Complete Person Search - LIEAP prior to completing these steps.
To add a person to a LIEAP case, you must first add them to the case. If a person is listed under All People Associated with the Case on the Case Summary page but needs to be listed in the LIEAP Program Block, only follow steps to Add Program Person - LIEAP.
NOTE: If PII information provided is insufficient to identify a LIEAP applicant and all efforts to acquire the information exhausted only enter First Name, Last Name and Gender (required fields). Every effort should be made to obtain missing information including searching KEES system. Duplicate persons in the KEES system should be prevented. DOB and or SSN are not required for Registration.
NOTE: An address will need to be added for any new people added to a LIEAP case. See Contact Summary – LIEAP for detailed information.
From the LIEAP Case Summary page:
Select New Person from Task Navigation. The Registration Person Search page displays.
Enter all the consumer’s known information in the search criteria (First and Last Name, SSN, DOB, Aliases). Click the Search button. The Registration Person Search Results page displays with a list of potential consumer matches.
If the appropriate consumer is found, click the radio button for the person’s name then click the Use Selected Person button.
If the appropriate consumer is not found, click the Create New Person button.
The Registration Person Detail page displays.
Click the Continue button.
If any additional case persons need to be added, click the Add Person button and repeat this process. If no other case person(s) need to be added, click the Save and Continue button to navigate to the Case Summary page.
Verify all case persons are listed under All People Associated with the Case.
From the LIEAP Case Summary page:
Change the Display Date to the first month the program person is being added to the program (the Beginning Date of Aid) using the <mm/dd/yyyy> format or the calendar icon.
Click the View button to refresh the page with the new display date.
Click View Details in the LIEAP program block. The LIEAP Detail page displays.
Click the Edit button to make the LIEAP Detail page editable.
In the Program Persons block, click the Add button. The LIEAP Person Detail page displays.
Using the Name drop-down menu, select the Case Person to add to the program block.
Enter the Application Date as the date the request is made using the <mm/dd/yyyy> format or the calendar icon.
Enter the Beginning Date of Aid using the <mm/dd/yyyy> format or the calendar icon.
Select the LIEAP Citizenship and Disability Indicator values. NOTE: It is important to ensure the Application Date and Beginning Date of Aid are entered correctly. If you receive an error message related to these fields, please see File Clearance and Registration Warning Messages for instructions on how to proceed.
Click the Save and Continue button to navigate to the New / Reapplication Detail page.
Using the Case Application drop-down menu:
If registering a paper application or adding a person via a verbal or written report a change, select New Case Application from the Case Application drop-down menu. Select the Name checkbox(es) for the applicable person(s). Then click the Save and Return button. The New Case Application page displays, proceed to Step 11.
If registering an e-Application or adding a person via an e-Change, select the applicable e-App Number-Date then click the Save and Return button. The LIEAP Detail page displays, skip to Step 14.
Select Paper from the Source drop-down menu.
Verify the Primary applicant field is accurate.
Click the Save and Continue button to navigate to the LIEAP Detail page.
Click the Save and Return button to navigate to the LIEAP Detail page.
Once all program persons have been added, click the Save and Return button. The LIEAP Case Summary page displays.