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Here you will find the tools and information you’ll need to complete an initial SOAR SSI/SSDI Application Packet.

 

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Application Timeline

Timeline for Completing an Initial SOAR SSI/SSDI Application

This timeline is intended to help you complete a SOAR SSI/SSDI application in stages so that you aren't overwhelmed. It allows you to focus on the medical summary report and easily meet the 60-day deadline. It is important to note that for this timeline to be the most effective, there must be a SOAR Process in place for submitting applications to your local SSA/DDS office.

For a printable version click here (PDF 104 kb)

 

Day 1
  • Fax the SOAR Consent to Release Information (MS Word Doc 88 kb) form, signed by the applicant, to SSA.  This fax can also secure a protective filing date.
  • The SSA SOAR contact will fax the form back to you with the SSA status of the applicant.  If the applicant does not have a pending case or active appeal, proceed with an initial application.

 

Day 2 or 3
  • Mail/fax both a SSA-827: Authorization to Disclose Information to SSA (PDF 140 kb) and your agency's Release of Information form signed by the applicant to each hospital, clinic, and doctors' office at which s/he remembers being treated.
  • Establish contact with the applicant's primary provider (psychiatrist and medical doctor).
  • Complete Introduction and Personal History sections of the Medical Summary Report (MSR) Worksheet and begin writing the MSR.

 

Week 1-2
  • Complete and have applicant sign a SSA-1696: Appointment of Representative (PDF 295 kb) form.
  • Continue to complete the MSR Worksheet and write the MSR.
  • Complete the SSA-3368: Disability Report. (PDF 124 kb) Use the paper version as a worksheet and transfer information to the SSA-i3368 Exit Disclaimer online application.  Do not submit until you are prepared to turn in the completed application package.
  • Continue to work with applicant's primary provider(s) and ask him/her to co-sign the MSR.
  • Continue collection of medical records.  As you identify additional providers, send a signed SSA-827 (PDF 140 kb) and your agency's Release of Information.

 

Weeks 3-4

 

Weeks 5-8
  • Call SSA SOAR Contact atleast 1-2 weeks before the 60-day deadline to request an appointment to submit the completed application.
  • 24-48 hours before the SSA appointment, submit the SSA-3368 and SSA-16 online.
  • Submit the completed application package using the SOAR Checklist for Initial Claims (PDF 74 kb) as a cover sheet.

SOAR Tools

Screening Tools


Application Worksheets


Quality Review and Outcomes


Sample Letters

 

SSA Information

SSA Forms

  • SSA-16: Application for Social Security Disability Insurance (SSDI) PDF 347 kb
  • SSA-827: Authorization to Disclose Information to SSA PDF 140 kb
  • SSA-1696: Appointment of Representative PDF 295 kb
  • SSA-3368: Disability Report PDF 124 kb
  • SSA-3369: Work History Report PDF 188 kb
  • SSA-3373: Function Report PDF 206 kb
  • SSA-4814: Medical Report on Adult with Allegation of Human Immunodeficiency Virus (HIV) Infection PDF 3.44 MB
  • SSA-8000: Application for Supplemental Security Income (SSI) PDF 154 kb

Annual Updates

Policy Updates

Links

 

 

Sample Completed SOAR Application Packet

Below are examples of completed SSA and SOAR Forms using information from a fictitious SSI/SSDI applicant.  These are scanned images. If you have accessibility issues, please contact us at soar@prainc.com 

Sample SOAR Application