Individual Demographics

Individual Demographics is a shared page used to add or update information such as name, social security number, marital status, phone number, etc. for case person(s). The LIEAP program uses very minimal information on this page, therefore most fields are left as defaulted.
NOTE: If LIEAP Staff find a potential name change or incorrect social security number it must be communicated to the LIEAP Site Manager for additional research.
To Add or Update information on the Individual Demographics page:

Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside LIEAP from Task Navigation to open the LIEAP data collection pages. Select Individual Demographics from Task Navigation. The Individual Demographics List page displays.
Click the Edit button for the case person the user is updating information for. The Individual Demographic Detail page displays.
Confirm the First Name, including spelling.
Confirm the Last Name, including spelling.

NOTE: If LIEAP Staff find there is a potential name change for a consumer, it should be reported to the LIEAP Site Manager.

Confirm the Social Security Number.

Select the appropriate SSN Status from the drop-down menu. If an SSN status already exists and is considered Verified, do not select a new status.
Use the below guidance when selecting a SSN Status.
- HUB-SSA and SSA-SVES are populated through Interfaces; this is considered verified. Do NOT update this field if either of these values are already set.
- SSN Provided is the default SSN Status, this is considered verified for DCF Programs.
- Good Cause is used by Eligibility Workers if they verify the SSN. This is considered verified.
- SSN Application Filed at SSA, is used when the consumer provides proof of an application for SSN, but has not been issued a number. This status should be updated when the SSN is provided.
- No SSN Provided is used when the consumer has not provided an SSN. This status should be updated if a SSN is provided.

NOTE: While any of these values may display on an existing record, LIEAP staff will only select SSN Provided or No SSN Provided when completing this page for New consumers.

Leave the Marital Status drop-down menu as defaulted.
Select the legal Gender of the consumer from the drop-down menu.
Enter the Date of Birth using the <mm/dd/yyyy> format or the calendar icon.
Select the appropriate verification value from the Date of Birth Verified drop-down menu.
NOTE: If a Verified value is already selected for an existing consumer, do not select a new value from the drop-down menu.
Leave the Is this individual a U.S. Citizen? and Verified drop-down menus as defaulted.
NOTE: For the LIEAP program Citizenship is documented on the LIEAP Detail page.
Leave the Is this individual a Veteran? drop-down menu and the Spouse of a Veteran? drop-down menu as defaulted. These fields are not used for LIEAP determinations and should not be entered/updated by LIEAP staff.
Select the check box(es) for the applicable Race/Ethnicity Origin.
NOTE: If American Indian or Alaskan Native is already checked, do not uncheck.
Select the appropriate value from the Is this person Hispanic, Latino/a or Spanish Origin? drop-down menu.
Complete the Tribe field, if known.
The Deceased Date is entered for case maintenance by a user or populated by a Batch Interface. Once a date has been entered and verified, the Verified drop-down menu displays. After a Deceased Date has been entered and verified, Running EDBC for the appropriate month discontinues assistance for the individual. If the wrong Deceased Date was entered or if a Deceased Date was entered for the wrong person, see Troubleshooting.
Enter the Emancipation Date, if applicable, using the <mm/dd/yyyy> format or the calendar icon.
Select the appropriate Language types from the drop-down menus.
If a Preferred Method of Contact is selected, a Cell Phone Number is required when Text is selected and an Email is required when Email is selected.
Enter Other Communication Needs if applicable.
Select the appropriate value from the Is it OK to call this Individual at Work drop-down menu.
Enter the consumer’s Email, if provided. If the consumer would like to receive messages via email, select the check box.
- Entering an email address in this field updates the existing email address in the database, regardless of the source of the application (SSP or otherwise).
NOTE: If a consumer has a SSP account and an email address is provided, an email is sent to the consumer to alert them to check the Message Center on the SSP.
Leave the Last Grade Completed drop-down menu as defaulted.
Enter the consumer’s Phone Number and select the Phone Number Type from the drop-down menu.
- Only click the Add button if there are additional phone numbers to enter.
For LIEAP, the Previous Names and Previous Social Security Numbers blocks are only to be completed by a LIEAP Site Manager or LIEAP Program Administration staff. If a LIEAP Staff member believes there is an error or change to an existing Name or SSN they should report it to their LIEAP Site Manager for further research.
1. The Previous Names block is used to capture Alias and Maiden Name information.
  - First and Last Name fields are required.
  - Only click the Add button to enter additional names.
2. The Previous Social Security Numbers block is only used to record past Social Security Numbers that were issued by Social Security as per KEESM 2130 (for example, adoption cases).
NOTE: If a consumer is using a Social Security Number that does not belong to them, add a Case Flag and Journal the information.
Leave the Dangerous Person Indicator drop-down menu as defaulted.
NOTE: An asterisk displays next to the person’s name on the All People Associated with the Case block on the Case Summary page when Yes is selected.
Leave the MCO Choice drop-down menu as defaulted.
Click the Save and Return button.