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A Toolkit for Case Managers: Submitting SSI/SSDI Appeals Using the SOAR Model

This toolkit combines articles from the SOARWorks website as well as other materials into one comprehensive resource about the Social Security Administration (SSA) appeals process.

The information provided in this toolkit will introduce you to the basics and also delve deeper for those seasoned in assisting with appeals. It will answer these, and many other, common questions:

  • What are the different levels of appeal?
  • How do I request the applicant's disability file and why is this important?
  • How much time do I have to file a Reconsideration or ALJ Hearing request? What if I miss the deadline?
  • What forms/materials do I need to submit for an appeal? Can I file online?
  • When and how do I request an “On the Record” review?
  • How do I develop a theory of the case?
  • How should I prepare for an ALJ hearing? 
 

Access the Appeals Toolkit Here! (PDF)