9.6.1.2 SSI/SSDI Advocacy

SSI/SSDI advocacy must be provided directly by the W-2 agency, through subcontract, or through a referral to an SSI/SSDI advocate.

An SSI/SSDI advocate provides specific services to facilitate the approval of a W-2 participant’s application for SSI/SSDI or appeal of an SSA decision. The roles and responsibilities of the advocate are the same whether a W-2 agency provides for advocacy through its own in-house staff or through an outside resource. A W-2 participant should receive SSI/SSDI advocacy services throughout the SSI application process including the initial application, reconsideration, or appeal.

In general, a qualified SSI/SSDI advocate must have the program background and knowledge necessary to successfully assist W-2 participants with the SSI/SSDI application process. In particular, an advocate should have the following background and knowledge:

Experience working in an SSI/SSDI advocacy role;

General knowledge of W-2 policy and procedures;

Knowledge of the SSI/SSDI application and appeal processes; and

A legal or medical background, or experience in the field of disabilities.