For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Loan Documents | E-signature | System Owner(s) | - Follow financier guidelines (client on the title, legal name used, etc.) - Must be clear of any financier stipulations, if applicable |
B | HIC (Installation Agreement) | E-signature | System Owner(s) | The name matches the loan exactly. |
C | Utility Bill | Upload | N/A | All pages required. A recent copy (within 2 months) is required. |
D | Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on the utility bill |
E | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
F | SRECTrade Packet | E-Signature | System Owner |
|
G | Homeowner's Insurance (HOI) - | Upload | N/A | - Need declaration page - Account holder name on the policy - Below 20 kW AC: $100k personal liability - Above 20 kW AC: $300k personal liability - Policy needs to be current and active |
H | Virtual Site Survey (VSS) Submitted |
|
| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) | The name matches the loan exactly. |
B | Utility Bill | Upload | N/A | All pages required. A recent copy (within 2 months) is required. |
C | Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on Utility Bill |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
E | Homeowner's Insurance (HOI) - | Upload | N/A | - Need declaration page - Account holder name on the policy - Below 20 kW AC: $100k personal liability - Above 20 kW AC: $300k personal liability - Policy needs to be current and active |
F | SRECTrade Packet | E-Signature | System Owner |
|
G | Virtual Site Survey (VSS) Submitted |
|
| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |