Description

Explanation

Preliminary

Accounts in the process of being created have a preliminary status. This indicates that requirements for an active account have not been met. The account may be awaiting attachment and verification of insurance or security documents.

Active

An accounts status changes to active when Central Office staff with an Authorizer role has verified that all required information, including attachments have been received and associated with the account.

Suspended

Accounts can be suspended if a customer does not respond to several dunning notices and Central Office is unable to resolve a payment issue, or, the securities associated to an account have expired and have not been replaced.

If a customer account is suspended, all associated billing accounts are automatically suspended. A billing account can be suspended independent of a customer account.

Pending Inactivation

The Customer and Billing accounts statuses may be changed to Pending Inactivation when the option to inactivate a Customer Account is chosen, and accounts are in process in EPS. An option to mark the Customer and Billing accounts as Pending Activation is provided.

Inactive

This status is used if an account is determined to be no longer necessary, for instance, if Central Office is notified that a company is disassembling.