The form is the paper trail that lets the installer, and the trader behind them, own the certificates. It looks simple, and it causes a surprising number of delays.
Fields that must be right
| Field | What to check |
|---|---|
| Owner name | Matches the electricity bill and compliance certificate |
| Property address | Matches the registry and the grid connection |
| Battery make, model, serials | Matches the CEC product and the photos |
| Installer or agent | The legal name that will lodge the claim |
| Date | On or after install and before lodgement |
| Signature | The owner, legible, not a typed name without audit trail |
Common mistakes
Serial numbers are the main one. They come from the battery label, and a single transposed digit can hold up the claim. Photograph the label and read the number off the photo, not off the box. The second most common error is a form signed by the wrong person, such as a tenant, a family member or an agent without written authority.
Where to get the form
Many traders supply their own template. Whichever you use, it should carry the declarations the regulator expects. Our assignment form guide explains each field, and the battery submission guide shows how it fits with photos and compliance paperwork.
A job-closeout routine that works
Scan the serial at install, send the form for e-signature the same day, and have a second person tick the serial against the photo before lodging. It takes two minutes and removes most of the typing and signature problems that stall claims. Keep the signed copy with the job file for the period the regulator requires.
What this means for installers
A clean form is the cheapest way to avoid a re-lodgement. Add a checklist item to the job closeout, and make it part of the same screen as the serial number scan. For the broader picture see how assignment works and the battery STC pillar. Our desk pre-checks forms on every claim, and how it works shows where that fits.