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PY26 WHEAP Manual

67 Revised: August 2025 a. Social Security including SSDI, SSI b. Dividends/interest c. Pension d. Veterans benefits

All instructions and guidance in this WHEAP Manual apply to the HE+ Recertification Form in the same manner as they do to the HE+ Application Long Form. The HE+ Recertification Form is located on the HE+ TTA website under WHEAP │ Forms. The HE+ Recertification Form shall not be altered without approval by DEHCR.

If an applicant submits an HE+ Recertification Form or any other documentation, that form must be uploaded to the application in the HE+ System even if the application is incomplete or will deny for another reason.

When an HE+ Recertification Form is submitted and the agency determines the household does not meet the HE+ Recertification Form criteria, a full application process must be conducted. The application is incomplete until all information is verified. The HE+ Recertification Form must be uploaded into the HE+ System. The agency documents in HE+ System Notes how the full application process was conducted.

4.2.4 Automated Applications Households a) whose income in the previous year came only from Social Security (retirement) and/or Veterans benefits, b) who receive gas and electric service from one of the IOUs, which include Alliant, Madison Gas and Electric (MG&E), Xcel, Wisconsin Public Service (WPS), and We Energies, and c) who have the same housing characteristics as the previous year (have not moved), may be provided with automated WHEAP benefits without being required to submit a new application. Automated applications are processed for eligible households for two consecutive program years; customers must apply via another method after having automated applications for two consecutive program years. The application date and “Sign Date” for the automated applications is the date that the HE+ System created the automated applications.

The automated application households are identified from the previous year’s data. The utilities verify the household is at the same meter and provide the energy account information. The local WHEAP agency is not required to take an application for these households.

The Division mails a letter to the automated application customers upon creation of their automated application. See Appendix G for a template of the automated application customer letter. If the local WHEAP agency is contacted by the customer stating the information on the letter differs from their current information, the local WHEAP agency shall complete the following: • Update and save the automated application in the HE+ System • Request additional documentation, if warranted • Request a new Certification Page • Document with an HE+ System Note that information was updated and requested