Submitted a signed LOA to Duke Energy for a client last week and they came back saying "form not on approved template." I used the standard CUBA-provided LOA. Anyone else running into utilities demanding their own proprietary forms? Is there a workaround or do I just eat the 2-week delay and resubmit on their letterhead?
LOA rejected by utility — now what?
Duke has been tightening this up since last fall. They now want their own "Customer Authorization for Release of Information" form. I keep a PDF copy of it in my client onboarding packet now — sign it alongside the CUBA LOA and you save the round-trip.
Same issue with Georgia Power. What I do now: LOA goes out in the first client meeting, I already have the utility-specific addendum pre-filled with client info, so it's one signature session. Saved me probably 3 weeks of total delay across my book last year.