Documents and Forms

Interested in becoming a participating contractor?

Please review the following documents:

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

Maryland

EFS Credit Application

Michigan

Holland Energy Fund Credit Application

New Jersey

New Jersey Home Performance with ENERGY STAR® Credit Application
South Jersey Gas Commercial & Industrial Credit Application
South Jersey Gas Residential Financing Program Credit Application
Supplement to Credit Application
New Jersey Home Performance with ENERGY STAR Step-by-Step Process Guide

South Jersey Gas Certificate of Completion
South Jersey Gas Step-by-Step Process Guide – For Gas to Gas and Conversion Loans
South Jersey Gas Step-by-Step Process Guide – For Home Performance with ENERGY STAR Loans

New York

NYSERDA Residential Financing and Income Screening Application
NYSERDA Residential Household Income Screening Application

Questions?

Please contact EFS.