LIHEAP Budgets

**These worksheets were developed by an eligibility worker, not the State Office. Because of this, please address your concerns to this site's Contact Us page or to our email address: team@ewtechteam.com

You can also request that the LIHEAP worksheet be emailed to you or another worker by using the above procedure. **

To access the latest version of the LIHEAP Program Worksheet, RIGHT click the correct link below and click on "Save Target As". You can then save it onto your computer by choosing the location to save your file.  Click SAVE. 

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LIHEAP Budget FY 2011 Rev 2-2-12 

LIHEAP Budget Instuctions

LIHEAP Self Employment Budget:  2011 Tax Year

LIHEAP Self Employment Budget:  2010 Tax Year

LIHEAP Income Annualizing Budget

LIHEAP Budget Instructions

If there are any discrepancies or inconsistencies in any budgets that you do, please contact us immediately.

Instructions:
This worksheet is used similarly to the LIHEAP hand budget worksheet.

Yellow boxes: are enterable fields.

Blue boxes: mandatory fields-these must have an entry in order to calculate a percentage.

White boxes: locked--you can not enter anything in these fields.

SSN block: type the SSN in this field without any spaces or dashes (it will display with dashes).

Month of Application block: type the month, then a slash or a dash, then the last two digits of the year (example: 8/01)--the worksheet will display the date as "1-Aug 2001".

Fuel Type block:  enter the fuel type code number (01, 03, 04, etc).

Authorization/Effective Date blocks: type in this format-- mm/dd/yyyy--including the slashes (/).

To use the income averaging worksheet(s):

1. Complete the shaded areas of Part IV of the LIHEAP Budget.

2. Click on the "Income Averaging Budget" tab towards the bottom of the worksheet window.

3. The "No. in H/H" and "Max. Income" sections should have auto completed for you in the Income Averaging Budget. Now, complete the shaded areas of the remainder of the Income Averaging Budget worksheet.

**Hint: In the "73%" column, enter "73" if the 73 % disregard applies; if it doesn't apply, leave this column blank.

4. The Income Averaging Budget worksheet should calculate all totals for you.

5. When completed with the Income Averaging Budget, click on the "LIHEAP Budget2" tab towards the bottom of the worksheet window.

6. Your total gross and net averaged income should have auto-completed for you from the Income Averaging Budget and you should not enter anything into the "Totals from averaging by hand" shaded areas.

7. Continue completing the LIHEAP Budget2.

If you prefer not to use the auto Income Averaging Sheet, you can complete the LIHEAP Budget as usual, except, when entering your manual Income Averaging dollars, use the indicated shaded areas to enter them.