Re: 164505 Joan Harris - FIN-WELCOME CALL - [#1039780]

--00000000000023e033062cc7dde3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan We have reached out to Heather and are awaiting a response. As soon as it is received, I will let you know. 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, Jan 28, 2025 at 10:11=E2=80=AFAM Ariyan Green wrote: > Good morning Timon, > > I am following up per my previous email for a POA document that authorize= s > Heather Harris, and a PAD Agreement with a valid payment method. I would > appreciate any updates you can provide at this time. Thank you. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Wed, 15 Jan at 3:46 PM , Ariyan Green wrote: > Good afternoon Timon, > > I am auditing this client's onboarding documents and noticed that the > payment method provided on the Pre-Authorized Debit (PAD) Agreement belon= gs > to the client; however, the form is signed by the client's daughter Heath= er > Harris. We will need a financial or durable POA or written acknowledgment > that Heather is an authorized user on the account. If obtaining the POA o= r > proof is not feasible, could you please request a new CCA and PAD signed > directly by the client? > > Additionally, the payment method provided on the PAD Agreement is invalid= . > The transit number provided on the four is four digits, however it should > be five. Please collect a valid payment method when getting these forms > corrected. > > We appreciate your understanding as we work to ensure everything is in > order. Should you have any questions, please do not hesitate to reach out= . > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > 1039780:611100 > --00000000000023e033062cc7dde3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan We have reached ou= t to Heather and are awaiting a response. As soon as it is received, I will= let you know. 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, Jan 28,= 2025 at 10:11=E2=80=AFAM Ariyan Green < clientservice@thekey.com > wrote: Good morning Timon, I am following up per my = previous email for a POA document that authorizes Heather Ha