Generating a LIEAP-Request for Information Form

A LIEAP-Request for Information (ES-3501) form can be generated from the Verification List page.

To generate the LIEAP-Request for Information form:

1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go. The Case Summary page displays.
2. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select Verifications from Task Navigation. The Verification List page displays.
3. Select a Status from the drop-down menu.
4. Select LIEAP from the Program Type drop-down menu.
5. Click the Search button. The Search Results Summary displays a list of verifications based on the search criteria.
6. Select the check box(es) for at least one (1) LIEAP verification record

   NOTE: No matter how many LIEAP verifications are selected only one form is generated.

7. Click the Generate Form button. The Document Parameters window displays.

   NOTE: Only LIEAP verification records should be selected. If a LIEAP verification record is selected along with any other Program verification record a hard warning error message displays.

8. Enter the Case Number and click the Go button.
9. Select the Customer Name from the drop-down menu.
10. Select the Program from the drop-down menu
11. Select the Language from the drop-down menu.
12. Click the Generate Form button.  The form displays in a separate window.

    NOTE: See Adding a Verification Record for detailed steps on adding user entered verification records prior to clicking the Generate Form button.

13. Complete the LIEAP-Request for Information form by selecting the appropriate checkboxes and/or filling out the free format fields for the pending verification(s).
14. Click the Save and Print Centrally or Save and Print Locally button.