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Installer Account Hold & Agreement Execution Requirements

Installer Account Hold & Agreement Execution Requirements

Updated over 2 months ago

Overview

Installer accounts may be placed on hold as part of our standard onboarding, compliance, or periodic review process. During this time, certain account functions—including project submissions and funding activity—may be restricted.

Why an Account Is on Hold

An installer account will remain on hold until both of the following requirements are completed:

  1. Installer Review
    The compliance review must be fully completed.

  2. Execution of the Installer Agreement
    The Installer Agreement must be signed and executed.

Installer Agreement Process

  • The Installer Agreement is issued after the installer review has been finalized.

  • The agreement is sent separately via DocuSign.

  • The DocuSign must be signed by an authorized company representative who has the legal authority to execute agreements on behalf of the company.

  • The DocuSign envelope is delivered to the designated email address on file.

Important Notes

  • Accounts will remain on hold until both the installer review and agreement execution are complete.

  • Funding requests, project submissions, or account reactivation cannot proceed while the account is on hold.

  • If the designated signer or email address has changed, please contact Installer Support before the agreement is issued.

Need Assistance?

If you have questions about your account status, the installer review, or the Installer Agreement, please reach out to Installer Support for assistance.

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