Solar document
checklist.

Gather these before you cancel, complain, or talk to anyone about your options. Check items off as you go, then print or save the page. Your checkmarks stay in this browser only.

Your agreement

The signed contract, every page, including any amendments or change orders
The cancellation notice or form you were given, if any
The solar disclosure form, if your state requires one
The sales proposal, savings estimate, and production estimate

Your financing

Loan, lease, or PPA documents, including the Truth in Lending box for a loan
Your loan application, which you can request from the lender
Your most recent statement showing who you pay now
Any notice that your account was transferred to a new servicer

The installation

Permit and final inspection approval
Your utility’s permission to operate letter
The equipment list: panel, inverter, and battery brands and model numbers
Warranty documents from the installer and the manufacturers
Monitoring app login and production history

What you were told

Texts, emails, and voicemails from the salesperson or company
Notes on what you were promised, with dates, written while you remember
Utility bills from before and after installation
Your tax return for the year you expected the tax credit, if one was promised

Problems since

Photos of any roof leaks or damage, with dates
A log of every call, email, and visit, with dates and names
Any complaint you filed and the response
Title or escrow notices about a UCC-1 filing, if you tried to sell or refinance

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Solar documentchecklist.