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Level 2 Interconnection Form

Use a Level 2 Interconnection template to make your document workflow more streamlined.

What the Level 2 form does

The Level 2 Interconnection Form records the applicant and project information an electric utility needs to evaluate a qualifying connection request. It is completed by entering system, equipment, site, and contact details, then obtaining the required signatures and acknowledgments. The exact fields, supporting documents, technical limits, and submission deadline depend on the utility and applicable state or local rules. signNow can upload the PDF, detect fillable fields, route signatures, and preserve the completed form with an audit trail, but it does not approve the interconnection request.

Who uses the Level 2 form

Applicants

Applicants and system owners use the form to provide project information, equipment details, and signatures requested by an electric utility during an interconnection review.

Utility teams

Utility reviewers and engineering teams use the signed form to organize applicant data, confirm required acknowledgments, and retain a traceable electronic record.

Key features for Level 2 submissions

signNow organizes the Level 2 Interconnection Form from upload through signature and record storage, while keeping each capability tied to the project’s approval workflow.

Field detection

Upload the Level 2 Interconnection Form and review signNow’s detected fields before assigning applicants, utility representatives, and other required participants.

Signer routing

Route the prepared interconnection form to multiple participants in a defined signing order, reducing manual email coordination during utility review.

Audit trail

Capture timestamps, signer actions, and completion history in an audit trail attached to the electronic signing process.

Mobile signing

Let applicants review and sign from supported desktop browsers or signNow mobile apps when project work occurs away from the office.

Reusable templates

Save reusable prepared versions of the Level 2 form so project teams can begin new requests with consistent fields and routing.

Business integrations

Connect signed project records with systems such as Salesforce, NetSuite, Google Drive, Box, or Procore for organized storage.

Complete the Level 2 form online

Use this signNow workflow to prepare the Level 2 Interconnection Form, route required signatures, and preserve the completed record.

  • Upload form:

    Upload the Level 2 Interconnection Form PDF to signNow.
  • Review fields:

    Review detected fields and add missing signer fields.
  • Add signers:

    Enter utility representative and applicant email addresses.
  • Send form:

    Send the completed form for electronic signatures.
  • Store records:

    Download the signed form and audit trail.
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Choose a signing method for each participant

  1. Use the signNow web app when preparing the Level 2 Interconnection Form, placing fields, checking project information, and coordinating signatures from a desktop workstation.
  2. Use the signNow mobile app when an applicant or field representative must review and sign the interconnection form from an iOS or Android device.
  3. Use kiosk mode for supervised signing at a utility office, project site, or service counter where one device supports successive authorized signers.
  4. Use a shareable signing link when the utility or project team needs to distribute the same prepared signing experience without sending separate invitations.

Platform requirements for online signing

Complete and sign the Level 2 Interconnection Form using Chrome, Firefox, Safari, or Edge on Windows, macOS, iOS, or Android with TLS 1.2 or newer.

  • Browser support Chrome, Firefox, Safari, and Edge on Windows and macOS.
  • Mobile devices iOS and Android mobile devices support signing access.
  • Connection security TLS 1.2 or newer protects browser connections.

Organizations should confirm that managed Windows, macOS, iOS, and Android devices permit browser storage, email access, and document downloads. Enterprise deployments may also require approved signNow API access, SSO provisioning, and certificate or long-term validation settings configured by administrators.

Security for interconnection records

Data encryption:

TLS 1.2/1.3 and AES-256

Security reporting:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Protected information:

HIPAA compliant with BAA

Accessibility support:

WCAG 2.0 Level AA

Integrate interconnection records with business systems

Connect Level 2 Interconnection Form workflows with Salesforce, NetSuite, Microsoft 365, Google Drive, Box, or Procore to route project records and preserve signed documents.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Recommended Level 2 form setup

Configure the signing workflow around applicant identity, utility review, audit evidence, and the retention policy governing the project record.

SettingRecommendation
Authentication methodEmail invitation with SMS verification
Signature typeLegally binding electronic signature
Audit trailExport with completed PDF
Document retentionFollow utility and state policy
EncryptionTLS 1.2/1.3 and AES-256

Record-keeping practices for this form

Prepare the Level 2 Interconnection Form carefully, preserve its signing evidence, and apply the retention rule that actually governs the project record.

Export the signed form and audit trail

Export the completed Level 2 Interconnection Form with its audit trail immediately after all required signatures are finished. Keep both files together so the utility can review the signed content and the signing history as one record.

Match retention to the governing rule

Apply the utility’s written retention policy to the completed interconnection record. If the form contains protected health information, retain it for six years from creation or the last effective date under HIPAA 45 CFR §164.530(j).

Limit access to authorized participants

Restrict access to applicants, utility reviewers, and assigned project personnel. Use signNow permissions and controlled storage locations to prevent unauthorized edits, forwarding, or disclosure of project and customer information.

Verify project fields before routing

Review every detected field before sending, including system size, equipment details, contact information, dates, and signatures. Correcting errors before routing avoids replacement forms and duplicate utility review requests.

Process the form before utility review

Use the utility’s instructions for deadlines; signNow organizes preparation, delivery, signature collection, and archival without changing the utility’s review schedule.

01

Prepare the document

Check utility instructions and required attachments before entering applicant or project data.
02

Deliver to signers

Send the completed draft to every required applicant, owner, and utility representative.
03

Collect signatures

Monitor invitations and resolve missing signatures before the utility’s stated submission date.
04

Archive the record

Download the signed form and audit trail, then store them with project records.

Risks of an incomplete submission

Incomplete submission

Utility review delay

Incorrect project data

Request for correction

Missing signing history

Evidence dispute

Unclear signer intent

Rejected electronic record

Troubleshoot Level 2 form signing

Resolve field, signer, authentication, pricing, and evidentiary questions before submitting the signed interconnection form.

Upload the original Level 2 Interconnection Form PDF again, then use signNow’s field detection and verify every required applicant and utility field manually before sending.

The Business plan includes templates, audit trails, and legally binding eSignatures at $8/user/month with annual billing. Business Premium adds bulk send at $15/user/month annually.

signNow states that its eSignatures comply with ESIGN and UETA. Confirm the utility’s submission rules separately because electronic signature acceptance does not establish utility interconnection approval.

Use signNow’s audit trail to document signer identity, timestamps, actions, and completion history. Export the signed form and audit trail together according to the utility’s record policy.

A signer can receive an email invitation or signing link, depending on the configured workflow. If stronger assurance is required, Enterprise adds advanced signer authentication options.

Business includes 100 signature invites per user annually when billed annually, with overage fees. The Site License uses $1.50 per signature invite and supports unlimited users.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

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