LIEAP Deceased Case Head or Case Person Process

This business process should be followed when a LIEAP Case Head or Case Person is deceased. 

LIEAP Deceased Case Head

Case Head Deceased date prior to Application date:

• Enter Deceased Date on Individual Demographics.
• Process Case, EDBC will deny case.
• Journal and document source of verification.
• Send Denial NOA.

Case Head Deceased date after Application date but before case is processed:

No other adults on application:

• Enter Deceased Date on Individual Demographics.

• Negative Action case using the Negative Action Reason of Deceased.

• Journal and document source of verification.

• Send Denial NOA.

Other adults on application:

• Enter Deceased Date on Individual Demographics.

• Negative Action case using the Negative Action Reason of Deceased.

• Journal and document source of verification.

• Send Denial NOA.

• Send LIEAP 3501.1 RFI requesting proof of fuel bill in another adult applicant’s name. Do not complete a request on the Verification List page. Do not follow the BPM RFI staging area process.

If proof is received:

• Register a new case using the appropriate Case Head on the new application.

• Use the Deceased persons original application date.

• Copy the original application and supporting documents to the new case number in ImageNow.

• Continue to process the application.

Case Head Deceased date after approval:

No other adults in household:

• Enter Deceased Date on Individual Demographics.

• Negative Action case using the Negative Action Reason of Deceased.

• Journal and document source of verification.

• Send Discontinue NOA.

Other adults in household:

• Send LIEAP 3501.1 RFI requesting proof of fuel bill in another adult applicant’s name.

• Follow the BPM RFI Staging Process.

• If proof is not received:

• • Negative Action case using the Negative Action Reason of Deceased.

• • If proof is received:

• • If vendor is the same, edit the Money Management to select the correct Billing Name and enter correct Account Number.

  • If the vendor is different:

  • • Edit the current record on Money Management to a #3 Priority.

    • Add the new Billing Name and Account Number on Money Management and assign respective Priority of #1 and or #2.

NOTE: Add the New Billing Name as an Additional Correspondence Admin Role to the case. The case will get two notices; one notice will be sent to the Deceased Case Head and one to the current person with the Billing Name.

LIEAP Deceased Case Person

Case Person Deceased date before Application date:

• Enter Deceased Date on Individual Demographics.
• Process Case – KEES will not count Deceased Case Person.
• Journaland document source of verification.

Case Person Deceased date after Application date but before case is processed

and the fuel bill is not in the Deceased Case Persons Name:

• Enter Deceased Date on Individual Demographics.
• Process Case – KEES will count Deceased Case Person.
• Journal and document source of verification.

If the fuel bill is in the Deceased Case Persons name:

Do not process LIEAP Case:

• Send LIEAP 3501.1 RFI requesting proof of fuel bill in another adult applicant’s name.
• Follow the BPM RFI Staging Process.
• • If proof is not received:
  • • Negative Action case using the Negative Action Reason of Failure to Provide.
  • If proof is received:
  • • On Money Management enter the correct Billing Name and account number.

Case Person Deceased date after approval:

Fuel Bill not in Deceased Case Persons name:

• Enter Deceased Date on Individual Demographics.
• Journal and document source of verification.

Fuel bill in Case Deceased Persons name:

• Send LIEAP 3501.1 RFI requesting proof of fuel bill in another adult applicant’s name.
• Follow the BPM RFI Staging Process.
• • If proof is not received:
  • • Negative Actioncase using the Negative Action Reason of Failure to Provide.
  • If proof is received:
  • • If vendor is the same, edit the Money Management to select the correct Billing Name and enter correct Account Number.
    • If the vendor is different: Edit the current record on Money Management to a #3 Priority. Add the new Billing Name and Account Number on Money Management and assign respective Priority of #1 and or #2.