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 About the Function Report: SSA-3373

    The Function Report (SSA-3373) helps DDS to obtain information about how an applicant’s illness(es) and condition(s) affect their ability to function and perform everyday tasks.

    Focus
    Age: Adults, Seniors / Older Adults
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article SOAR Tools and Worksheets - Child SSI Applications

    These are the tools and worksheets that can help you in the Child SSI Application process.

    Focus
    Age: Children, Youth
    Topic
    Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • Article ABLE Savings Accounts

    Achieving a Better Life Experience (ABLE) accounts allow eligible SSI beneficiaries to save funds for disability-related expenses in a tax-advantaged account. Savings in these funds will not be counted as resources by SSA when determining continued SSI eligibility.

    Topic
    Income & Employment: Income Stability Planning; Benefits Access & Coordination: SSI/SSDI Applications and Appeals, SSI/SSDI Outreach, Access, and Recovery (SOAR)
    Language
    English
  • 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 Continuing Disability Review (CDR) FAQs

    Here are some FAQs about Continuing Disability Reviews (CDR).

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