Re: 167545 Ruth Ann Loar - FIN-WELCOME CALL - PAF needed - [#1109785]

From
Laurie Simpson <clientservice@thekey.com>
To
brookej@thekey.com
CC
alysce.craig@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com
Date
2025-05-15 18:39:15
Folder
INBOX
----==_mimepart_682634d3ab9ed_1cb3f81338895c01540365f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Brooke,=C2=A0 No problem. Please have either Mike or Jan sign = a PAF for their own checking account. =C2=A0I know Panda Doc is not real = helpful with this. =C2=A0When client signs CCA and PAF is another person'= s checking account, the PAF has to be pulled out or the signature will au= tomatically sign with wrong signature. Can you send just a new PAF, n= ot the whole CCA? Laurie Simpson Finance Onboarding |=C2=A0Th= eKey Laurie.Simpson@thekey.com 855.205.8007 On Thu, 15 May at 2:19= PM , Brooke Justiniano wrote:=C2=A0 The names in th= is situation woukd not match as the children are paying for the Mothers c= are. How would this be handled? -Brooke- On Thu, May 1= 5, 2025 at 1:45=E2=80=AFPM Laurie Simpson wrot= e: Hi Brooke,=C2=A0 After auditing Ruth Ann Loar it has been id= entified that a new PAF is required due to names do not match.=C2=A0 Plea= se obtain new PAF. Thank you and I appreciate your attention to this mat= ter. Laurie Simpson Finance Onboarding |=C2=A0TheKey Lauri= e.Simpson@thekey.com 855.205.8007 ----==_mimepart_682634d3ab9ed_1cb3f81338895c01540365f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Brooke,=C2=A0 No problem. Please have either Mike or Jan sign a PAF for their own = checking account. =C2=A0I know Panda Doc is not real helpful with this. =C2= =A0When client signs CCA and PAF is another person's checking account, th= e PAF has to be pulled out or the signature will automatically sign with = wrong signature. Can you send just a new PAF, not the whole CCA? Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com 855.205.800 7 On T= hu, 15 May at 2:19 PM , Brooke Justiniano &lt;b= rookej@thekey.com&gt; wrote:=C2=A0 The names in this sit= uation woukd not match as the children are paying for the Mothers care. H= ow would this be handled? -Brooke- On Thu, May 15, 2025 at 1:45=E2=80=AFPM Laurie Simpson &lt; clientservice@thekey= .com &gt; wrote: <div di