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:
Contact the beneficiary and determine the exact amount to be excluded;
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.
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."