Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]

From
Shellie Lim <shellie.lim@thekey.com>
To
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
CC
sspeirs@thekey.com, tt@thekey.com
Date
Tue, 22 Jul 2025 16:57:54 -0700
Folder
INBOX
--000000000000f34375063a8d5ca8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello I spoke with the client's daughter and she will send the POA information by tomorrow. I will upload it in the client's file and confirm once received. Kind regards Shellie On Tue, Jul 22, 2025 at 12:20=E2=80=AFPM Erea=E2=80=99unah Thomas wrote: > Good Day! > > Following an audit of the payment authorization form for client Sylvia > Priebe a financial Power of Attorney (POA) is required. If you're are > unable to obtain the POA from the signer, a new payment authorization wil= l > be needed from the individual who provided their bank information. > > *Please Note:* Before uploading into ClearCare, please review the CCA and > payment authorization to ensure the onboarding forms meet compliance > standards. > *Friendly Reminder to All Offices: *Every new client profile activated in > ClearCare is audited to ensure that onboarding documents meet compliance > requirements. This matter cannot be resolved on our end until all client > paperwork is fully compliant. Thank you for your assistance! > > Kind Regards, > > *Ereaunah Thomas * > *Email: *ltci@thekey.com > *PH:* 855-205-8007 > *Fax:* 813-693-5625 > > 1147990:611100 > --=20 *Shellie Lim RN BSN MA* *Client Success Manager * *Mobile: 604 318-6201* *Direct: 778-403-7391 ext : 1530006* *Office:* 778-279-3634 Email: shellie.lim@thekey.com [image: TheKey] --000000000000f34375063a8d5ca8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello I spoke with the client&#39;s daughter and she w= ill send the POA information by tomorrow. I will upload it in the client&#3= 9;s file and confirm once received.=C2=A0 Kind regards = Shellie On Tue, Jul 22, 2025 at 12:20=E2=80=AFPM= Erea=E2=80=99unah Thomas &lt; c= lientservice@thekey.com &gt; wrote: Good Day!=C2=A0 Following an audit of the payment authorization form for c= lient Sylvia Priebe a financial Power of Attorney (POA) is required. If you= &#39;re are unable to obtain the POA from the signer, a new payment authori= zation will be needed from the individual who provided their bank informati= on. Please Note: Before uploading into ClearCare, please revie= w the CCA and payment authorization to ensure the onboarding forms meet com= pliance standards. Friendly Reminder to All Offices:=C2=A0 Every n= ew client profile activated in ClearCare is audited to ensure that onboardi= ng documents meet compliance requirements. This matter cannot be resolved o= n our end until all client paperwork is fully compliant. Thank you for your= assistance! Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0 ltci@thekey.com PH: 855-205-8007 =C2=A0 Fax: 813-693-5625 1147990:611100 -- Shellie Lim RN BSN MA Clie

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