Rebate paperwork folder checklist

Most utility HPWH rebates fail on missing paperwork or missed deadlines — not on the tank itself. Build a folder before install day.

Put these in the folder

1. Utility account number and service address (must match install address).
2. Paid invoice / receipt with: date, address, brand, model number(s), serial if listed, amount paid (post-tax rules vary — read the form).
3. Clear photos of nameplate (model + serial) and installed unit.
4. Qualified product proof: screenshot or PDF of the utility / NEEA / BPA QPL row for your model on purchase day.
5. Permit number and final inspection sign-off if your AHJ required permits.
6. Contractor license # and company invoice if a pro installed.
7. Before/after notes: what you replaced (electric resistance vs other) — many programs require replacing electric resistance / existing tank only.
8. Income docs only if applying for Efficiency Boost / Tacoma deferred / similar — follow that program’s list, don’t invent documents.
9. Application confirmation / claim number after you submit.

Deadline reminder (verify live)

• PSE — often 30 days from installation.
• SCL — post-purchase path often 93 days from purchase; coupon path is at register.
• SnoPUD — often 90 days from invoice.
• Tacoma Power — rebate form + receipt; loan paths need pre-approval.
• Energy Trust — HPWH usually instant midstream / in-store only; no after-the-fact claim.

Optional: printable rebate folder pack

A future paid download (~$9–$19) could bundle this checklist as a fillable PDF with a deadline calendar and document cover sheet for your utility row.

Not for sale yet. No buy button, no fake checkout, no invented Stripe/Gumroad link. When a pack exists, it will be linked from this page with a real price.

Hire licensed when required

Paperwork does not replace permits or licenses. Hire a licensed plumber and/or electrician when the install or your city/county requires it.