Fillable Contractor Application

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Contractor Application

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Contractor Application
Revised 6-13-2019 Page 1
All work financed with an Energy Loan must be installed by a participating contractor. To ensure only
qualified contractors are enrolled in the program, EFS has established guidelines for participation, as
described in the Contractor Participation Guidelines.
You will need to provide the following forms to become eligible to offer Energy Loans to your customers:
Contractor Application, Contractor Participation Agreement, IRS W-9 Form, along with a copy of your
General Liability Insurance Certificate.* If you would like to have your payments deposited directly into
your bank account, you should also complete and return the ACH Authorization. Please email, fax or mail
this information to:
Email:
efs@energyfinancesolutions.com
Mail:
Slipstream Group, Inc.
Energy Finance Solutions
431 Charmany Drive
Madison, WI 53719
Fax:
608.249.5788
*Insurance coverage must meet the minimum program requirements.
If you have any questions, please call EFS at 800.969.9322.
If you are approved to offer Energy Loans, you will receive an approval letter (usually within a few days) via
email or mail. This letter will provide you with additional information about our Energy Loan Program and
inform you of different ways to receive the necessary application forms required as part of the loan
process.
Business Information (please print clearly and answer all questions)
Business Name:
Years in Business:
Type of Business: Corporation Partnership
Sole Proprietor
Limited Liability Co.
Business Address:
City: State:
Zip:
Telephone Number:
Fax Number:
President/Owner’s Name:
President/Owner’s Home Address:
Co-Owner’s Name:
Co-Owner’s Address:
Contact (person to receive all program information):
Email Address(es):
Website:
We wish to have access to the EFS Contractor Portal*: Yes No
*A separate Portal Use Agreement is required.
Version 93.1.2019 REV 8 Page 2
Services Offered
Please indicate those measures your company installs*.
Heating Systems Insulation
Photovoltaic (PV) and Solar Thermal
Ground Source Heat Pumps Water Heaters
Siding
Central Air Conditioners Roofing
Replacement Windows and Doors
Other:
Please indicate those States where your company does business*.
For each State listed above, indicate the primary counties where your company does business*.
*This information will be distributed to customers requesting the names of contractors in their area approved to
offer energy loans. This information may also be posted on our website.
The information provided above is true and correct. I understand EFS may use this information to determine
whether participation in the Energy Loan Program will be granted. This may include ordering a credit bureau,
contacting references, or the Better Business Bureau on the principal owners, or other resources that will provide
EFS with information necessary to make their decision.
I have reviewed the Contractor Participation Guidelines. If approved, I understand that my future participation is
contingent upon meeting the standards of the program defined in the Guidelines.
Signature: Date:
Print or Type Name: Title:
For EFS Use Only
Date Received: Insurance Cert Participation Agreement IRS W-9 Form ACH Authorization
Approved: Yes No Date Notified: Letter mailed Letter emailed
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Contractor Application

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Completed 12 March 2021

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