| 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) | Name matches loan exactly. |
| 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 Agreement | E-Signature | Utility Bill Holder | Must be signed in the name of the utility bill holder. |
| F | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep 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. Recent copy (within 3 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 client, if they answer "no" on this form. |
| D | Interconnection Agreement | E-Signature | Utility Bill Holder |
Must be signed in the name of the utility bill holder. |
| E | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep VSS guide. |
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