Rebate Helper is a free, easy-to-use, manual organization system
to help you keep track of your rebates both going out and coming in.
If you get as many rebates as I do, it quickly becomes a daunting task to keep
track of them all. Some folks actually think it's more trouble than it's
worth. But Rebate Helper can simplify the process and get you
I've often wondered why there are so many rebates available. I've gotten
many nice things for very low (or no) cost. My guess is that the stores
and the manufacturers hope to lure you in with the promise of rebates, but then
count on you to forget to send in the rebate, or miss one of the many
requirements, or lose track that you have not received your rebate.
Time to fight back, with Rebate Helper!.
Here's how it works
The Rebate Helper consists of two sheets that you print out and
- The Individual Rebate Sheet
One for each rebate. (If a purchased item has more than one rebate, you should
fill out a separate Individual Rebate Sheet for each rebate.) There are 3 boxes:
- Purchase and Rebate Info box Keep track of Purchase info and
- Mail-In and Copy Checklist box To help you mail in (and save a
copy of) all the needed documentation
- Contact Notes box Keep track of any contacts you may need to make
- The Summary/Status Sheet
Keep track on the progress of all your rebates on one sheet. This sheet
is the heart of the system.
The typical scenario
- You spot a nifty item that carries a nice rebate.
- You purchase your item.
- Before you walk out of the store be sure you have:
- Any rebate forms that you will need
- A receipt (and possibly a separate rebate receipt)
- As soon as convenient, print out a new Individual
Rebate Sheet for each rebate that you need to complete. (Normally this would
be one sheet, but some items can have 2 (or more) rebates associated with them).
- In the Purchase and Rebate Info box, fill in the purchase info and
then the rebate info.
- When you're ready to prepare and mail in your paperwork, use the
Mail-In and Copy Checklist box to help you.
- Copy over the indicated items (they have grey boxes) to the
- As time passes, you might get a card in the mail, or an email, or perhaps
you can check a provided web site to see if your rebate form has been received.
If so, note this on the Summary/Status Sheet.
- If the due date arrives and you have not yet received your rebate (or at
least an acknowledgment), then it's time to take action. Using the contact
info from the Individual Rebate Sheet for that item, contact the
laggards and see what's up. Keep track of the details in the Notes box
on the Individual Rebate Sheet. If they claim they never received your
submission, you'll have all the documentation ready to re-transmit.
- When the big day comes and you finally receive your hard-earned rebate
check, make a final note on the Summary/Status Sheet of the date, and
put a check mark in the "Done" column. That item is completed!
- Don't forget to cash your check promptly, because some rebate
checks have short expiration dates. Also note that some checks are sent as
postcards rather than in envelopes, so check your mail carefully.
More info ...
If you have any questions or suggestions for the Rebate Helper, please
Here's an interesting article from bankrate.com: How to avoid the
rebate runaround (08/04/03)
2/2/04 Rebate Helper 1.0 at