Dealer-form Partner Request Form Helio Partner Request Questionnaire This is the Helio Partner Application. Completion is not required to receive a response to your inquiry to partner with Helio, however it is required to complete the onboarding process. Company Name * Legal Entity Name * Federal Tax ID Primary Contact Name * Primary Contact Name First First Last Last Primary Contact Phone * Primary Contact Email * Date Founded How did you hear about us? Company Details Office Address Line 1 * City * State * Zip * Website/URL Office Phone Est. Monthly Sales In Requested States States of Operation * Missouri Kansas Illinois Helio Partner Requirements In most jurisdictions, it is illegal to sell anything door to door without a permit. Your company is required to get all the necessary permits prior to engaging in door-to-door sales. Will you adhere to all local laws as a partner of Helio? Yes No Does your company adhere to the Telephone Consumer Protection Act (TCPA) and the Telemarketing Sales Rule (TSR) when conducting cold calls? Yes No Does your company adhere to the Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)? Yes No Does your company hold regular sales best practices meetings? Yes No Does your company have a written sales policy? Yes No Does your company have a substance abuse policy? Yes No Legal Any current litigation with Homeowners, Vendors, or other Solar Companies? Yes No Any labor law violations? Yes No Any Principals of your company in litigation or convicted of a felony? Yes No Any judgements in the last 3 years? Yes No Principal Officer(s) Principal Owner Legal Name Principal Owner Legal Name First First Last Last Principal Owner Home Address Line 1 City State Zip Code Principal Ownership Percentage Principal Owner Date of Birth 2nd Principal Owner Legal Name 2nd Principal Owner Legal Name First First Last Last 2nd Principal Owner Home Address Line 1 City State Zip Code 2nd Principal Ownership Percentage 2nd Principal Owner Date of Birth Agreements and Disclosures Helio Solar Power LLC performs background checks on principals or other key personnel, which includes a review of public records, litigation, and bankruptcy filings, credit history, secure credit reports and other information provided by third party sources. The named principals, owners, and partners instruct any third party including but not limited to any consumer reporting agency, partner, and vendor to provide such reports. Certification of Truth I certify that the information submitted is true, accurate and complete. I certify that I am a Principal or have authorization from a Principal to submit this form. Application Completed By: Application Completed By: First First Last Last Title Signature signature keyboard Clear Date Authorized Signatory’s Contact Email Upon final approval from Legal, a partner agreement will be generated and automatically sent to the Principal Owner listed in this form. If you are human, leave this field blank. Submit