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How do I fill this out?
To fill out this form correctly, start by gathering all necessary information regarding the installation. Ensure that each section is completed with accurate details, including contractor and homeowner information. Double-check that you have attached all required documents before submission.
How to fill out the HVAC and Water Heater Invoice Submission Guidelines?
1
Gather all required information and documents.
2
Complete each field accurately and legibly.
3
Ensure contractor and homeowner data is correct.
4
Attach necessary forms such as Form 320H or Form 320U.
5
Submit the invoice through the provided methods.
Who needs the HVAC and Water Heater Invoice Submission Guidelines?
1
HVAC contractors need this file to ensure compliance with incentive submissions.
2
Homeowners applying for energy efficiency incentives require this document for reimbursement.
3
Energy Trust representativesuse it to verify incentives for installations.
4
Accountants may need this file for record-keeping and tax purposes.
5
Business owners can utilize this invoice for client billing related to HVAC services.
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What are the instructions for submitting this form?
To submit this form, ensure all sections are completed and required documents are attached. You can send your completed invoice via mail to Existing Homes; Attn: Incentive Processing; P.O. Box 40508, Portland, OR 97240, or fax it to 1.866.516.7592. Additionally, invoices can be emailed to hesforms@energytrust.org for quicker processing.
What are the important dates for this form in 2024 and 2025?
Be sure to check for any upcoming incentive application deadlines. For 2024, applications must be received within 90 days of installation dates. Also, stay updated on any changes to incentive programs for 2025.
What is the purpose of this form?
The purpose of this form is to facilitate the submission of HVAC and Water Heater installation invoices for incentive processing. It serves as a structured guideline for contractors and homeowners to ensure all necessary information is documented. Completing this form accurately is crucial for the successful receipt of financial incentives from the Energy Trust of Oregon.
Tell me about this form and its components and fields line-by-line.
- 1. Participant Name: The name of the individual or business submitting the invoice.
- 2. Site Address: The location where the installation took place.
- 3. Invoice Date: The date the invoice is created.
- 4. Total Installed Cost: The total cost of the installation, including any applicable taxes.
- 5. Manufacturer: The manufacturer of the installed system.
What happens if I fail to submit this form?
Failure to submit this form accurately may result in a denial of the incentive request. Incomplete information or missing documentation could also delay processing times.
- Missing Information: If critical details are omitted, the invoice will be deemed incomplete.
- Incorrect Attachments: Submitting the wrong documents may lead to rejection by the incentive processing team.
- Timely Submission: Submitting outside of the allowed timeframe will forfeit eligibility for incentives.
How do I know when to use this form?
- 1. Claiming Incentives: Use this form to apply for financial incentives from Energy Trust.
- 2. Documenting Installations: It's essential for maintaining records of every installation completed.
- 3. Verification Purpose: This form acts as proof for audits and verifications as required by Energy Trust.
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