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PY26 WHEAP Manual

Revised: August 2025 Income Type HE+ System Code Income Entry Reminders Source Most Common Verifications Social Security (SS) Count all SS benefits paid to retired workers, their dependents, and/or survivors of deceased.

SSA issued Award letter, CARES, COLA, bank statements, Tax Form 1099, My Social Security (http://www.ssa.gov/myaccou nt) Social Security Disability Insurance (SSDI) Count all SS benefits paid to disabled workers and/or their dependents.

SSA issued Award letter, CARES, COLA, bank statements, Tax Form 1099, My Social Security (http://www.ssa.gov/myaccou nt) Spousal Impoverishment (SP) A spouse located in a nursing home elects their community spouse to receive some or all of his/her income. The community spouse’s income includes the full amount allocated by the institutionalized spouse.

A written or verbal statement from Medicaid eligibility worker NOTE: Amount of income allocated to community spouse is shown on the CARES Worker Web (CWW) budget screen. Supplemental Security Income1 (SSI) Enter state and federal benefits separately. Federal portion is usually an even amount and the state portion will usually include cents. NOTE: State payments may include CTS income, which is a separate income entry. Identify federal or state payment SSA issued Award letter, CARES, COLA, bank statement, Forward Health