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 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 The SSA Appeals Process: Information for Applicants and Case Workers

    If Social Security denied your application for disability benefits, you may request an appeal. Social Security has four appeal levels. This article discusses the Reconsideration and Hearing by Administrative Law Judge levels.

    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
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