Follow the steps to fill out the SOAR Checklist effectively

1. Click ‘Get Form’ button to obtain the checklist and open it in your preferred document editor.
2. Start by filling in the date at the top of the checklist to ensure accuracy in your submission. This helps maintain a clear record of when the application was prepared.
3. Next, enter the claimant's name and social security number (SSN) in the provided fields. Double-check this information for correctness to avoid delays.
4. Fill in the caseworker’s name and phone number if applicable. This information is essential for communication purposes and can facilitate the processing of the claim.
5. Review the paper forms section. Check off all applicable forms that you are including in your application packet, such as the SSA-8000, SSA-827, and SSA-1696. If a medical summary report is not included, ensure to attach the SSA-3373 Function Report.
6. For online forms, list the SSA-3368 Disability Report and SSA-16 Application for Social Security Disability Insurance, indicating the submission dates. This helps to track your claims effectively.
7. Include any supporting documents such as medical summary reports and medical records as specified in the checklist. Ensure that these are organized and easy to reference.
8. After completing all sections, review the checklist thoroughly to confirm that all information is accurate and that all required documents are included.
9. Save your changes, then choose to download, print, or share the completed checklist as needed before submitting your application packet to the Social Security Administration (SSA).

Start filling out your SOAR Checklist for Initial Claims online today to ensure a complete and accurate submission.