For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]
All Illinois ownership deals must first have the customer complete the disclosure form. Users will see this prompt after completing a credit check and proceeding to the document center.
Open up the customer's email to view the disclosure form prompt. Click to view.
Scroll through the disclosure and e-sign when ready. The name must match solar contracts.
Proceed back to Alchemy and refresh. You can now send/upload the remaining CRC documents.
Document Name | Doc. Type | Who Signs? | Notes |
Illinois Disclosure Form | E-signature | System Owner | See process above |
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 |
HIC (Installation Agreement)
Includes:
| E-signature | System Owner(s) | The name matches the loan exactly. |
Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 2 months) is required. - Utility API connection acceptable, if available for the utility |
HOA Questionnaire | E-Signature | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by a person on UB |
REC Incentive Packet
| E-Signature | System Owner | -The customer needs to check the first box on the Schedule A Form. -If they check the second box, we cannot register them with SRECTrade. |
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 |
Document Name | Doc. Type | Who Signs? | Notes |
Illinois Disclosure Form | E-signature | System Owner | See process above |
Contract Signatures | E-signature | System Owner(s) | Follow financier guidelines (client on the title, the legal name used, etc) |
Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 3 months) is required. - Utility API connection acceptable, if available for the utility |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on UB |
Financier Validation Call | Validation Call | System Owner | Required at point of sale by all TPO (lease/PPA) providers. |
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 |
Document Name | Doc. Type | Who Signs? | Notes |
Illinois Disclosure Form | E-signature | System Owner | See process above |
HIC (Installation Agreement)
Includes:
| E-signature | System Owner(s) |
|
Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 2 months) is required. - Utility API connection acceptable, if available for the utility |
HOA Questionnaire | E-Signature | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on UB |
REC Incentive Packet
| E-Signature | System Owner | The customer needs to check the If they check the second box, we cannot register them with SRECTrade. |
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 |