You can upload the required documents during the application process or wait until after you apply — we'll send you a secure link to upload anything that's missing. Please submit all required documents promptly. Most delays in processing are due to missing or incomplete information.
For application review and rate offer:
These documents are needed so we can review your membership eligibility, perform a credit check, and determine if you're qualified for financing:
- Valid government-issued ID
- Proof of income (e.g., pay stubs, tax returns, Social Security award letter). If you are self-employed, you will need to upload your federal tax returns for the last two years and a year-to-date profit and loss statement
- Copy of your Certificate of Trust (if your property is held in a trust). All trustees must be borrowers.
To finalize loan approval:
After you receive a rate offer, we'll need project-specific details to finalize your loan:
- Your contractor must upload the project details (including a signed job proposal or contract) and a utility bill (from PG&E, Southern California Edison (SCE), SoCalGas, or SDG&E) into the GoGreen Contractor Portal.
- For solar loans, the contract must include system specifications and a solar panel layout.
- You must sign the GoGreen Privacy Release Form, which will be sent digitally once your contractor enters your contact information on the portal.
For final funding (after project completion):
Before we can release funds to the contractor, we'll need confirmation that your project is complete. You and the contractor should upload these documents directly into the GoGreen portal to initiate funding:
- Certificate of Completion (signed by you and the contractor)
- Final city inspection
- Proof of interconnection from utility company (for solar projects)