Can I use the SSA-8001 form instead of the SSA-8000 when using the SOAR model?
We recommend against using the SSA-8001 form for a SOAR application because it contains less comprehensive information about an applicant’s income and resources. As such, the applicant would still need to complete an in-person or phone interview with SSA in order to complete the SSA-8000. By completing the SSA-8000 and turning it in to SSA, you can often avoid the need for this interview.
If you find that your local SSA office is not accepting the SSA-8000 from in lieu of an interview, I encourage you to reach out to your National SOAR Liaison and SOAR State Lead (https://soarworks.prainc.com/directory) so that they can provide local assistance.