Texas document checklist
Texas Energy Rebate Document Checklist
A rebate application is easier to review when the homeowner keeps the right records from the beginning. This checklist focuses on documents that may matter for Texas heat pump, HVAC, water heater, and efficiency projects.
Utility and service-address records
Start with the utility account, service address, and official program page. City names can be misleading when utility service areas vary by address.
Save a copy or bookmark of the official program page used during planning, because rules, application windows, and forms may change.
Equipment and installation records
Gather model numbers, efficiency ratings, product specification sheets, proposal details, installation dates, and contractor invoice language when relevant.
If the official program requires pre-approval or a listed equipment category, verify that before purchase or installation.
Payment and application records
Keep invoices, proof of payment, permits when relevant, photos, application confirmations, and any official approval or rejection messages.
These records may also help homeowners review tax-credit questions, but tax rules should be checked separately with the IRS and a qualified tax professional when needed.