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PY26 WHEAP Manual

163 Revised: August 2025 3.3.2 Counting Income • Added – Ignore first check received when a household receives an extra paycheck from wage income • Removed – Prior month test period that contains an extra check or overtime hours • Removed – Disability Long Term Offset • Added – #7d – Payments reported as “rollover” • Updated – #7g – Changed the age from 70 to 73 and provided further clarification of when withdrawals should or should not be counted • Removed – Annual withdrawals taken each year that are considered recurring income 3.3.5 Self-Employment Income • Added – HE+ System Notes need to be added for when the business ended to verify status of self-employment • Added – SE income losses may not be offset by income reported on a 1099 3.3.5.1 Verification of Income – Self- Employment Income • Added – Example regarding business that started less than a full calendar year ago 3.3.5.2 Use of Self-Generated Income Report Forms • Added – Allow a 1099 be utilized for independent contractors including example Table 3.4 Counted Income Types • Removed – Long Term Disability regarding offset Table 3.5 Deducted Income Types • Added – Ignore Medicare Part C and Part D in addition to Part B Table 3.6 Ignored Income Types • Updated – Assets – Changed the age from 70 to 73 and added information regarding inherited IRA • Added – Lump Sum Payments – Information regarding inherited IRA • Added – Wages and Salaries – Ignore first check received when an applicant receives an extra check from wage income 4.3.4.1 Online Application Statuses • Added – Online application may be voided if customer already received benefits in current program year, including HE+ System Notes 4.3.4.3 Validating Online Applications • Added – SSN requirement • Added – Applications require contact to be made to all individuals who are over the age of 18 and verify if they have or do not have income 4.4.15 Field #9 Residence Address • Added – HE+ System Notes requirement 4.4.27 Household Income • Added – Applications require contact to be made to all individuals who are over the age of 18 and verify if they have or do not have income 4.4.28.7 Annual Fuel Cost • Added – WPPI member utilities • Updated – Clarification on 13 months of usage