Your First Name and Last Name will pre-populate.

Select your Preferred Applicant Language from the drop-down.

Provide your Primary Phone Number.

All other fields are optional and can be completed at need.

Using the Utility Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this lit will populate all other Utility and Mailing address fields.

If your Mailing address is different from your Utility address, update the Mailing Address fields as needed.

Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the Applicant is the owner of the dwelling associated with the Utility Address entered into the application.

Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

The Number of Units field becomes required if Multi-Family (5+ units) is selected as the Dwelling Type.

To advance to the next step, click Continue at the bottom of the page.

Select the Electric Utility Provider & the Primary Heating Fuel Type for the site.

When selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.

Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for the site.

If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.

Respond to the question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs.

To advance to the next step, click Continue at the bottom of the page.

Select a Contractor from the Contractor Selection drop-down. When making a selection:

• If you have already been working with a Contractor, select them from the list,
• Select the Select Next Available option to have the next available Contractor assigned to your project, or
• Select your preference for a Contractor Partner from the list.

While not required, you can help NYSEDA understand if an independent organization has been assisting you with the application process. If that organization appears on the other drop-down, select it from the list.

To advance to the next step, click Continue at the bottom of the page.

If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question in this section jump to Complete the Household Demographics Section below. No additional eligibility questions are required.

However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Eligibility. Review instructions for that section below.

If you, or any household members received HEAP, Food Stamps, SSI, TANF, or Public Assistance in the past 12 months, select Yes. Another field will appear. From this list, select all types of assistance received within the past 12 months. Multiple options can be selected from this list.

Once completed, advance to the Household Demographics section.

If you, or any household members did not receive any assistance as listed above, select No. An additional section will appear on the application titled Income Eligibility. Review instructions for that section below.

To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

• First Name
• Last Name
• Age
• If they are a Full-time Student
• Gross Income Amount
• Income Source
• Income Source Frequency
• Verification Method

To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

• Age
• If they are a Full-time Student
• Gross Income Amount
• Income Source
• Income Source Frequency
• Verification Method

To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trashcan Icon (delete) to the far right of the listed income source. 

Continue adding household members and income sources as needed.

Complete the Household Demographics Details field, selecting all options that apply for all members of the household.

Document how many members of the household are:

• 60 years of age or older
• Children (age 17 years or younger)
• Persons with Disabilities
• Veterans or Disabled Veterans

To advance to the next step, click Continue at the bottom of the page.

Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.

For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box.

After reviewing the complete application, scroll to Section H: Application Information,

Read through the disclaimer, then click the Electronic Signature button.

You will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

Then, scroll to the bottom of the application and click the Sign option next to the Applicant Signature field.

In the modal window that appears, click Adopt and Sign to electronically sign the application. Your Name, Initials will pre-populate and a, and signature example will already be completed for you.

You signature example will now appear on the signature line for the application. Click Finish to return to the application.

If you'd like a copy of the application, click Print.

To advance to the next step, click Continue at the bottom of the page.

To advance to the next step, click Continue at the bottom of the page.