Re: 165814 Angelo DeCarlo - FIN-WELCOME CALL - [#1072648]

From
Timon Page <timon.page@thekey.com>
To
Alejandro Aponte <clientservice@thekey.com>
CC
tt@thekey.com, michelle.hudgins@thekey.com, william.schmiedeknecht@thekey.com
Date
Wed, 19 Mar 2025 09:18:17 -0400
Folder
INBOX
--0000000000005aa1df0630b1db8f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro Yes, POA documentation has been uploaded. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Tue, Mar 18, 2025 at 2:16=E2=80=AFPM Alejandro Aponte wrote: > Hello again, > > Just touching base here, are you able to please provide an update on the > paperwork correction we are still needing? > > We audited this new Waterloo client and discovered Orlando signed the > payment authorization form, but Angelo's banking information was provided= . > The POA we have on file does not state that Orlando has the authority to > give us the clients banking information. Are you able to please assist wi= th > one of the below options? > > 1.) POA paperwork that shows Orlando can legally provided us with the > clients banking information - (Financial POA.) > > 2.) Proof showing Orlando is an authorized user on the bank account - > (Voided check with both Angelo's and Orlando's name at the top left, > account statement, ect.) > > 3.) Secure an updated payment authorization form with Angelo's signature. > > > > 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 Mon, 10 Mar at 2:20 PM , Alejandro Aponte > wrote: > Hello Timon, > > We audited this new Waterloo client and discovered Orlando signed the > payment authorization form, but Angelo's banking information was provided= . > The POA we have on file does not state that Orlando has the authority to > give us the clients banking information. Are you able to please assist wi= th > one of the below options? > > 1.) POA paperwork that shows Orlando can legally provided us with the > clients banking information - (Financial POA.) > > 2.) Proof showing Orlando is an authorized user on the bank account - > (Voided check with both Angelo's and Orlando's name at the top left, > account statement, ect.) > > 3.) Secure an updated payment authorization form with Angelo's signature. > > > 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* > > > > > > 1072648:611100 > --0000000000005aa1df0630b1db8f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi=C2=A0Alejandro Yes, POA d= ocumentation has been uploaded. Best regards, =C2=A0Timon Page General Manager, Ontario Please note my email address has changed: timon.page@theke= y.com Mobile: (437) 223-0841 TheKey.com On Tue, Mar 18,= 2025 at 2:16=E2=80=AFPM Alejandro Aponte &lt; clientservice@thekey.com &gt; wrote: <blockquote= class=3D"gmail_quote" style=3D"margin:0px 0px 0px 0.8ex;border-left:1px so= lid rgb(204,204,204);padding-left:1e

Thread (1)