The Supplemental Security Record (SSR) sets the KZ diary for eligible recipients and
eligible spouses who may qualify for a Title II benefit. The process to determine
insured status occurs semi-annually.
Beginning December 2017, the KZ diary selection process expanded to include statutory blind insured status.
Statutory blindness under both Title II and Title XVI:
means a central visual acuity of 20/200 or less in the better eye with the use of
a correcting lens; and
considers an eye that has a limitation in the field of vision where the widest diameter
of the visual field extends to an angle no greater than 20 degrees as having a central
visual acuity of 20/200 or less.
For more information about statutory blindness for Title II and Title XVI, see DI 26001.001 and DI 10105.070.
The KZ diary sets only on an SSR in current pay, force due, or 1619(b). For more information
on 1619 Policy Principles, see SI 02302.010.
The KZ diary indicates the recipient may:
be fully insured for Title II retirement benefits (see RS 00301.105);
be fully insured for Title II disability benefits and meet the 20/40 requirement for
Title II disability benefits (see RS 00301.120); or
meet the special insured status requirement for recipients disabled prior to age 31
(see RS 00301.140); or
meet the statutory blind insured status when the SSR contains a primary or secondary
diagnosis code of 3694 indicating statutory blindness, or an ID code of BI, BC, or
The SSR does not set a KZ diary if the recipient receives, or has received, Title
II benefits on his or her own record. However, the SSR sets the diary for a recipient
who receives Title II auxiliary or survivor's benefits. For retirement insured status,
the recipient must be age 61 years and 9 months, or older, at the time of the redetermination
run that sets the KZ diary.
For more information about the SSR criteria for the KZ diary selection, see SM 01501.250B.
The system tests all periods from the Supplemental Security Income (SSI) date of onset
(DOO) and reviews the period beyond the DOO with the exception of statutory blindness
cases (see EXCEPTION in SI 02309.010A in this section).
The SSR uses all quarters of coverage earned through the test quarter. If an alleged
earlier disability onset arises again. consider an alleged earlier disability onset
when you process the KZ diary. Consider if collateral estoppel applies, see DI 11011.001.
EXCEPTION:In statutory blindness cases, the KZ diary process uses the date of birth rather than
the SSI date of onset. If you find blind insured status, the recipient requires a
Title II medical determination. Do not adopt Title XVI statutory blindness determinations because duration, onset, and substantial
gainful activity requirements differ in Title II and Title XVI statutory blindness