To apply for rebates through the Indiana Energy Saver Program (IESP), applicants must provide specific documentation to establish eligibility. For landlords and multifamily property owners the application process requires providing tenant contact information as tenant information is needed to determine property eligibility.  Preparing or having these documents in advance can facilitate and expedite the application process.

Proof of Ownership

Properties must be located in Indiana.  Applicants must be able to submit proof of ownership for the property. If there are multiple property owners, the applicant will need to attest that they can apply for rebates on behalf of the other owners.

Proof of Ownership includes property tax records, property insurance documents, or deeds.

Property or Building Eligibility

The IESP determines eligibility and provides energy efficiency measures for properties based upon the income levels of the tenant(s) that reside within a building. For multifamily properties, the entire property or building is eligible to receive the benefits of this program once 50% of the occupied units in that property or building are determined to be at or below the 150% Area Median Income (AMI).

Unit and Tenant Information

To determine eligibility, Landlord applicants will need to provide basic information about the unit(s) in the property and tenant contact information.

  • Unit Information: Number of unit(s), unit number(s), and whether the unit(s) are occupied or vacant.
  • Tenant Contact Information: Tenant Name, email address, and phone number.
    The tenant contact information may be used to contact the tenant(s) to provide income documentation or to obtain natural gas or electric utility bill and usage information if they are the utility account holder.

Based on the size of the property, the IESP may be able to provide assistance during the application process to provide unit and tenant related information.

Proof of Income

The IESP determines program eligibility and issues rebates based on income. There are two options for verifying the income of a property: categorical eligibility or income documentation. Both require levels of coordination with tenant(s). Categorical eligibility is preferred as it utilizes documentation from other approved federal or state government issued to substantiate the income levels of the tenant(s) at the property or in the unit(s). Review the options below and select the one that best fits your situation.

Option A: Categorical Eligibility

Property owners or tenants 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. An 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 in each of the unit(s) you are seeking to receive rebates for. 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. The program will work directly with the tenant(s) to obtain this information by providing them with the ability to upload the documentation directly to the IESP.

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)

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
  • Award letter from Indiana Department of Workforce Development
  • 30 days’ worth of paystubs from the date of your application

Need help finding these documents? Visit: https://www.in.gov/dwd/indiana-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

As part of the application process, the program asks if the property owner or tenant is the account holder for the natural gas or electric utility at the property. Based on the applicant’s response to this question, the IESP will then collect the utility data based on who account holder is for the utility; either the landlord or the tenant(s). Applicants should be prepared to provide 13 months of prior utility usage documentation as part of their application. For larger multifamily buildings, applicants may need to provide additional months of utility data.

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.

Tenant Info and Outreach Resources

Tenant Info Flyer

Tenant Trifold Brochure

Tenant Notification Template

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 here.
  • 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 or unit 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 here.

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 natural gas and/or electric utility; depending on the utilities used at the property. 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 at this link 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.

Submitting incomplete information delays the processing of your application and could result in an application not being approved. We plan to give tenants up to 60 days to submit all needed documents.

IESP will contact your tenants and send them reminders that outline what documents are needed and we will provide you with a link to see who has submitted documentation

If documentation is missing from a tenant after 30 days, your IESP case manager will contact you to discuss how we could collect the missing information. If the missing documentation is not provided within 30 calendar days after this date, the application for that property will be denied.

IESP will contact your tenants to obtain needed documentation from each unit to determine eligibility. This may include obtaining income and utility data from them.

If more than 50% of the occupied units in your building are at or below 150%AMI, the building will be income qualified.

This information is required so that the program can know in advance what to expect when conducting the energy audit and when identifying potential energy efficiency measures for your property.

Answering yes to this question does not prohibit the property from moving forwards, but it will require the IESP to reach out to determine where the lead based paint or asbestos is located, and if it has been abated.

This question is being asked so that we can determine what type of energy audit will need to be conducted at your property.

For larger multifamily properties, the IESP expects that most buildings will have a centralized heating and cooling system (i.e. boiler systems)

This question is being asked so that we can determine what type of energy audit that the IESP will need to conduct at your property.

Please contact program support for guidance at this link or call 855 4-IN SAVES (855-466-7283).

To determine eligibility for the program, IESP needs to obtain unit and tenant related information to qualify the building. To be eligible for the program a building needs to document that at least a 50% of the tenants have area median incomes of 150% AMI or less.

By providing IESP with your unit and tenant related information in the application, the program will work directly with your tenants to obtain the documentation we need to assess building eligibility. Prior to any communications taking place with your tenants, IESP will contact you and explain our process and what information we will be collecting, and how you can learn and see how building eligibility is progressing for your property.

No. After you submit your application, you will be able to check on the status of what materials your tenant(s) have provided by logging into the application portal, however you will not be able to see the documentation uploaded by your tenant(s).

If the Landlord states in the application that the tenant(s) is the account holder for the electric utility, then the IESP will then work with you to get the contact information for the tenant and then will work with them to obtain the electric utility documentation.

Please contact program support for guidance at this link or call 855 4-IN SAVES (855-466-7283).

Please contact program support for guidance at this link or call 855 4-IN SAVES (855-466-7283). The program will work directly with your tenant(s) to obtain this information.