A 5B diary is not set in the following situations if the:
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•
difference between this year's and last year's total resource indicators is within
$10. This tolerance only pertains to previously alerted cases from one year to the
next. Alerts are not continually suppressed if they are within the $10 resource indicator
tolerance; or
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•
current resource indicator is $61 to $70 for an individual or $101 to $110 for a couple,
and the current year's resource indicator is less than the previous year's resource
indicator.
NOTE: Although a transaction may not require development according to the above tolerances,
FO technicians may opt to develop a transaction if they deem it material to eligibility
or payment amount.
EXAMPLE:
IRS information for tax year 2011 contained resource indicators totaling $75 (5B diary
posted). The same individual’s IRS information for tax year 2012 contains resource
indicators totaling $84. Since the difference between the two tax years' information
is less than $10, and a 5B diary was set based on tax year 2011, no 5B diary is set
based on the information for tax year 2012. If the resource indicators in tax year
2013 total $61 or more, the SSI System will establish an alert (5B diary) on the case.