Re: LTC SOC: 169180 Ralph Johnson - [#1148233]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Ariyan Green <ltci@thekey.com>
CC
malin.maleegrai@thekey.com, tt@thekey.com
Date
Wed, 30 Jul 2025 08:33:09 -0500
Folder
INBOX
--0000000000007d307b063b259168 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Ariyan, We will get this taken care of. Malin, please get payment information updated. Thank you, Diane On Wed, Jul 30, 2025 at 8:28=E2=80=AFAM Ariyan Green wrot= e: > Hi Diane, > > I hope you are well. I am reviewing the onboarding documents for our > client, Ralph Johnson, and noticed that the payment method provided on th= e > CCA belongs to the client; however, the form is signed by the client's > spouse Lois Johnson. We will need a financial or durable POA or a voided > check that shows Lois is an authorized user on the account. If obtaining > the POA or a voided check is not feasible, could you please request a new > CCA signed directly by the client? > > We appreciate your understanding as we work to ensure everything is in > order. Please let me know if you have any questions or concerns. > > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > 1148233:611100 > --0000000000007d307b063b259168 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Ariyan,=C2=A0 We will get this taken care of.= Malin, please get payment information updated. Thank you, Diane On W= ed, Jul 30, 2025 at 8:28=E2=80=AFAM Ariyan Green &lt; ltci@thekey.com &gt; wrote: Hi Diane, I hope you are well. I am reviewing the onboarding documen= ts for our client, Ralph Johnson, and noticed that the payment method provi= ded on the CCA belongs to the client; however, the form is signed by the cl= ient&#39;s spouse Lois Johnson. We will need a financial or durable POA or = a voided check that shows Lois is an authorized user on the account. If obt= aining the POA or a voided check is not feasible, could you please request = a new CCA signed directly by the client? We appreciate your understa= nding as we work to ensure everything is in order. Please let me know if yo= u have any questions or concerns. Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey M= obile: 855.205.8007 <= a href=3D"http://www.thekey.com/" rel=3D"noreferrer" style=3D"color:rgb(17,= 85,204);font-family:Arial,Helvetica,sans-serif;font-size:small;font-style:n= ormal;font-weight:400;background-color:rgb(255,255,255)" target=3D"_blank

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