At the beginning of the fiscal year (FY) in which an individual attains a critical birthday age,

1. a. 

   The system sets a critical birthday diary (KB, KC, KE, K8, K9, or KP) on records in current payment status (i.e., PSY: C01). The KB diary is also set for individuals attaining age 18 within the FY. The diary is set in the monthly redetermination merge runs.

2. b. 

   Diaries mature in the month of age attainment. Attainment occurs on the day preceding the recipient's birthday (see GN 00302.400).

The Post Entitlement Operational Data Store (PE ODS) system selects a record with a KB diary as a middle-error profile (MEP) scheduled redetermination (RZ), profile K, in the month a recipient attains age 18. However, a KB diary does not preclude selection of a record as:

• •

  A profile D RZ, either prior to or at the time the system would normally select the case as a profile K RZ; or

• •

  A limited-issue diary case before the month of age attainment.

Follow procedures in SI 02309.003.

The system selects a KC diary as a limited issue or an RZ when a recipient attains age 90 in the FY or is already over age 90. Determine if Title XVI recipients age 90 or older are alive and develop any additional post eligibility issues (e.g., capability, change in payee, living arrangements, income and resources). Follow procedures in SI 02309.006.

The system selects a KE diary as a limited issue or an RZ when certain eligible individuals who reside in either Massachusetts (see SI 01415.035F) or Nevada (see SI 01415.035I) attain age 65 (see SI 00501.300).

When an ineligible individual attains age 65, the system selects a K8/K9 diary as a limited issue or an RZ and we must make a determination for potential entitlement .

• •

  A K8 is set when the ineligible individual is a parent, spouse, or essential person.

• •

  The K9 is set when the ineligible individual is a parent or essential person. Prior to 10/93, a diary was set when the ineligible individual received a Veterans Affairs pension based on need (type E income).

The KP diary sets in October at the beginning of the FY when:

• •

  One member of an eligible couple attains age 62 to 64 in the FY and does not receive Title II benefits, but the other member of the couple does receive Title II benefits. Both members of the couple must be in current pay status (C01); OR

• •

  A claimant in current pay status (C01) attains age 62 to 64 in the FY, and does not receive Title II benefits, but their ineligible spouse does receive Title II benefits.

The diary matures in the month before the month of age attainment. Follow procedures in SI 02309.007.