Lifeline carriers are required to confirm their customer's eligibility prior to enrolling them in the Lifeline Program.
Carriers can use one of three methods to comply with this requirement:
If carriers are reviewing documentation to determine customer eligibility, they must verify eligibility by income or program, and retain the required documentation.
The process for determining subscriber eligibility will change once your state begins using the National Verifier.
A customer may be eligible for Lifeline-supported service if they have a household income at or below 135 percent of the federal poverty guidelines. Visit the Income Eligibility and the Federal Poverty Guidelines pages to learn more, including income guidelines and acceptable forms of documentation.
A customer is eligible for Lifeline-supported service if they participate in one of the qualifying programs. If the customer is enrolled in one of these programs, they likely have a benefit/program participation card or award letter, which they can use as proof of eligibility.
Current qualifying programs (effective until December 1, 2016):
* Effective December 2, 2016, customers cannot use LIHEAP, NSLP, and TANF as a Lifeline qualifying programs.
Customers residing on Tribal lands may also use eligibility documentation from these programs if their household income is at or below 135% of the federal poverty guidelines:
Carriers are required to take steps to ensure that they are not providing duplicate Lifeline-supported service to the same subscriber or household.
A household is anyone living at the same address who share income and household expenses. A household worksheet must be completed any time more than one subscriber at a single residential address receives Lifeline-supported service, or when a new customer applies for service at an address where there is already a customer receiving a Lifeline benefit.
The Lifeline Modernization Order requires carriers to follow certain procedures when verifying an applicant's eligibility. Read the checklist and compilation of record-keeping requirements related to verifying eligibility.
Starting February 17, 2016, carriers are required to retain documentation (for example, a copy of the customer's SNAP card) demonstrating subscriber eligibility (prior to February 17, 2016, carriers had to keep records of the data source used to verify eligibility, but could not retain copies of the documentation itself).
This documentation must be retained for as long as the subscriber receives Lifeline Program service from the carrier, and for at least three additional calendar years after their service ends.