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PY26 WHEAP Manual

171 Revised: August 2025 Subject Policy Note Requirement Change SSN Request 3.2.3.5 Explain that the application was first entered with the wrong SSN. When deleting an application because of a wrong SSN, the System Note should include the PID that the application was originally entered under. Student Status 3.2.4 If a student is eligible for WHEAP due to a disability, explain how the individual's disability was verified. Counting Children 3.2.6.1 Document what the applicant stated about child(ren)'s living situation in shared living situations, and how it was determined to include or exclude child(ren). Categorical Eligibility 3.3.1 When a household is over income but is categorically eligible, explain how the categorical eligibility was verified. For FoodShare, include which household members and which months they received FoodShare.

Table H3: Income Types Subject Policy Note Requirement Interest and Dividends 3.3.2 Document in source field or an HE+ System Note each source of interest or dividend income reported (enter all sources as one income entry). Present-Month Income 3.3.2 If the present month is being used as the income test period for an HE+ Application, document the household’s prior month income with an HE+ System Note in addition to uploading documents to verify the prior month income. Self-Employment Income 3.3.5.1 If self-employment income ended prior to the test period, explain this and include the business operation end date. Zero Income 3.3.5.4 When a ZIF is not required because verification of ignored income was used for the required document upload, explain why a ZIF was not completed. Seasonal Workers' Income 3.3.6 Document the information used to determine an individual is a seasonal worker.

Table H4: Application Process Subject Policy Note Requirement Pending App for Zero-Income Interaction 4.1.1 Explain when a zero-income application is “Pending” for interaction with the applicant. Fraud Prevention 4.1.10 Name of the manager/supervisor who reviewed the application of an agency employee, former employee, or relative or family member of an agency employee. HE+ Recertification Form 4.2.3 When a household submits a Recertification Form but does not meet the Recertification Form criteria, document how the full application process was completed. Automated Applications 4.2.4 When a customer contacts the agency with additional information on an automated application, document the information that was updated and requested.