Copyright Notice & Terms of Use

This SOP and all related materials are proprietary to Disability Advocacy Group, LLC. These materials are licensed for internal use only by the purchasing attorney or law firm.

Reproduction, distribution, or modification for resale, teaching, or commercial purposes is strictly prohibited without prior written permission. All rights reserved.

© 2025 Disability Advocacy Group, LLC.

📚 Introduction

This SOP outlines the process for handling initial applications for Social Security Disability (SSD) and Supplemental Security Income (SSI) benefits. It covers everything from gathering client information to submitting applications, monitoring outcomes, and triggering the appropriate next steps.

We file:

• SSDI (Title II) applications online.
• SSI (Title XVI) as a supplement, in paper form, if the client appears financially eligible.

SSA will review the application and issue either a Notice of Award or Notice of Disapproved Claim. If denied, the case moves to the Reconsideration stage.

🎥 Training Resources

Note: This section is intentionally left open for firm-specific video training. The procedures in this SOP require customization based on your firm’s internal processes, software tools, and staff roles.

We recommend creating or inserting videos for the following key actions, depending on your workflow:

• Filing the SSDI initial application (Parts One and Two)
• Completing and submitting the SSI supplement