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 --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 3 months) is required. - Utility API Connection is acceptable, if available for the utility. |
D | HOA Questionnaire | E-Signature | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
E | Homeowner's Insurance Dec. | Upload | N/A | - Name on the policy must match the name on the bill exactly. - Coverage must read Personal Liability coverage "Per occurrence" (utility requirement) - Must have current coverage dates. |
F | Time of Use (TOU) Acknowledgement Form | E-Signature | Utility Bill Holder |
|
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 |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) |
|
B | 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. |
C | HOA Questionnaire | E-Signature | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Time of Use (TOU) Acknowledgement Form | E-Signature | Utility Bill Holder |
|
E | Homeowner's Insurance Dec. | Upload | N/A | - Name on policy must match name on bill exactly. - Coverage must read Personal Liability coverage "Per occurrence" (utility requirement) - Must have current coverage dates. |
F | 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 | Lease/PPA Contract Signatures | E-signature | System Owner(s) | Follow financier guidelines (client on the title, the legal name used, etc) |
B | 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. |
C | HOA Questionnaire | E-Signature | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Time of Use (TOU) Acknowledgement Form | E-Signature | Utility Bill Holder |
|
E | Homeowner's Insurance Dec. | Upload | N/A | - Name on policy must match name on bill exactly. - Coverage must read Personal Liability coverage "Per occurrence" (utility requirement) - Must have current coverage dates. |
F | Financier Validation Call | Validation Call | System Owner | Required at point of sale for all TPO providers |
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 |
