Getting started

What Documents Do You Need for a Utility Bill Review?

By the findutilityrefunds.com team · Published October 14, 2026

To submit an inquiry here, you do not need to upload anything — just a few details about your business and approximate monthly spend. If you move forward, a specialist may later ask for recent bills, account information, and any supply agreements, through a channel they set up with you.

The initial inquiry: no documents

Our form asks for your name, business, state, number of locations, contact details, and an approximate monthly utility spend range. No bills, account numbers, or uploads. That information is shared with the specialist team handling your request so they can contact you.

What a specialist may request later

• Recent bills for each account under review — often 12 months or more so seasonal patterns are visible
• Account and meter numbers, and service addresses
• Rate schedule information, if shown on the bill
• Supply agreements, if you buy energy from a competitive supplier
• Basic operating information, such as hours and major equipment

Sharing documents safely

Bills contain account numbers and other sensitive details. Share them only once you have spoken with the specialist, understand the next steps, and have a secure method to send them. Do not email bills to an address you have not verified.

About authorizations

Some reviews require written permission for a specialist to request records from a utility on your behalf. Read any authorization carefully so you know exactly what it allows. Submitting an inquiry on this site does not authorize anyone to act on your accounts.