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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  • Toolkit Applicant Self-Help Guide: Completing an SSI/SSDI Application

    A step-by-step toolkit that walks applicants through the SSI/SSDI process on their own, from creating a my Social Security account to responding to requests from Disability Determination Services.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals
    Language
    English
  • Article SSA’s “All” Evidence Rule: What does this mean for the SOAR Practitioner?

    An SSA ruling clarifies existing regulations which require that claimants and/or their authorized attorney or non-attorney representatives inform SSA about, or submit all evidence known to them that relates to their disability claim. This article will discuss the purpose of the ruling, outline key requirements, and present a few scenarios which a SOAR practitioner may encounter.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article The Social Security Administration (SSA) Quality Review Process

    There are multiple levels of quality review at both the SSA and DDS. It is important to understand how those quality review procedures have the potential to affect the applicants with whom you are working.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article Identifying Possible Special Medical Vocational Profiles

    In an effort to better identify appropriate SOAR claimants, identifying claims which are more likely to have a favorable outcome is paramount. Social Security has developed Special Medical Vocational Profiles, which are rare combinations of adversities that combine, along with impairments, to result in a finding of disabled.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article Reviewing Denial Notices and the Electronic Folder

    When you are preparing to appeal a denial of disability benefits, the first thing you should do is request the case file so that you can review key components of the file and decision.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English