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How to fill out the Smart Referral online
The Smart Referral form is a critical tool designed to assist individuals seeking Social Security benefit advocacy from the Specialized Multiple Advocate Resources Team (SMART). This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.
Follow the steps to complete the Smart Referral form online.
- Click the ‘Get Form’ button to obtain the document and open it in your preferred online editor.
- Begin by filling out SECTION A with the referring party's name, phone number, agency name, fax number, and the date.
- Proceed to SECTION B. Fill in the client's name (last, first, and middle), Social Security number, date of birth, preferred language, client number, phone number, and a message phone number. For education, indicate the highest grade completed and provide the client's housing status, including the street address if housed, and details if homeless or in transitional housing.
- In this section, also indicate the city, zip code, and mark whether the client is a US citizen or a permanent resident, including the date of residency if applicable.
- In SECTION C, describe the reasons for the referral and the documentation that supports the claim. It is essential to explain how the client's disability impacts their ability to work.
- SECTION D will be completed by SMART staff. However, ensure you note that the outcome of the referral will include a received date, staff name, and whether the outcome is open or closed. Notes regarding the diagnosis should also be captured.
- Once all sections are filled out completely, save your changes. You can then download or print the form directly from your editor or share it via fax, ensuring it's sent to the provided number for Sacramento County Providers.
Complete your Smart Referral form online today and take the first step towards receiving the advocacy you need.
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