2023 updated format.

2023 version — new sample, no prior equivalent.

Example MSR for a client with antisocial personality disorder. 2023 updated format.

2023 version — new sample.

Example MSR for a client with bipolar disorder. 2023 updated format.

2023 version — new sample.

Example MSR for a youth client with bipolar disorder. 2023 updated format.

2023 version — youth population sample.

Example MSR for a client with a personality disorder diagnosis. 2023 updated format.

2023 version — new sample.

Example MSR for a youth client with PTSD. 2023 updated format.

2023 version — youth population sample.

Example MSR for a client with schizophrenia. 2023 updated format.

2023 version — new sample.

Your agency release form. Signed alongside SSA-827 for each treatment provider — together they form HIPAA-compliant compound authorization.

Cover letter template for sending records request packets to treatment providers.

Contact your HU SOAR Center Liaison for the most current version. Contact your HU SOAR Center Liaison for this template.

Use at the intake meeting to gather applicant information and take notes.

Contact your HU SOAR Center Liaison for the most current version. Contact your HU SOAR Center Liaison for this worksheet.

Reference document to determine whether a referral is appropriate for SOAR assistance.

2021 document — check with your HU SOAR Center Liaison for a more current version.

Share with applicants who cannot be assisted through SOAR so they can apply on their own.

Contact your HU SOAR Center Liaison for the most current version.

Comprehensive guide for navigating SSA/DDS appeals using the SOAR model.

Use when filing an appeal past the 60-day deadline. SSA accepts Good Cause for late filing for persons experiencing homelessness or serious mental illness.

Request for an On-the-Record decision before a hearing, based on existing medical evidence.

Used when a client has received an overpayment and needs to request a waiver or adjusted repayment.

VA authorization form for releasing a veteran's medical records to SSA.

See the VA Caseworker Guide for context on using this form.

Upload medical records and MSR directly to DDS once a disability examiner has been assigned. Request a bar-coded cover sheet from DDS first.

Medical records and MSR go to DDS via ERE — NOT directly to SSA.

Outcome tracking for SOAR-assisted SSI/SSDI applications. The original SAMHSA OAT system (soartrack.samhsa.gov) has been taken offline. HUTS is the upcoming replacement hosted by HelpU Network.

soartrack.samhsa.gov has been taken down. HUTS (HomesUnited Online Tracking System) is coming soon. Contact your State Team Lead or TA Center Liaison for interim outcome tracking guidance.

SSA's official list of qualifying disability conditions for adults. Confirm that the applicant's documented symptoms correspond to a listed impairment.

SSA's official list of qualifying disability conditions for children.

Yearly updates to SGA amounts, FBR rates, Medicaid thresholds, and other key SSA figures.

Applicants use this account to sign the online application electronically (Step 8). Create the account in advance.

Applicant MUST be present when electronically signing.

SSA resources and guidance specific to applicants experiencing homelessness.