Diary to mature in the last month of the TY, regardless of whether the adjudicating
office is the DO or the PC.
When diary matures the DO will:
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•
Contact the beneficiary and determine the exact amount to be excluded;
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•
Advise the beneficiary an AR must be filed after the close of the TY if the earnings
that remain after deducting the exclusion exceed the exempt amount.
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•
Annotate the route slip forwarding the documentation to the PSC "SEI exclusion approval-documentation
previously forwarded. Coding for Special Payment Only-Form SSA-2630 Necessary."