Periodic review by the FO of cases involving IRWE that were material to a determination
of SGA is necessary because of the likelihood of changes in both the amount of earnings
and the amount of work expenses.
Any case in which IRWE were material to an SGA determination should be reviewed at
least once a year or earlier if the material IRWE is expected to end in less than
12 months. Establish an issue of IRWE on the CDRW screen of the DCF and a 12 month
diary/tickle (or earlier where appropriate). When the diary matures develop as necessary.
(See DI 10520.065B.)
Where material IRWE are expected to end in less than 4 months, manually prepare and
maintain a diary for the file in the FO for the shorter period. When the diary matures,
develop as necessary. (See DI 10520.065B.)