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Introduction

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The EmPower+ Application allows applicants to access and submit either online or paper applications to the program. Applicants can receive assistance from Community Organizations and/or Participant Contractors when submitting an application. Applicants who would like to submit an Online Application must create an Application Portal account first. The instructions below guide you on how to access, complete and submit a EmPower+ Application. To access instructions specific to each step below, click the learn more... link to expand the section and review the related materials.

Info

The instructional materials below are intended to guide:

  • Applicants when submitting an online application, or
  • CLEAResult Shared Services, Community Organizations, NYSERDA Energy Advisors, Participating Contractors, and Participating Utilities when assisting applicants through the online application process.




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The application is comprised of seven (7) distinct steps, or pages, that you will navigate through as you complete the application. Each page contains fields and information that must be provided as part of the application which are denoted by a red asterisk.

Excerpt


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The online application can be accessed by clicking the link below and logging into your Salesforce Portal account, then selecting the Combined Residential Application option.

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titlelearn more...
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titleSalesforce Portal Login
urlhttps://uat-nyserda-portal.cs32.force.com/customer/login

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Each step, or page, throughout the application contains instructional text at the top of the page. It is highly recommended that you review these instructional texts as they provide clarity regarding the information requested.

UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting. 

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Applicants can access the online application by clicking the link below and logging into your Salesforce Portal account, then by selecting the EmPower+ Application option.

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titleSalesforce Customer Login
urlhttps://nyserda-portal.force.com/customer/login

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UI Step

The application is comprised of seven (7) distinct steps, or pages, that you will navigate as you complete the application. Each page contains required fields and information denoted by a red asterisk.

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UI Step

Each step, or page, throughout the application contains instructional text at the top of the page. It is highly recommended that you review these instructional texts as they provide clarity regarding the information requested.


UI Step

Every step, or page, throughout the application contains a Save button at the bottom of the page. Click Save before exiting the application if you do not have time to complete it in one sitting. 

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UI Step

To access a Saved and incomplete application:

  1. Log back into the Salesforce Portal
  2. Select the Enrollment tab

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  3. Locate the correct application and click the link in the Enrollment Name column

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  4. Finally, click the Application Wizard button to return to your incomplete application.

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To re-access a Saved and incomplete application:

  • Log back into the Salesforce Portal
  • Select the Projects tab

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    Locate the correct Application and click on the link in the Project Name column

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    Finally, click on the Application Wizard button to return to your incomplete application.

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    To advance to the next step, click Continue at the bottom of the page.

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    Complete the Application Information section:


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    UI Step

    Your First Name and Last Name will pre-populate.


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    Select your Preferred Applicant Language from the drop-down.


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    Provide your Primary Phone Number.


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    All other fields are optional and can be completed as needed.




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    Complete the Site Information section:


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    Using the Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this list will populate all other address fields on the page.

    Expand
    titleRegarding Your Internet Browser

    Applicants should be aware that, depending on the internet browser used to complete the Online Application, the address fields may pre-populate based on your Browser's auto-form filling functionality, such as with Google Chrome. Applicants should review the address fields if they pre-populate and update with the correct address if necessary.


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    If your Mailing address is different from your Address, update the Mailing Address fields as needed.


    UI Step

    Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the applicant is the owner of the dwelling associated with the address entered into the application.


    UI Step

    Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.


    UI Step

    The Number of Units field becomes required if you select Multi-Family (5+ units) as the Dwelling Type

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    Complete the Application Information section:
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    All other fields are optional and can be completed at need

    .

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    Your First Name and Last Name will pre-populate.

    UI Step

    Select your Preferred Applicant Language from the drop-down.

    UI Step

    Provide your Primary Phone Number.

    UI Step




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    Complete
    Save 
    the Utility Site Information section:
    & Continue:


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    UI Step

    Using the Utility Address field, begin typing in your street address. Salesforce will suggest verified addresses below this field as you type. Selecting an option from this lit will populate all other Utility and Mailing address fields.

    UI Step

    If your Mailing address is different from your Utility address, update the Mailing Address fields as needed.

    UI Step

    Select the appropriate response for the Does the applicant own this site drop down. This field identifies if the Applicant is the owner of the dwelling associated with the Utility Address entered into the application.

    UI Step

    Select the option from the Dwelling Type drop-down that most closely identifies what type of dwelling exists on the site.

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    The Number of Units field becomes required if Multi-Family (5+ units) is selected as the Dwelling Type.

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    It is recommended that you click Save before clicking Continue.

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    To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.




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    Complete the Utility Information section:


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    UI Step

    Select the Electric Utility Provider and the Primary Heating Fuel Type for the site.


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    Selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.


    UI Step

    Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for work that will be performed at the site.


    UI Step

    If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.


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    Respond to the Additional Question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs.




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    Save & Continue:


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    To advance to the next step, click  Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.




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    Expand
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    Complete the Utility Information section:
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    Select the Electric Utility Provider & the Primary Heating Fuel Type for the site.

    UI Step

    When selecting either Natural Gas or Other from the Primary Heating Fuel Type drop-down will enable an additional required field for this section that must be completed.

    UI Step

    Include Electric Utility and Primary Fuel Account Numbers. These fields are optional. However, providing NYSERDA with this information will enable us to provide the most accurate and effective recommendations for the site.

    UI Step

    If the site has a Secondary Heating Fuel Type, select it from the drop-down. This field is optional.

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    Complete the Additional Question section:
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    Respond to the question, if applicable or appropriate, with any additional information that will help NYSERDA reduce your energy consumption or reduce risks to occupant health or special needs.

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    Save & Continue:
    Complete the Partner Information section:


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    To advance to the next step, click Continue at the bottom of the page.

    UI Step
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    It is recommended that you click Save before clicking Continue.

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    body<p><br /></p>

    Select a contractor from the  Contractor Selection drop-down.

    Expand
    titleRules to Selecting a Contractor
    • When selecting a contractor, you can either,
      • Select one that you have been working with,
      • Select the Select Next Available option to have the next available contractor assigned to your project, or
      • Select your preference for a contractor partner from the list.
    • Only those contractors that serve your designated area will appear on the list.
      • If you do not see a contractor, it is likely because they do not serve your area.
    • If a selected contractor cannot perform the work due to scheduling restrictions, they may not accept the project.
      • If so, an alternate will be selected by CLEAResult Shared Services.
    • CLEAResult Shared Services selects contractors when they receive Paper Applications or if the Applicant did not select one when applying online.
    • When applicants apply using a Campaign Code, the contractor will be selected automatically.
      • Applicants can change the pre-selected contractor at need.



    UI Step

    While not required, you can help NYSERDA understand if an independent organization has been assisting you with the application process. If that organization appears on the Are any of these organizations assisting you with the application process? drop-down, select it from the list.




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    Save & Continue:


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    To advance to the next step, click  Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.




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    Complete
    Household 
    the
    Information 
    Partner
    & 
    Information
    Demographics
    :
    Section


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    UI Step

    Select a Contractor from the Contractor Selection drop-down. When making a selection:

  • If you have already been working with a Contractor, select them from the list,
  • Select the Select Next Available option to have the next available Contractor assigned to your project, or
  • Select your preference for a Contractor Partner from the list

    Add Household Members. The Number of Household Members field will automatically generate.

    UI Step
    While not required, you can help NYSEDA understand if an independent organization has been assisting you with the application process. If that organization appears on the other drop-down, select it from the list

    Complete Household Demographics details fields, selecting all options that apply for all members of the household.



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    Save & Continue
    Complete the Referral Code Screening:


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    To advance to the next step, click Continue at the bottom of the page.

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    It is recommended that you click Save before clicking Continue.

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    body<p><br /></p>

    If you received a letter from NYSERDA with a Referral Code, select Yes in response to the question, enter the Referral Code in the provided field, then skip to Complete the Household Demographics Section below. No additional eligibility questions are required.

    Expand
    titleRegarding Referral Codes
    • The Referral Code field is only accessible if Yes is selected. If you have a Referral Code, enter it in the field that appears.
    • Referral Codes are provided to applicants through mailed letters or emails either from the Applicant's Utility, from NYSERDA directly, or from the Office of Temporary Disability Assistance (OTDA).
    • Applicants who have a referral code and enter it in the application will not need to provide additional income verification as part of the application process.
    • Contractors and/or Community Organizations assisting Applicants with the application process should inquire if the Applicant, or their household, received a Referral Code through email or mail.



    UI Step

    However, if you did not receive a letter with a Referral Code, select No. An additional section will appear on the application titled Categorical Screening. Review instructions for that section below.




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    Complete the Categorical Screening:


    Info

    This section of the application will only appear if the applicant answers No to the question in the Referral Code Screening section.


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    If you or any household member received an award letter for HEAP, SNAP (food benefits), SSI, TANF, or Public Assistance in the past 12 months, select Yes. Categorical eligibility is based on the date within the award letter. Award letters are good for one year from the date provided.

    • Multiple options can be selected.
    • An award letter, for each option selected, must be submitted as part of this application.

      Expand
      titleAcceptable Categorical Eligibility Documents


      Categorical Eligibility TypeAcceptable DocumentationAcceptable Date Range
      HEAP
      • Award Letter
      • OTDA provided HEAP list
      Awarded within last 12 months
      SNAP
      • Award Letter
      Awarded within last 12 months
      TANF
      • Award Letter
      Awarded within last 12 months
      Supplemental Security Income (SSI)
      • Award Letter
      • Benefit Statement
      Awarded within last 12 months



    • For applicants completing the application online, the award letter can be uploaded during Step 6: Project Documents.
    • For Paper Applications, a copy of the award letter can be submitted when mailing the application.

    Once completed, advance to the Household Demographics section.


    UI Step

    If you, or any household members did not receive any assistance listed above, select No. An additional section will appear on the application titled Income Documentation Screening. Review instructions for that section below.




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    Review
    Complete the 
    Geo
    Income 
    Eligibility
    Documentation 
    section
    Screening:
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    Complete the Referral Section:
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    Complete the Household Demographics Section:
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    Info
    • This section of the application will only appear if the applicant:
      • Chooses not to accept Geo Eligibility determination that indicates the Applicant is Geo Eligible (if applicable), and/or
      • Answered No to the Referral Code Screening, or did not receive a Referral Code from their Utility, NYSERDA, or the Office of Temporary and Disability Assistance (OTDA), and/or
      • Is not eligible for Categorial eligibility (i.e., did not receive an award letter for HEAR, SNAP, SSI, TANF, or Public Assistance in the past 12 months).

    • Applicants must document income for all members of the household if all previous eligibility requirements could not be met.

      Expand
      titleAcceptable Income Eligibility Documents


      Income TypeAcceptable DocumentAcceptable Date Range

      Social Security 

      • Award Letter
      • Benefit Statement 

      Within 12 months 

      Social Security Disability (SSD) 

      • Award Letter
      • Benefit Statement 

      Within 12 months 

      Pension 

      • Pension check stub showing gross amount
      • Letter from Pension Board 

      Within 12 months 

      Disability (Short Term or Long Term) 

      • Benefit Statement 

      Within 60 days 

      Child Support / Alimony 

      • Court Award Letter
      • Printout from Domestic Relations 

      Within 12 months (within 60 days if using printout from DR website) 

      Foster Care Payment 

      • Statement from Social Services 

      Within 60 days 

      Workers Compensation 

      • Award Letter
      • Benefit Statement  

      Within 60 days 

      Unemployment 

      • Letter of Determination 

      Within 60 days 

      Veterans Benefits 

      • Award Letter
      • Benefit Statement 

      Within 12 months 

      Annuities 

      • Bank Statement 

      Within 60 days 

      Salaries/Wages 

      • Pay Stubs 

      Four weeks of paystubs from the last 60 days 

      Interest Income 

      • Bank Statement 

      Within 60 days 

      Rental Income 

      • Current Lease
      • Rent Receipt 

      Within 12 months 

      Business or Farm Income 

      • Tax Return
      • IRS Report of Quarterly Earnings
      • Business records.

      Tax Return: Previous Year
      IRS Report: Previous 3 months Business Records: Previous 3 months

      Tax Documentation

      Form 1040, 1040A, or 1040EX

      Most recent Federal Income Tax Return.

      • This is only acceptable if all members of the household who were required to file a tax return did so.
      • Additionally, all sources of income must be documented within the Tax Return for each household member.
      • If documenting Rental, Business, or Farm income, Applicants must submit corresponding schedules (C, E, and F)



    • This section of the application will initially contain a space for the Applicant to add income sources


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    To add spaces for other members of the household for income documentation purposes, click the Add Household Member option. This will open a modal window for you to document the household member's:

    • First Name
    • Last Name
    • Age
    • If they are a Full-time Student
    • Gross Income Amount
    • Income Source
    • Income Source Frequency
    • Verification Method


    UI Step

    To add an income source for a household member, click the Add Another Income Source option below the household member to document the household member's:

    • Age
    • If they are a Full-time Student
    • Gross Income Amount
    • Income Source
    • Income Source Frequency
    • Verification Method


    UI Step

    To edit or delete an income source added to a household member, click the Pencil Icon (edit) or Trash Can Icon (delete) to the far right of the listed income source. 


    UI Step

    Continue adding household members and income sources as needed.




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    Save & Continue:


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    To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.




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    Review the Application:


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    UI Step

    Review each section of the Review Page for your application. If information on the application is incorrect, use the Previous button at the bottom of the page to return to previous steps (pages) and update the information as needed.




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    Section D: Energy Information:


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    For Section D: Energy Information, read through the disclaimer and check the I agree to the terms and conditions stated above box.




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    Section H: Applicant Information:


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    After reviewing the complete application, scroll to Section H: Application Information,


    UI Step

    Read through the disclaimer, then click the Electronic Signature button.

    Expand
    titleImportant Note about Electronic Signatures

    Applicants are not required to provide Electronic Signatures. However applicants must satisfy one of alternate options below when not providing an Electronic Signature:

    • Applicants who would prefer to print and mail a hand-signed application can bypass the Electronic Signature and click Print at the bottom of the page instead. Applicants must also provide, along with the signed application, any supporting documents required to provide proof of choices made during Step 4: Eligibility Screening.

      Expand
      titleMailing Address

      Energy Audit Application

      2 Wall Street,

      Albany, New York 12205


    • Applicants who would prefer to hand sign the application, but still submit electronically, can click Print at the bottom of the page, hand sign the application, and scan the signed application onto their computer for upload during Step 6: Project Documents.



    UI Step

    You will be directed to electronically sign the application through DocuSign. When the page loads, check the agreement box and click Continue at the top of the page.

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    UI Step

    croll to the bottom of the application and click the Sign option next to the Applicant Signature field.


    UI Step

    In the modal window that appears, click Adopt and Sign to electronically sign the application. Your NameInitials will pre-populate and a, and signature example will already be completed for you.

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    UI Step

    Your signature example will now appear on the signature line for the application. Click Finish to return to the application.




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    Print & Continue:


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    If you'd like a copy of the application, click  Print .

    • Applicants who prefer to hand sign the application can bypass the Electronic Signature, clicking the Print button to print the application. Hand sign the application then either mail it in along with all required supporting documentation or scan the signed application onto your computer and upload it to the Online Application in the Step 6: Project Documents.


    UI Step

    To advance to the next step, click Continue at the bottom of the page.




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    Review the Required Documents section:


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    UI Step

    The Required Documents section will outline any documents that are required as part of you application.


    UI Step

    If your application requires multiple documents, each will be listed as a separate line item. Click the Choose File button to the right of each requested required document to locate and upload the file from your computer.


    UI Step

    If you Electronically Signed the application in a previous step, there is no need to upload a signed application. However, if you chose to sign the application manually, after printing it, you will be required to upload a signed copy of the application to this section.




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    Complete the Other Documents section:


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    UI Step

    If there are any additional supporting documents you'd like to include as part of the application, click the Add Another Document option to locate and upload a document or file from your computer.


    UI Step

    Continue adding additional documents or files as needed.




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    Save & Continue:


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    To advance to the next step, click Continue at the bottom of the page. It is recommended that you click Save before clicking Continue.




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    Submit the Application:


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    On the last page of the application, click the Submit button.


    UI Step

    When you have successfully submitted your application, the page will reload and display Application Status: Your application has been submitted successfully.

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    2626

    To advance to the next step, click Continue at the bottom of the page.

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    and Approval


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    UI Step

    CLEAResult Shared Services will review your submitted application. If they require additional information or documentation, you will receive an email communication identifying the needed information.

    • Applicants should respond to this communication within ten (10) days to provide the request information.
    • Applicants who do not respond after ten (10) days to the initial notice will receive two (2) additional notices (the second at Day 20 and the third at Day 30) to remind them of the required information they must provide.
    • Once an applicant responds to any of the 3 (three) communications, the application will continue through the approval process.
    • Applicants who fail to respond to any of the three (3) notices will have their application cancelled systematically.


    UI Step

    If you application is approved, you will receive an email notice guiding you on next steps.


    UI Step

    If you application is rejected, you will receive an email notice outlining the reason for denial.








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