When a customer takes a point-of-sale discount for a solar, battery or hot water system, they are handing over the right to the certificates that system creates. The STC assignment form is the document that records that handover. Without a valid one, there is nothing for us to buy.
This guide explains what the form is, who signs it, what must be on it and how to avoid the mistakes that bounce claims. Rules can change, so the points below describe the position at the time of writing.
What the form does
The form is a written agreement from the owner, or their agent, assigning the right to create certificates to the registered person. It records:
- who owns the system
- where it is installed
- what was installed
- who installed and designed it
- that the owner understands what they are assigning
It is also the primary document an auditor expects to see. If you cannot produce a signed form for a claim, the certificates are at risk. See how STC audits work.
Who signs
| Person | Role on the form |
|---|---|
| System owner | Signs to assign their right to the certificates |
| Installer | Provides accreditation details and a declaration of the work |
| Designer | Provides accreditation details where design is a separate role |
| Witness or agent | Where the owner is acting through someone else |
If the property is owned by a company, a trust or multiple people, the signatory must have authority to sign. A tenant cannot assign certificates for a landlord’s system.
Mandatory fields
Every one of these needs to be complete and legible.
Owner details
- Full legal name, matching their ID or entity name
- Contact phone and email
- Postal address if different from the install address
- ABN for business owners where applicable
Installation address
- Full street address, suburb, state and postcode
- Matches the address on your invoice, photos and electrical certificate
System details
- System type and size
- Panel, inverter and battery make and model
- Serial numbers where requested
- Installation date
- New, replacement or additional, see installation types
Installer and designer details
- Installer name and accreditation number
- Designer name and accreditation number, where applicable
- Declarations completed and signed
Declaration and signature
- Owner’s signature and date
- Installer’s signature and date
- No signatures dated before the installation date unless the form allows pre-signing
Common mistakes
- Name mismatches. The owner signs as “Jim Smith” but the electrical certificate says “James Smith”. Use the legal name throughout.
- Blank fields. Missing accreditation numbers or serials.
- Wrong system type. A replacement ticked as new.
- Unsigned or undated sections. Often the installer’s declaration.
- Out-of-date form. Using an old version that no longer matches current requirements.
- Illegible handwriting. If we cannot read the address, neither can anyone else.
- Unauthorised signatory. A family member signing for a company-owned property.
- Address mismatch. A form that says one street number and a photo set that says another.
How we accept it
You can lodge the signed form with us in either of two ways.
- Portal upload. Add it to the job with your photos and certificate.
- Email to the desk. Send a clear scan or photo to the address on our contact page, with the job address in the subject line.
Scans must be complete pages, in focus, with nothing cut off at the edges. Our compliance desk checks the form against your photos and paperwork before anything is lodged and tells you at once if a field needs correcting.
Keep the original for 5 years
Retain the signed original, in paper or a securely stored electronic form, for 5 years. We hold a copy as part of our claim record, but the obligation to keep the original sits with you as the installer. If you are audited and cannot produce it, the claim is exposed.
A simple habit helps: scan each form into a folder named by job address and date the day it is signed, and keep the paper copy in a labelled box.
Next steps
Pair the form with the right photos using the photo requirements checklist, then lodge with the desk. Our STC trading page explains the claim flow, pricing shows today’s rate, and start trading gets you set up if you are not yet a partner.