article SOAR Tools and Worksheets Published: September 16, 2026 Getting Started Standard SOAR Process for Completing SSI/SSDI Applications (.pdf) [241.43 KB] Access the SSA forms you'll need Is this a SOAR Applicant? Sample SOAR Referral Application Tool (.docx) [43.57 KB] Definitions of Homelessness (.docx) [39 KB] Information Gathering Initial Meeting Worksheet (.docx) [28.48 KB] SSA Forms Guide (.pdf) [157.88 KB] Application Tracking Worksheet (.pdf) [161.46 KB] Non-Medical Information Documenting In-Kind Support and Maintenance (ISM) (.pdf) [105.95 KB] SSI Income/Resource Worksheet (.pdf) [126.59 KB] Sample Rental Loan Agreement (.docx) [31.92 KB] Medical Records Collection Sample Agency Authorization for Release of Information (.pdf) [145.96 KB] Sample Medical Records Request Cover Letter (.docx) [37.8 KB] Frequent Medical Records Department Contact Worksheet (.xlsx) [21.22 KB] Sample Multi-Agency Release (.pdf) [103.87 KB] Medical Records Request Tracking Worksheet (.docx) [25.11 KB] Medical Summary Report Tools FAST MSR Interview Guide (.pdf) [260.14 KB] FAST MSR Template (Blank) (.docx) [31.26 KB] FAST MSR Template (With Instructions) (.docx) [86.88 KB] Interviewing Deaf and Hard of Hearing Individuals for the MSR (.pdf) [127.36 KB] Supporting Documentation Sample Letter from Collateral Source (.docx) [35.56 KB] Sample Employer Letter to Support Claim (.pdf) [68.05 KB] Application Review and Submission Quality Review Checklist (.pdf) [220.69 KB] Online Disability Benefits Application and Adult Disability Report SOAR Checklist for Initial Claims (.pdf) [149.31 KB] Post-Benefit Sample Physician Letter - SSI Continuation During Hospital/Nursing Home Placement (.docx) [489.72 KB] Avoiding and Managing SSI/SSDI Overpayments Employment SSDI Trial Work Period Tracking (.docx) [104.47 KB] SSI Benefits & Work: Worksheet (.docx) [32.06 KB] Income and Benefits Calculator (.xlsx) [60.59 KB] Appeals Sample Good Cause for Late Filing Letter to SSA (.docx) [30.31 KB] Sample "On the Record" Review Request (.docx) [31.81 KB] Recent Articles Article SSA’s “All” Evidence Rule: What does this mean for the SOAR Practitioner? Article The Social Security Administration (SSA) Quality Review Process Article Identifying Possible Special Medical Vocational Profiles Classification Focus Age: Adults, Seniors / Older Adults Topic Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR) Language English
