Page 13

ENERGY ASSISTANCE PROGRAMS

Section One: Application Process Intake, Operations & Policy Manual

Program Year 2026 13 25. Applicant’s Legal Name: Print applicant’s full legal name as listed on Social Security card, or state issued photo ID. 26. Agency Name: Print agency name. 27. Income Source/Income Reported: Insert letter that corresponds to the client who receives income. Enter specific income source. 28. Income Type: Enter income type code. 29. Income Verification: Enter income verification code. Required documentation may vary across agencies. Staff should verify guidelines and policies with their local energy assistance coordinator. 30. Comments: Any and all special circumstances must be documented. 31. Calculating Income: Determination of income is based on all household income before any deductions (this is known as gross income). (See “What Is Income and What Is Not Income” chart in Section Two.) Income must be calculated/entered exactly; do not round up or down, do not project or average income. Income must be calculated using data from one of the following three time periods: one (1) month, three (3) months, or twelve (12) months. Within a household, if using monthly income, you must consistently use either one calendar month or previous thirty days. Count past income, do not project forward. These time periods also apply to applicants who are self-employed. Amount: Household income must be documented and verified. If the household has more than one income source, list each source individually and total the income in the Annual Amount column. Income documents must be addressed with a household member with either a name or social security number. Frequency: At a minimum, verification must be collected for at least one consecutive month or 30 days of income but may be collected for the quarter or year. Income verification timelines may vary across agencies. Staff should verify policies and procedures with their local agency.