Documents and Forms

Interested in becoming a participating contractor?

Please review the following documents:

*For Illinois contractors, please refer to the Illinois specific documents below.

Application Process

Please submit the following documents via email to efs@energyfinancesolutions.com or by fax to 608.249.5788. You may also send them via regular mail to 431 Charmany Drive, Madison, WI 53719.

  • Contractor Coversheet
  • Contractor Application
  • Contractor Participation Agreement
  • IRS W-9 Form
  • Certificate of Insurance
  • ACH Authorization (if desired)

Once all contractor application forms have been reviewed by EFS, you will be notified of our decision via email. Turnaround is typically 1-2 business days.

Contractor Portal

A new online portal is available to assist contractors with the EFS loan application process. The documents and video below will help guide contractors through the basics of the online portal.

State- and Program-Specific Documents and Forms

Illinois
Contractor Coversheet
Contractor Application
Contractor Participation Agreement
Contractor Participation Guidelines
Contractor Completion Certificate
IRS W-9 Form
ACH Authorization
Portal Training Webinar

Michigan
Holland Energy Fund Credit Application

New Jersey
Contract Template
Contract Requirements
Eligible Measures for HPwES
Elizabethtown Gas Commercial Application
Elizabethtown Gas Contractor Completion Certificate
Elizabethtown Gas Only Rebates
Elizabethtown Gas Rebate Form
Elizabethtown Gas Residential Application
South Jersey Gas Commercial Application
South Jersey Gas Contractor Completion Certificate
South Jersey Gas Gas Only Rebates
South Jersey Gas Rebate Form
South Jersey Gas Residential Application

New York
NYSERDA Residential Financing and Income Screening Application
NYSERDA Residential Household Income Screening Application
NYSERDA Proforma Worksheets and Required Document Submissions

Questions?
Please contact EFS.