References & Resources
A curated library of guides, tools, and templates practitioners can use to navigate disability benefits, health coverage, and income supports.
Featured Article
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.
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Article Medical Information and SSA Disability Criteria
Understanding SSA's disability criteria helps the SOAR case manager assess the documentation necessary to support the claim of disability.
- Topic
- Benefits Access & Coordination: SSI/SSDI Applications and Appeals
- Language
- English
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Article SSA Online Services: A How-To Guide
The Social Security Administration's (SSA) Online Services can be used by representatives (such as SOAR providers) to efficiently communicate with, acquire information from, and send information to SSA. This guide describes who is eligible, how to obtain access, and the key uses for each online service.
- Topic
- Benefits Access & Coordination: SSI/SSDI Applications and Appeals
- Language
- English
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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
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Article Income Is Treatment
Why Financial Stability Belongs in Behavioral Health Care
- Topic
- Income & Employment: Income Stability Planning; Benefits Access & Coordination: SSI/SSDI Applications and Appeals, Benefits Optimization / Coordination, Mainstream benefits (e.g., SNAP, TANF, etc.)
- Language
- English
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Article Key Questions to Ask for the SOAR FAST MSR
When writing the SOAR Functional Assessment Statement (FAST) Medical Summary Report (MSR) there are key questions to ask for gathering information pertinent to the disability determination process.
- Topic
- Benefits Access & Coordination: SSI/SSDI Applications and Appeals
- Language
- English