In MSSICS situations, complete the IPEN screen with the State annuity amount received
and a “Y” in the DEDUCTIONS column. Deduct the entire amount of the annuity. In the
OTHER DEDUCTION AMOUNT REASON, input “State veteran’s annuity exclusion.”
If the State annuity payment is retained into the month following the month of receipt,
follow the instructions in SI 01130.662D.4.
In non-MSSICS 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 income exclusion. For input instructions for the SSA-1719B Remarks fields,
see SM 01301.841 R1, R2, R3, R4, R5, - SSR Remarks.
Another option is to use an SSA-450SI to add "State veteran’s annuity exclusion" in
the CG field, see Case Related Data SM 01005.525. 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.