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How to fill out the CISR-S online
The CISR-S form is a crucial document that allows users to authorize a third party to act on their behalf regarding utility services. This guide will walk you through the process of completing the CISR-S online with clear instructions for each section of the form.
Follow the steps to successfully complete the CISR-S online.
- Press the ‘Get Form’ button to obtain the CISR-S form and open it in the online editor.
- Begin by filling out the 'Please check all that apply' section at the top of the form. Indicate which utility companies apply to you by selecting PG&E, SoCalGas, SCE, or SDG&E.
- In the 'Authorization to receive customer information or act on a customer’s behalf' section, provide your full name, title (if applicable), and the mailing address of the customer of record.
- Designate the individual or entity you are appointing as your agent. Fill in the name and mailing address of the third party you authorize to act on your behalf.
- List the accounts included in this authorization. You can specify up to three service addresses and service account numbers. If you have more than three accounts, add them on a separate sheet.
- In the 'Information, acts and functions authorized' section, each applicable box should be initialized by you to indicate what you are allowing your agent to do, such as requesting billing records or investigating utility bills.
- Specify your chosen basis for authorization in the next section. Decide if it's a one-time authorization, a one-year authorization, or a longer duration.
- Indicate your agent's preferred method for receiving account information, such as hard copy via US Mail, facsimile, or electronic format.
- As the customer, you must declare your authority to execute this document by providing your signature, printed name, telephone number, and the date of execution.
- Lastly, ensure that the appointed agent also signs the form, providing their details, and completes their portion of the execution.
- Once all sections are completed, save your changes to the form. You can then download, print, or share the form as required.
Complete the CISR-S form online today to streamline your utility management.
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