Case Recording 415-05-35

(Revised 12/1/03 ML #2895)

View Archives

 

 

The case record must contain sufficient information to support a decision regarding eligibility and benefits and duration. The following items should be in LIHEAP case files:

1. Heating Assistance Application (SFN 529);
2. SFN 530 (Eligibility and Benefit Worksheet);
3. Verifications (income, deductions, and assets, living arrangements, fuel type, or other factors affecting eligibility or benefits);
4. Emergency Assistance Application (SFN 62) if EA is requested;
5. Action Plan (SFN 11), if referrals for services are made;
6. Copies of all bills entered on the computer by county staff;
7. Copies of any correspondence (excluding notices generated electronically);
8. Copies of any overpayment agreements;
9. Copies of any other optional forms used in the case; and
10. Case narrative.