For inquiries on unique documentation situations, or to send additional documents, please contact us via email: documentation@palmetto.com
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.
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Illinois Disclosure Form | E-signature | System Owner |
See process above |
B | 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 |
C | HIC (Installation Agreement) | E-signature | System Owner(s) | -Name matches loan exactly. |
D |
Utility Bill --or-- Utility API Connection |
Upload | N/A |
- All pages required. Recent copy (within 2 months) required. - Utility API connection acceptable, if available for the utility |
E | HOA Questionnaire | E-Signature | System Owner(s) | -Palmetto not responsible for HOA recourse against client, if they answer "no" on this form. |
F | Interconnection | E-Signature | Utility Bill Holder | -Must be signed by person on UB |
G | 3rd Party Breakage (If applicable) | Upload | N/A |
-Customer must break their 3rd party supplier contract. |
H | SREC Forms | 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. |
I | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Illinois Disclosure Form | E-signature | System Owner |
See process above |
B | Contract Signatures | E-signature | System Owner(s) |
Follow financier guidelines (client on title, legal name used, etc) |
C |
Utility Bill --or-- Utility API Connection |
Upload | N/A |
- All pages required. Recent copy (within 3 months) required. - Utility API connection acceptable, if available for the utility |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto not responsible for HOA recourse against client, if they answer "no" on this form. |
E | Interconnection | E-Signature | Utility Bill Holder | Must be signed by person on UB |
F | 3rd Party Breakage (If applicable) | Upload | N/A |
Customer must break their 3rd party supplier contract. |
G | Financier Validation Call | Validation Call | System Owner | Required at point of sale by all TPO (lease/PPA) providers. |
H | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Illinois Disclosure Form | E-signature | System Owner | See process above |
B | HIC (Installation Agreement) | E-signature | System Owner(s) | |
C |
Utility Bill --or-- Utility API Connection |
Upload | N/A |
- All pages required. Recent copy (within 2 months) required. - Utility API connection acceptable, if available for the utility |
D | HOA Questionnaire | E-Signature | System Owner(s) | Palmetto not responsible for HOA recourse against client, if they answer "no" on this form. |
E | Interconnection | E-Signature | Utility Bill Holder | Must be signed by person on UB |
F | 3rd Party Breakage (If applicable) | Upload | N/A |
Customer must break their 3rd party supplier contractract. |
G | SREC Forms | E-Signature | System Owner |
The customer needs to check the If they check the second box, we cannot register them with SRECTrade. |
H | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner |
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