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Iowa LIHEAP Policy and Procedures Manual 6.00 Income

Effective 09/01/2023

Page | 18

● Incomplete bank statements (i.e., pages are missing) that do not identify the total amount of deposits for the month and/or do not include all deposits for the month are unallowable because we must be able to identify the total amount of deposits made. ● Bank statements cannot be more than 60 days prior to the date of application.

6.70 Unique Situations See below regarding unique situations.

● Occasionally a paystub does not indicate pretax deductions. In those cases, the amount paid is considered gross income, because actual gross income cannot be determined. ● A LIHEAP customer’s income is $200/month. The employer is deducting $150 to pay for the LIHEAP customer’s insurance while the person is temporarily disabled. Count the entire $200 because it is the gross income. ● A customer over 18 is eligible for $300/month from SSI. Due to an overpayment the previous year, SSI is deducting $50/month. The amount AFTER deduction ($250) is counted as income. ● Johnny’s parents are applying for LIHEAP using the last calendar year verification period. Johnny has since gone to college and lives in the dorm. His parents are using a tax return for income verification. Although Johnny was on his parent’s tax return, he is not considered a household member because he lives at school.

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Page 24

Official source

Iowa LIHEAP Policy and Procedures Manual 6.00 Income

Effective 09/01/2023

Page | 18

● Incomplete bank statements (i.e., pages are missing) that do not identify the total amount of deposits for the month and/or do not include all deposits for the month are unallowable because we must be able to identify the total amount of deposits made. ● Bank statements cannot be more than 60 days prior to the date of application.

6.70 Unique Situations See below regarding unique situations.

● Occasionally a paystub does not indicate pretax deductions. In those cases, the amount paid is considered gross income, because actual gross income cannot be determined. ● A LIHEAP customer’s income is $200/month. The employer is deducting $150 to pay for the LIHEAP customer’s insurance while the person is temporarily disabled. Count the entire $200 because it is the gross income. ● A customer over 18 is eligible for $300/month from SSI. Due to an overpayment the previous year, SSI is deducting $50/month. The amount AFTER deduction ($250) is counted as income. ● Johnny’s parents are applying for LIHEAP using the last calendar year verification period. Johnny has since gone to college and lives in the dorm. His parents are using a tax return for income verification. Although Johnny was on his parent’s tax return, he is not considered a household member because he lives at school.