When the system determines a dedicated account based on the payment amount and you
determine that the past-due benefits did not meet the criteria for a dedicated account,
(See GN 00605.215B.3., IMPORTANT), take the following actions:
-
a.
update the annual accounting NM field (REPY segment) to indicate an annual accounting
was complete, following the instructions in SM 01301.635;
-
b.
transmit annual accounting conserved funds to the CF field (REPY segment), following
the instructions in SM 01301.639; and
-
c.
delete the DI diary and clear the limited issue or scheduled redetermination via SSI
Posteligibility Input (SSA-1719B) or Modernized Supplemental Security Income Claims
System (MSSICS).