Get Participation Loan Agreement Form

The Participation Loan Agreement Form is an essential document for small businesses and not-for-profits seeking financial support for energy efficiency improvements. This guide will provide you with clear, step-by-step instructions to help you successfully complete the form online.

Follow the steps to fill out the Participation Loan Agreement Form.

1. Click the ‘Get Form’ button to access the Participation Loan Agreement Form and open it in the editor.
2. Begin by filling in the lender's details, including the name of the financial institution and the contact person who will be the primary point of contact for the loan product. Make sure to provide accurate contact information, such as mailing address, federal tax ID number, telephone number, fax number, and email.
3. Complete the section regarding the Green Jobs / Green New York Act of 2009, ensuring you highlight the partnership between NYSERDA and the lender for the Participation Loan. Include details about the eligible loan amount and terms.
4. In the ‘Lender’ section, provide the names of official representatives from both the lender and NYSERDA who are authorized to execute the agreement. Include printed names, titles, and dates of signature.
5. Fill in the required commercial contact information for use on the NYSERDA website, including the contact's name, address, phone number, email, fax, and the lending region served.
6. Review all sections for completeness and accuracy. Once all information is provided, save your changes. You can download, print, or share the completed form as necessary.

Complete your Participation Loan Agreement Form online today to take the first step towards financing your energy efficiency improvements.