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 2 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 the customer, if they answer "no HOA" on this form |
E | APS Disclaimer | E-signature | Utility Bill Holder |
|
F | Consumer Acknowledgement | E-signature | Utility Bill Holder |
|
G | Arizona Tax Credit Acknowledgement Form | E-signature | System Owner |
|
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) | |
B |
Utility Bill --or-- Utility API Connection |
Upload | N/A |
- All pages required. A recent copy (within 2 months) required. - Utility API connection acceptable, if available for the utility |
C | HOA Questionnaire | E-Signature | System Owner |
Palmetto not responsible for HOA recourse against the customer, if they answer "no HOA" on this form |
D | APS Disclaimer | E-signature | Utility Bill Holder |
|
E | Consumer Acknowledgement | E-signature | Utility Bill Holder |
|
F | Arizona Tax Credit Acknowledgement Form | E-signature | System Owner |
|
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 | Contract Signatures | 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 | Arizona Tax Credit Acknowledgement Form | E-signature | System Owner |
|
C | APS Disclaimer | E-signature | Utility Bill Holder |
|
D | Consumer Acknowledgement | E-signature | Utility Bill Holder |
|
E |
Utility Bill --or-- Utility API Connection |
Upload | N/A |
- All pages required. A recent copy (within 2 months) required. - Utility API connection acceptable, if available for the utility |
F | HOA Questionnaire | E-Signature | System Owner |
Palmetto not responsible for HOA recourse against the customer, if they answer "no HOA" on this form |
G | Financier Validation | Validation Call | System Owner |
Required at point of sale by all TPO (lease) providers. |
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 |
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