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Home  Support  Customer Registration Information

The steps to the Participant membership process are listed chronologically:

1. Complete and mail all of the following to the Membership Application Coordinator:
   • Membership application [DOC]
   • Security Administrator Signatory Page [PDF]
   • Completed W-9 or W-8, as applicable
   • New Application Affiliate Template [XLS]
   • Copy of State Articles of Incorporation (company name must match on all submitted documentation)

   Responsible: Member

   Audra Perry
   Membership Application Coordinator
   ISO New England Inc.
   One Sullivan Road
   Holyoke, MA 01040-2841
   Fax Number (413) 540 - 4680

2. Wire Application Fee
   • Application fee [PDF]

Responsible: Member

Contact the Membership Application Coordinator for wiring instructions

3. Credit application and Financial Assurance review
   • New Member Credit Application
   • Financial Assurance Requirements [DOC]
   • Minimum Eligibility Criteria Documentation Requirements
   • BlackRock Documents

   Responsible: ISO-NE Finance department

   ISO New England Inc.
   One Sullivan Road
   Holyoke, MA  01040-2841
   Attn:  Market and Credit Risk Department
   Phone: (413) 540-4400
   Fax: (413) 540-4794
   creditdepartment@iso-ne.com

4. Application review

   Responsible: ISO-NE Membership Application Coordinator, ISO-NE Customer Support Membership Analyst (Mentor), and NEPOOL Counsel

   Once ISO-NE receives and reviews all required documents a NEPOOL Membership subcommittee review is scheduled. The applicant should attend the review via teleconference and will be provided pertinent meeting information via email meeting invitation.

5. NEPOOL Membership subcommittee review
   • Membership Application Review Schedule [PDF]

   Responsible: Committee

   Once approval by the NEPOOL Membership subcommittee is reached the applicant will be required to complete steps 6 and 7 (Governance Only will be required to complete step 7).

6. Complete and mail to membership coordinator (if applicable): 
    
   • Market Participant Service Agreement (MPSA) Form [PDF]

   Responsible: Member

7. Execute and mail to membership coordinator: 
    
   • Participants Agreement (PA), or
   • Second Restated NEPOOL Agreement (RNA), and
   • Standard Conditions and Waivers [DOC]

   Responsible: Member

   Membership activation is always effective at the 1st of the month.

8. Complete and mail to the Billing Department (if applicable): 
    
   • Sales and Use Tax Exempt Certificates
     
     (FAQs for Sales and Use Tax Reporting)

Membership Application Coordinator Audra Perry (413) 535-4169 aperry@iso-ne.com	Customer Support (413) 540-4220 custserv@iso-ne.com
NEPOOL Counsel Pat Gerity (860) 275-0533 pmgerity@daypitney.com	Market and Credit Risk Department (413) 540-4400 creditdepartment@iso-ne.com
Senior Membership Support Analyst Heather Latka (413) 535-4328 hlatka@iso-ne.com	Billing Department Fax: (413) 535-4024 billingdept@iso-ne.com