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APPENDIX E

4 Effective: April 1, 2026

LIHEAP Income Inclusion and Exclusion Chart Income types Definition Considered Income? Proof of Income Yes No Job-related expenses for non-self- employed applicants Business expenses comparable to self- employment, such as a sales person, truck driver, cab driver, or mechanic. X Job related Reimbursements Job related expenses such as mileage, meals, uniforms, medical expenses, etc. X Jury Duty Compensation Income received from performing jury duty X

Copy of check, statement from source, bank statement Lump Sum – Non-recurring Net Income from lump sum gambling and/or lottery winnings X

Copy of check, statement from source, bank statement Lump Sum – Non-recurring Income considered of a nature not likely to occur or happen again (i.e. lump sum insurance payments, workers compensation settlements, sale of property, house or car, etc.)

X Military Pay Benefits paid to a person who is serving in a military force. X Official document(s) stating amount (e.g. leave and earnings statement.) Pensions Assistance, paid at regular intervals to a person or to the person’s surviving dependents in consideration of past services, age, merit, poverty, injury or loss sustained, etc. X Statement from source, bank statement. Rebates & Refunds Income Tax rebates and refunds X Rental Income Income received from rental properties or renting a room within a home. X Paperwork re: rental of property, receipts, bank statement, and/or other necessary documentation. Retirement A monthly payment made to someone who is retired from work. X Statement from source, bank statement Reverse Mortgage A mortgage in which a homeowner, usually an elderly or retired person, borrows money in the form of annual payments which are charged against the equity of the home. X Royalties A compensation or portion of the proceeds paid to an owner of a right, as a patent, oil or mineral right, for the use of it or an agreed portion of the income from a work paid to its author, composer, etc. X Statement from source, bank statement