--000000000000eba5d00635a90c40 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sarah, Can you please follow up on this with the family? Let me know if I can help. Thank you! On Wed, May 21, 2025 at 12:51=E2=80=AFPM Client Service wrote: > Hello, > > I am following up on my previous email. Upon auditing this client's > profile, I noticed that the person whose payment information was provided > on the PAF is not the person who signed the document. > > > In order to be compliant with our legal and payment processing policies, > we will need to obtain a PAF that has the signature of the person whose > payment information is provided, authorizing us to charge their account. > Alternatively, we will need proof that the signer is authorized to use th= e > provided payment information. This can be verified by having the signer > listed on the account (e.g., by providing a voided check) or by submittin= g > a copy of a POA granting the signer authority to use the payment > information. > > Without formal documentation verifying this authorization, we will be in > violation of PCI compliance standards. This exposes us to potential > security risks and leaves us vulnerable if the client decides to dispute > any charges. Without proof of authorization, we would be unable to proper= ly > defend against such claims, which could result in significant legal and > financial consequences. > > Please let me know if you have any questions or need further clarificatio= n. > > Thank you! > > *DeAnna Brown* > Finance Onboarding Analyst III | TheKey > > ltci@thekey.com > > Long Term Care Insurance Customer Service - (855)-205-8007 > > Long Term Care Insurance Fax - (813) 693-5625 > > Billing@thekey.com > > > > 866-226-1702 > > > > On Thu, 15 May at 3:59 PM , Client Service<clientservice@thekey.com> > wrote: > Hello, > > Upon auditing this client's profile, I noticed that the person whose > payment information was provided on the PAF is not the person who signed > the document. > > In order to be compliant with our legal and payment processing policies, > we will need to obtain a PAF that has the signature of the person whose > payment information is provided, authorizing us to charge their account. > Alternatively, we will need proof that the signer is authorized to use th= e > provided payment information. This can be verified by having the signer > listed on the account (e.g., by providing a voided check) or by submittin= g > a copy of a POA granting the signer authority to use the payment > information. > > Without formal documentation verifying this authorization, we will be in > violation of PCI compliance standards. This exposes us to potential > security risks and leaves us vulnerable if the client decides to dispute > any charges. Without proof of authorization, we would be unable to proper= ly > defend against such claims, which could result in significant legal and > financial consequences. > > Please let me know if yo