To apply for rebates through the Indiana Energy Saver Program (IESP), applicants must provide specific documentation to establish eligibility. Preparing these documents in advance will expedite the processing of your application.

Proof of Residency

Applicants must reside in an Indiana home or dwelling unit and submit proof of ownership and/or residency to establish household eligibility.

  • Proof of Ownership includes deeds, property insurance documents, or property tax records
  • Proof of Residency includes utility bills, leases, and other government-issued documents in the applicant’s name

Proof of Income

Applicants must provide proof of income to verify eligibility for income-based rebates. There are two options for verifying income: categorical eligibility or income documentation. Review the options below and select the one that best fits your situation.

Option A: Categorical Eligibility

Applicants participating in a federal or state program recognized as having an income qualification threshold at least as stringent as the relevant rebate threshold can submit an eligibility determination letter dated within the last 12 months to verify income eligibility. The award letter must display the following details:

  • Recipient’s first and last name
  • Recipient’s address
  • Program name
  • Date of enrollment and/or enrollment expiration date

Approved Programs for Categorical Eligibility:

  • Head Start
  • Housing Improvement Program (HIP)
  • Housing Opportunities for Persons with AIDS (HOPWA)
  • Lifeline Support for Affordable Communications (Lifeline)
  • Low Income Energy Assistance Program (LIHEAP)
  • Medicaid
  • National School Lunch Program
  • Special Supplemental Nutrition Program for Women, Infants, and Children (WIC)
  • Supplemental Nutrition Assistance Program (SNAP)
  • Supplemental Security Income (SSI)
  • Weatherization Assistance Program (WAP)

Option B: Income Documentation

If an applicant does not participate in a program qualified for categorical eligibility, income documentation must be provided to verify eligibility. At least 30 consecutive days of income documentation must be provided. Income documentation is required for all adult household members receiving income. If a household member has multiple sources of income (e.g., job income and Social Security), documentation for each source is required. The income documentation must display the following details:

  • The company’s name and contact information
  • The household member’s first and last name
  • Date of pay
  • Gross income amount (unless the income source is self-employment income)

Please redact your social security number from submitted documentation if possible. Examples of income, acceptable documentation, and acceptable date ranges are provided in the table below.

Income Type Acceptable Documentation Acceptable Date Range
Alimony
  • Court Order
  • Pertinent pages of Separation Agreement
  • Divorce Decree identifying the payee and amount of alimony to be received
  • Bank statements
  • Agreement must be active
  • Bank statements must be within 30 days of the application date
Annuity
  • Statements attached to the disbursement checks
  • Form 1099 or 1040
  • Award Letter
  • Statement of Benefits
  • Form 1099 or 1040 must be from the most recent tax year
Child Support
  • Court Order
  • Pertinent pages of Separation Agreement
  • Divorce Decree identifying the payee and amount of child support to be received
  • Bank statements
  • Agreement must be active
  • Bank statements must be within 30 days of the application date
Job Income
  • Pay stubs
  • Employer income statement
  • W2s
  • At least 30 consecutive days of income issued within 30 days of the application date
  • W2s must be from the most recent tax year
Pension
  • Pension check stub showing the gross amount
  • Letter from pension board or other authorized governing body
  • Check stubs received over a period of at least 30 consecutive days before the application date
  • Letter from pension board or other authorized governing body issued within the last 12 months
Rental Income
  • Profit and loss statement
  • Tax Form 1040 (Schedule 1 and E)
  • A notarized statement listing each apartment and rent received per month, as well as a description of deductible expenses including amounts.
  • Copy of lease(s) if annual documents are unavailable
  • Profit and loss statements must be for the previous 3 months at a minimum
  • 1040 must be from the most recent tax year
  • Lease must be issued within the last 12 months
Self-Employment Income
  • Tax return
  • IRS report of quarterly earnings
  • Profit and loss statement
  • Tax return: Most recent year
  • IRS report of quarterly earnings and profit and loss statements must be for the previous 3 months at a minimum
Social Security
  • Award letter
  • Benefit Statement
  • SSA-1099 Social Security benefit statement
  • Award letter/benefit statement issued within the last 12 months
  • Tax documentation from the most recent tax year
Social Security Disability
  • SSA benefit verification letter
  • SSA-1099 Social Security benefit statement
  • SSA Form 2458
  • Benefit verification letter issued within the last 12 months
  • Tax documentation from the most recent tax year
Unemployment
Workers Compensation
  • Award letter issued within the last 12 months
  • Checks or paystubs received over a period of at least 30 consecutive days before the application date

Utility Information

Applicants must provide the most recent utility bill for each type of utility used in the home (electric or natural gas). Each document must include:

  • Applicant’s first and last name
  • Address
  • Account number
  • Utility provider
  • Monthly Usage
  • Date

Applicants who receive delivered fuel such as propane must submit their most recent receipt. The receipt should include:

  • Delivered fuel type
  • Delivered fuel amount
  • Address fuel was delivered
  • Date fuel was delivered

Applicants should be prepared to provide up to 13 months of prior utility usage documentation if requested.

Frequently Asked Questions

Applicants must provide proof of ownership (e.g., deed, property tax records) or proof of residency (e.g., utility bill, lease) to establish household eligibility.

Applicants can verify income eligibility by either:

  • Option A:  Providing a determination letter from a program approved for categorical eligibility like Medicaid or SNAP, dated within the last 12 months.
  • Option B: Submitting 30 consecutive days of income documentation for all adult household members.

Acceptable documentation depends on the income type (e.g., pay stubs, W2s, court orders for child support). Please ensure the documents include details like the company name, gross income, and pay dates.

Yes, we encourage applicants to redact their social security numbers or other sensitive information before submission.

Applicants need to provide their most recent utility bill or fuel receipt, including details like the account number, monthly usage data, and the date of the bill.

Categorical eligibility is the determination that a household meets income requirements by verifying household participation in another state or federal program that includes income qualification thresholds at least as stringent as the relevant rebate threshold. The U.S. Department of Energy has established a list of programs that qualify for categorical eligibility, such as Head Start, Medicaid, SNAP and others. A complete list can be found in the application requirements section.

For unemployment documentation, visit Indiana Workforce Development. For other documents, please contact program support for guidance on obtaining missing documents.

Applicants may be asked to provide up to 13 months of utility usage documentation.

All requested dDocuments mustshould be submitted during the application process. If any documentation is missing from your application, program staff will contact you to collect the missing information. Submitting incomplete information will delay the processing of your application.