The assignment form is the document that proves the owner agreed to hand the right to create STCs to you. For heat pumps it is easy to treat as an afterthought, and it is a common cause of audit queries. This page covers what must be on it; the general form guide covers the wider rules.
What the form must show
- The owner’s full name and contact details, plus the ABN if it is a business.
- The installation address, matching the registry claim exactly.
- The unit details: brand, model, serial number and tank size.
- The installation type: new, replacement or additional.
- A clear statement that the owner assigns the right to create STCs to the installer or their agent.
- The owner’s signature and the date, before the claim is lodged.
- A declaration the owner understands what they are assigning, including the value passed on to them.
Heat-pump-specific points
The installation type matters most. If the unit replaces a gas or electric resistance heater, the form and photos need to support that. A mismatch between what the form says and what the photos show draws scrutiny. See the installation type guide. The model and serial must match the registered product exactly.
Common faults
- Unsigned or undated forms.
- A form signed after the claim has been created.
- Different spellings of the address between form and claim.
- A form that shows the wrong model.
From the desk: collect the form on site, on the day, with the unit in front of you. Reconstructing it later is how errors creep in.
Wording to watch
Avoid vague phrases such as “all rebates” or “any available incentives”. Name the certificates being assigned, STCs for this installation, and if you are also creating state certificates, name those separately. Precise wording protects the owner, protects you and makes it obvious what was agreed if a question arises years later.
What this means for installers
Use a consistent template, check it before the owner signs and file it with the job. For a version framed as a template, see STC assignment form for heat pumps. The hot water STCs pillar and how it works show where the form sits in the claim, and the heat pump checklist lists the other evidence.