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 Avoiding and Managing SSI/SSDI Overpayments

    SSI/SSDI overpayments may cause undue hardship for beneficiaries who are homeless or at-risk for homelessness. This article provides tips for avoiding overpayments and steps to follow in the overpayment appeal/waiver process.

    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR), Benefits Optimization / Coordination
    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
  • Article SSA and VA Disability Benefits: Tips for Veterans

    Connecting Veterans with Social Security Administration (SSA) disability benefits is a critical step to increasing income stability for Veterans and their families, as well as providing health insurance for those who may not qualify for Department of Veterans Affairs (VA) health care.

    Focus
    Veterans & Military: Veterans
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR), Benefits Optimization / Coordination
    Language
    English
  • Article SSI/SSDI Post-Entitlement Events Guide

    This guide presents common post-entitlement events that occur for Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) beneficiaries and provides guidance for SOAR-trained case workers to assist SSI/SSDI beneficiaries with navigating these events to maintain eligibility. However, it is not exhaustive. SSI and SSDI post-entitlement events and rules are numerous...

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