A 5B diary is not set in the following situations if the:
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
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.
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.