Process Overview

The facilitation process includes the following activities:

1. Preparing for the SSI application interview by reviewing available documents to learn about the person's medical, education, and employment history.
2. Interviewing the person.
3. Documenting personal observations of the individual’s appearance, speech, mobility, and activities of daily living.
4. Preparing and submitting a TANF disability referral packet that:
   1. Contains all relevant medical evidence to support a claim of disability.
   2. Meets SSI evidentiary requirements.
5. Verifying a signed IARA is on file with SSA for all ABD cash clients.
6. Obtaining additional medical records when necessary.
7. Completing SSI application forms and filing the application packet with SSA.