Fwd: 167887 Sam Greenberg - FIN-WELCOME CALL - [#1116984]

From
TheKey Support <itsupport@thekey.com>
To
ccartwright@thekey.com
CC
mlicoudis@thekey.com, tt@thekey.com, joey.taylor@thekey.com
Date
2025-06-02 17:56:20
Folder
INBOX
------=_Part_1573462_1428790999.1748886980373 Content-Type: multipart/alternative; boundary="----=_Part_1573463_757199694.1748886980373" ------=_Part_1573463_757199694.1748886980373 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 7bit ------=_Part_1573463_757199694.1748886980373 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorization form for c= lient Sam Greenberg a financial Power of Attorney (POA) is required. If you= 're are unable to obtain the POA from the signer, a new payment authorizati= on will be needed from the individual who provided their bank information. 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: We audit every new client to verify tha= t onboarding documents are in compliance. Our tickets cannot be closed unle= ss full compliance is met. 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= 1116984:611100 ------=_Part_1573463_757199694.1748886980373-- ------=_Part_1573462_1428790999.1748886980373--

Thread (50)