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 Ownership

Applicants must reside in an Indiana home and submit proof of ownership to establish household eligibility. Proof of Ownership includes property tax records, property insurance documents, or deeds.

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 an approved federal or state program with an income qualification threshold equivalent to 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:

  • Housing Choice Vouchers (HCV)
  • 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
  • Supportive Housing for the Elderly (Section 202)
  • Low Income Housing Tax Credits (LIHTC)
  • 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)
  • Persons with Disabilities (Section 811)

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. 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 should be prepared to provide up to 13 months of prior utility usage documentation as part of their application and if requested. Each document must include:

  • Applicant’s first and last name
  • Address
  • Account number
  • Utility provider
  • Monthly Usage
  • Date
  • Meter Number (if applicable)
  • Service Site ID (if applicable and for electric utilities only)

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

The Indiana Energy Saver Program is working to partner with utilities to make it easier for you to share your utility consumption data directly with the program. Customers of participating utilities will only need to provide their most recent utility bill for each utility used in the home (listing the account number, meter number, or service site ID). More information on this process and participating utilities will be listed in the application.

Frequently Asked Questions

Depending on the type of application you are submitting (landlord/tenant/single-family homeowner), applicants must provide proof of ownership (e.g., deed, property tax records) and/or proof of residency (e.g., utility bill, lease) to establish eligibility.

Applicants can verify income eligibility by either:

  • Option A – Categorical Eligibility: Providing a determination letter from a program approved for categorical eligibility like Medicaid or SNAP, dated within the last 12 months. The complete list of federal programs approved for categorical eligibility can be found on the SCEP website.
  • Option B – Income Documentation:  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 unless the household member provides their most recent tax return. A complete list can be found above in the income documentation section.

Categorical eligibility is the determination that a household meets income requirements by verifying household participation in another state or federal program with an equivalent income qualification threshold 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. The complete list of federal programs approved for categorical eligibility can be found on the SCEP website.

Depending on the income source, a variety of documents are acceptable (e.g., paystubs, W2s, profit and loss statement). A complete list can be found in the income documentation section.

Yes, we ask that you please redact your social security number from all submitted documentation if possible.

Customers of participating utilities will only need to provide their most recent utility bill for each utility used in the home. Utility bills need to include the applicant’s first and last name, address, account number, utility provider, monthly usage, date, meter number and service ID (electric only).

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

For unemployment documentation, visit Indiana Workforce Development.

For other documents, please contact program support for guidance or call 855 4-IN SAVES (855-466-7283).

Submitting incomplete information will delay the processing of your application.

All requested documents should be submitted during the application process. If any documentation is missing from your application, program staff will contact you to collect the missing information. Applicants have 30 calendar days to provide missing documentation. If the missing documentation is not provided within 30 calendar days, your application will be denied.