Application Toolbox

Welcome to the SSI/SSDI Application Toolbox! Here you will find the basics: the tools and forms you will need to complete and submit an SSI/SSDI application using the SOAR process. To learn more, enroll in the SOAR Online Curriculum.

It is important to note that for these tools to be most effective, there must be a SOAR Process in place for submitting applications to your local SSA/DDS office.


We’ve gathered examples of well-written, successful Medical Summary Reports (MSRs) from SOAR providers across the country for the SOAR community to use as extra guidance.

The SOAR curriculum focuses on individuals with mental illness and co-occurring disorders. However, SOAR critical components can also be used effectively for adults who have HIV/AIDS.  Here is additional information that will be helpful when assisting this population.

This guide will help you complete an SSI/SSDI application using the SOAR model. The steps allow you to focus enough time and energy on the Medical Summary Report (MSR) while completing the application in a timely manner. When assisting with an application, you have 60 days from the protective filing date to submit a complete application packet to the Social Security Administration (SSA).  We encourage you to complete the process in less time as you are able.

Here are examples of completed SSA and SOAR Forms using information from a fictitious SSI/SSDI applicant.

In response to the Social Security Administration's revisions to the mental disorder listings, effective January 17, 2017, the SOAR TA Center developed comprehensive new resources and tools for the SOAR Community. This page features links to the updated information and will continue to be updated with any future changes.

Here are the SSA forms and other helpful information you will need to complete an SSI/SSDI application.

These are the tools and worksheets created by the SOAR TA Center that can help you in the SSI/SSDI Application process.

After you have worked with the applicant to collect all of the information necessary for his/her application, you will need to assemble the complete application packet. The inclusion of supplemental documentation, in addition to the required SSA forms, distinguishes a SOAR application packet from a typical application packet.


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