In systems situations, if the State annuity payment is retained into the month following
the month of receipt, complete the appropriate systems resource page (Financial Institution
Account, Other Resource, Cash, etc.). Enter the retained balance in the Verified or
Alleged Value field, as appropriate, on the systems resource page. Then enter the
retained payment amount in the Excluded Amount field. Select “Other” as the exclusion
reason and enter “State veteran’s annuity exclusion” as the reason.
In non-systems situations, use an SSA-1719B to add a remark to the SSR indicating
the receipt, frequency and amount of the payment and applicability of the State veteran’s
annuity resource exclusion. See SM 01301.841 R1, R2, R3, R4, R5, - SSR Remarks for
input instructions for the SSA-1719B Remarks fields.
Another option is to use an SSA-450SI to add "State veteran’s annuity exclusion" in
the CG field, see SM 01005.525 Case Related Data. However, a PR change, or SSA-1719B
input after systems payment, to the CG field, can entirely overlay any entries previously
posted on the SSR.