We ask for complete income documents for the last three months prior to your appointment, but you are allowed to submit complete documents only for the one month prior to your appointment, if you prefer.

Earned Income (when you or a household member receive paystubs from an employer)

• Please include every paystub that has a pay date (check date) in the last three months prior to your appointment.

Earned Cash Income (when you or a household member work for cash jobs)

• Your Energy Specialist will provide you with a Self-Declaration of Income form.

Social Security Benefits (SSA/SSI/SSDI)

• Include the award letter(s) that cover the last three months prior to your appointment.
• If that is not possible, please include bank statements for the same time period showing the deposits from Social Security

Worker's Compensation, L&I, FMLA, Private Disability Insurance

• Please include the award letter(s), payment history or paystubs(s) showing the amounts received during the previous 3 months.

Pension, Annuity, and Life Insurance

• Please include a recent award letter or paystubs showing the amount received during the previous 3 months.
• If that's not possible, include full bank statements showing the deposits for the pension, annuity, and/or life insurance.

Interest and Dividends

• If you receive interest or dividends, please provide bank statements showing this for the previous 3 months.

Unemployment Insurance

• If you have access to the Employment Security online portal, please include a screenshot showing your name and the payments for the previous 3 months.
• If this is not possible, your Energy Specialist will provide you an Unemployment Request for Records form and we will request your unemployment insurance records directly.

Self-Employed Income

• If you wish to take the standard deduction of 50% per month of reported income, your Energy Specialist will provide you a Self-Employed Declaration of Income form.
• If you wish to itemize your expenses, you will be required to provide receipts for all expenses. Your Energy Specialist will provide you with the needed forms for this process. Please note, the expenses we can deduct are limited and are not the same as those allowed when filing taxes.

Rental Property Income

• Your Energy Specialist will provide you a Declaration of Rental Income form.
• If you wish to itemize your expenses, you will be required to provide receipts for all expenses. Your Energy Specialist will provide you with the needed forms for this process. Please note, the expenses we can deduct are limited and are not the same as those allowed when filing taxes.