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Licensee | Client Audit Information
Licensee | Client Audit Information
Please complete the form below with the Client upon completion of the Energy Audit of the property.
Client Information Sheet
Customer Information Sheet:
Contact or Company Name?
*
Type of Property or Ownership?
*
Sole Proprietor (SSN Required)
Partnership
Corporation
LLC
LP
Trust
501(c)(3) Non-Profit
Residential Property (Sole Owner)
Residential Property (Joint Tenancy)
Residential Property (Tenancy in Common)
Name of Owner (Person on Title)?
*
Owner's Title
*
(example: President, Director, Partner, Managing Member, Trustee)
Service Address?
*
(this is where you would like to lower the electric bill)
Tax Exempt?
*
Yes
No
(If exempt, provide tax certificate)
If Tax Exempt, upload Tax Certificate:
(If you do not have a copy of your Tax Certificate readily available, you can eMail or Fax it to us)
SSN or Tax ID?
*
(SSN for Residential or Tax ID for Commercial)
№ of Years at Service Address?
*
D-U-N-S №?
(Your Dun and Bradstreet (DNB) Number)
End Section
Contact / Decision Maker:
Full Legal Name?
*
Title?
Business Phone Number?
(xxx) xxx-xxxx
Business Fax Number?
(xxx) xxx-xxxx
Personal Cell/Mobile Phone?
(xxx) xxx-xxxx
eMail Address?
Off Network eMail Address?
(ie: Gmail, Yahoo, Hotmail, etc.)
End Section
Billing Information:
Contact Name?
*
Title?
Contact Phone Number?
*
(xxx) xxx-xxxx
Contact Fax Number?
(xxx) xxx-xxxx
Contact eMail Address?
*
Billing Contact Address?
*
End Section
Current Electric Provider:
Provider's Name?
*
(Who do you currently use for your electric company)
Currently Under Contract?
*
Yes
No
If Yes, What Is The End Date?
End Section
Verification of Information:
Todays Date?
*
Full Name of Person Completing this Form?
*
End Section
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