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 ALJ Hearings: Prehearing and On the Record (OTR) Reviews

    Under certain circumstances, the SOAR representative can request that a case be referred back to DDS for a Prehearing Review or that the Office of Hearing Operations (OHO) make an On-the Record (OTR) decision prior to an ALJ Hearing. As well, when OHO feels they can make a fully favorable decision without holding a hearing, they can independently refer a case back to DDS and/or make an (OTR)...

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article Frequently Asked Questions for Assisting Youth and Young Adults with Social Security Benefits

    Youth and young adults may be eligible for various Social Security Administration (SSA) benefits, including Survivors, Disabled Adult Child (DAC) benefits, Social Security Disability Insurance (SSDI), and Supplemental Security Income (SSI). Determining eligibility and understanding the application process can be complex. Individuals should contact SSA for comprehensive information regarding...

    Focus
    Age: Youth, Transition-Age Youth
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article SSA-3369: Work History Report

    The Work History Report (SSA-3369) helps Disability Determination Services (DDS) to obtain detailed vocational information about the jobs the applicant held in the 15 years prior to becoming unable to work due to his or her illnesses, injuries, or conditions.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article SSA-821: Work Activity Report

    The Social Security Administration (SSA) may ask the applicant to complete an SSA-821 Work Activity Report if he/she continued to work after the alleged date of onset. This article provides additional information and tips for assisting applicants with this form.

    Topic
    Income & Employment: Work Incentives (e.g., WIPA, Ticket to Work, PASS); Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article Income Support Plans

    An income support plan documents an individual’s income needs and goals and sets action steps for pursuing a variety of income sources

    Topic
    Income & Employment: Income Stability Planning; Benefits Access & Coordination: Benefits Optimization / Coordination
    Language
    English