References & Resources

A curated library of guides, tools, and templates practitioners can use to navigate disability benefits, health coverage, and income supports.

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  • Article 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.

    Focus
    People with Disabilities: Physical Disabilities, Intellectual and Developmental Disabilities, Brain Injuries
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals
    Language
    English
  • Article The New SOAR Functional Assessment Statement (FAST) Medical Summary Report (MSR)

    The FAST MSR is a letter that describes the individual and their limitations in functioning. It supports the medical records submitted and provides a clear link between an applicant’s illnesses, conditions, and functional limitations.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals
    Language
    English
  • Article Standard SOAR Process for Completing SSI/SSDI Applications

    Case workers assisting adult SSI/SSDI applicants should complete the following steps as part of a standard SOAR workflow.

    Language
    English
  • Article SOAR Critical Components

    Using these five SOAR Critical Components, case workers play a central role in gathering complete, targeted, and relevant information for SSA and DDS, resulting in high-quality SSI/SSDI applications.

    Topic
    Income & Employment: Supported Employment / IPS, Non-Traditional Employment (e.g., gig, self-employment, part-time), Employer Engagement, Income Stability Planning, Work Incentives (e.g., WIPA, Ticket to Work, PASS), Financial Literacy, Benefits Cliffs & Transitions