The system sets a KP diary at the beginning of a fiscal year when one member of an
eligible couple attains age 62 to 64 in the fiscal year and does not receive title
II benefits, but the other member of the couple does receive title II benefits. The
diary is set in the month before the month of age attainment. Both members of the
couple must be in current pay status (C01).
The KP selection looks for continuing title II benefits received by one member of
a couple. The selection is not restricted to title II income with a beneficiary identification
code (BIC) of “A”, which designates title II income based on the person’s own work
record. The primary purpose of the KP diary is to detect entitlement to title II spouse’s benefits. However, the KP has a secondary purpose. If a person is receiving title
II benefits on someone else’s work record and has a spouse for SSI purposes, the KP
diary may identify a change in marital status that indicates that the title II benefits
should be stopped. For example, one member of the couple is receiving widow’s/widowers’
benefits, child disability benefits, or spouse’s benefits, and should not be.
Systems criteria for this selection are shown in SM 01501.250B.
NOTE: A KP diary does not establish protective filing for title II benefits.