SOAR Training Test with all Correct & 100% Verified
Answers |Actual Complete Update |Already Graded A+
What are the differences between SSI and SSDI? ✔Correct Answer-- SSDI does not have
income or asset limits like SSI does.
- SSI eligibility is not contingent upon a person's work history.
- Payments for SSI have a max benefit rate and SSDI payments are based on your past earnings
from employment.
- Documentation for SSI is income, living arrangement, and personal resources whereas SSDI
documentation is work/earnings history and recent wage information.
- Date of eligibility for SSI is protective filing date (date applicant/CM contacts SSA to indicate
intent to file application) whereas SSDI eligibility date is five months after the date of onset as
determined by DDS.
What are the eligibility requirements for SSDI? ✔Correct Answer-Must be disabled using SSA's
definition. Must have a work history of at least 40 quarters or have a family member who is no
longer working and who has worked at least 40 quarters if they became disabled before the age
of 22.
What are the eligibility requirements for SSI? ✔Correct Answer-Low income, disabled per SSA
definition, low assets.
Should SOAR workers only assist clients with applying to one or the other programs?
✔Correct Answer-Every application a SOAR worker submits should be for both SSI and SSDI.
What is SSA's definition of disability? ✔Correct Answer-The inability to engage in a substantial
gainful activity, diagnosis of physical or mental impairments, impairments have lasted or are
expected to last for at least 12 months or is expected to result in death.
What is a substantial gainful activity? ✔Correct Answer-Activities that are mentally and
physically productive and has the potential to result in financial profit of more than $1,470 per
month.
What are the associated agencies for SSI/SSDI and what do they do? ✔Correct Answer-- SSA
administers funds and makes non-medical determinations
- DDS determines whether someone is sufficiently disabled to qualify for SSI/SSDI by gathering
medical data and/or requesting additional testing. Can function under different state agencies
like DVR, DOL, EDS)
- Case Manager serves as appointed representative (SSA-1696), works with DDS to get needed
medical records, and arranges needed assessments.
- Medical providers provide needed medical records with signed ROIs.
, What is the process of applying for SSA benefits? ✔Correct Answer-1. Client or SOAR worker
contacts SSA to request benefits. Request can be done via phone, fax, mail, or online and
establishes the protective filing date.
2. SSA determines non-medical eligibility.
3. If person meets non-medical eligibility, SSA transfers the claim to DDS.
4. DDS assigns a disability examiner/adjudicator who sends requests to all listed treatment
providers in order to determine medical eligibility.
5. DDS returns application to SSA with their determination of medical eligibility.
6. SSA notifies application of approval or denial or their application via mail. If approved, client
may need to confirm information or establish a representative payee at the SSA office.
What is SSA's "sequential evaluation"? ✔Correct Answer-1. Is the applicant working at SGA? If
yes, then denied.
2. Does the person have severe impairment as determined by DDS? If no, denied.
3. Does impairment meet or equal SSA's listing of impairments? If no, denied and move to step
4 & 5. "Step 3 is key" because it is the first time that a person can be approved.
4. Does impairment allow for past relevant work? If yes, denied. If no, proceed to step 5.
5.Does impairment allow for any other work? If yes, denied. If no, approved.
What are the 5 critical components to working as a SOAR Case Manager? ✔Correct Answer-1.
Serving as the applicant's representative (SSA-1696) when client does not have consistent
access to mail or phone.
2. Collecting and submitting medical records.
3. Writing and submitting a Medical Summary Report which provides an overview of client's
story and how they came to be in their current circumstances by summarizing their medical
treatment history and any remaining functional impairments.
4. Completing a thorough quality review of applications prior to submission.
When are complete applications submitted? ✔Correct Answer-60 days after the protective
filing date.
How does SOAR define homelessness? ✔Correct Answer-1. An individual or family who lacks
a fixed, regular, and adequate nighttime residence, such as those living in emergency shelters,
transitional housing, or places not meant for habitation, or
2. An individual or family who will imminently lose their primary nighttime residence (within 14
days), provided that no subsequent housing has been identified and the individual/family lacks
support networks or resources needed to obtain housing, or
3. Unaccompanied youth under 25 years of age, or families with children and youth who qualify
under other Federal statutes, such as the Runaway and Homeless Youth Act, have not had a
lease or ownership interest in a housing unit in the last 60 or more days, have had two or more
moves in the last 60 days, and who are likely to continue to be unstably housed because of
disability or multiple barriers to employment, or
4. An individual or family who is fleeing or attempting to flee domestic violence, has no other
residence, and lacks the resources/support networks to obtain permanent housing
Answers |Actual Complete Update |Already Graded A+
What are the differences between SSI and SSDI? ✔Correct Answer-- SSDI does not have
income or asset limits like SSI does.
- SSI eligibility is not contingent upon a person's work history.
- Payments for SSI have a max benefit rate and SSDI payments are based on your past earnings
from employment.
- Documentation for SSI is income, living arrangement, and personal resources whereas SSDI
documentation is work/earnings history and recent wage information.
- Date of eligibility for SSI is protective filing date (date applicant/CM contacts SSA to indicate
intent to file application) whereas SSDI eligibility date is five months after the date of onset as
determined by DDS.
What are the eligibility requirements for SSDI? ✔Correct Answer-Must be disabled using SSA's
definition. Must have a work history of at least 40 quarters or have a family member who is no
longer working and who has worked at least 40 quarters if they became disabled before the age
of 22.
What are the eligibility requirements for SSI? ✔Correct Answer-Low income, disabled per SSA
definition, low assets.
Should SOAR workers only assist clients with applying to one or the other programs?
✔Correct Answer-Every application a SOAR worker submits should be for both SSI and SSDI.
What is SSA's definition of disability? ✔Correct Answer-The inability to engage in a substantial
gainful activity, diagnosis of physical or mental impairments, impairments have lasted or are
expected to last for at least 12 months or is expected to result in death.
What is a substantial gainful activity? ✔Correct Answer-Activities that are mentally and
physically productive and has the potential to result in financial profit of more than $1,470 per
month.
What are the associated agencies for SSI/SSDI and what do they do? ✔Correct Answer-- SSA
administers funds and makes non-medical determinations
- DDS determines whether someone is sufficiently disabled to qualify for SSI/SSDI by gathering
medical data and/or requesting additional testing. Can function under different state agencies
like DVR, DOL, EDS)
- Case Manager serves as appointed representative (SSA-1696), works with DDS to get needed
medical records, and arranges needed assessments.
- Medical providers provide needed medical records with signed ROIs.
, What is the process of applying for SSA benefits? ✔Correct Answer-1. Client or SOAR worker
contacts SSA to request benefits. Request can be done via phone, fax, mail, or online and
establishes the protective filing date.
2. SSA determines non-medical eligibility.
3. If person meets non-medical eligibility, SSA transfers the claim to DDS.
4. DDS assigns a disability examiner/adjudicator who sends requests to all listed treatment
providers in order to determine medical eligibility.
5. DDS returns application to SSA with their determination of medical eligibility.
6. SSA notifies application of approval or denial or their application via mail. If approved, client
may need to confirm information or establish a representative payee at the SSA office.
What is SSA's "sequential evaluation"? ✔Correct Answer-1. Is the applicant working at SGA? If
yes, then denied.
2. Does the person have severe impairment as determined by DDS? If no, denied.
3. Does impairment meet or equal SSA's listing of impairments? If no, denied and move to step
4 & 5. "Step 3 is key" because it is the first time that a person can be approved.
4. Does impairment allow for past relevant work? If yes, denied. If no, proceed to step 5.
5.Does impairment allow for any other work? If yes, denied. If no, approved.
What are the 5 critical components to working as a SOAR Case Manager? ✔Correct Answer-1.
Serving as the applicant's representative (SSA-1696) when client does not have consistent
access to mail or phone.
2. Collecting and submitting medical records.
3. Writing and submitting a Medical Summary Report which provides an overview of client's
story and how they came to be in their current circumstances by summarizing their medical
treatment history and any remaining functional impairments.
4. Completing a thorough quality review of applications prior to submission.
When are complete applications submitted? ✔Correct Answer-60 days after the protective
filing date.
How does SOAR define homelessness? ✔Correct Answer-1. An individual or family who lacks
a fixed, regular, and adequate nighttime residence, such as those living in emergency shelters,
transitional housing, or places not meant for habitation, or
2. An individual or family who will imminently lose their primary nighttime residence (within 14
days), provided that no subsequent housing has been identified and the individual/family lacks
support networks or resources needed to obtain housing, or
3. Unaccompanied youth under 25 years of age, or families with children and youth who qualify
under other Federal statutes, such as the Runaway and Homeless Youth Act, have not had a
lease or ownership interest in a housing unit in the last 60 or more days, have had two or more
moves in the last 60 days, and who are likely to continue to be unstably housed because of
disability or multiple barriers to employment, or
4. An individual or family who is fleeing or attempting to flee domestic violence, has no other
residence, and lacks the resources/support networks to obtain permanent housing
