Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Nancy Hopkins <nhopkins@thekey.com>
CC
Laurie Simpson <clientservice@thekey.com>, tt@thekey.com, june.jeune@thekey.com
Date
Sat, 22 Feb 2025 09:41:08 -0600
Folder
INBOX
--00000000000038ae0c062ebcf040 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Nancy! On Sat, Feb 22, 2025 at 8:37 AM Nancy Hopkins wrote: > Hi Laurie, > The newly signed agreement has been added to Judy Van Dam's file. > Thank you for your patience. > Nancy > > On Fri, Feb 21, 2025 at 9:51=E2=80=AFAM Nancy Hopkins wrote: > >> The client's daughter assured me that she will visit her parents this >> evening and make sure it gets signed and resubmitted. >> >> On Tue, Feb 11, 2025 at 1:50=E2=80=AFPM Laurie Simpson >> wrote: >> >>> Hi Diane, >>> >>> Thank you for obtaining the Healthcare Surrogate form, however this for= m >>> does not allow Kara Van Dam to use James VanDam's checking account with= out >>> his permission. >>> Please obtain new PAF signed directly by James VanDam OR please obtain >>> Financial POA for Kara Van Dam who signed the PAF. >>> >>> >>> Thank you, >>> Laurie >>> Laurie Simpson >>> TheKey, In Home Care for Seniors >>> >>> ltci@thekey.com >>> Long Term Care Insurance Customer Service - (855)-205-8007 >>> Long Term Care Insurance Fax - (813) 693-5625 >>> Finance Customer Service - (866) 226-1702 >>> >>> >>> TheKey.com Notice: This e-mail transmission may contain information tha= t >>> is proprietary, privileged and/or confidential and is intended exclusiv= ely >>> for the person(s) to whom it is addressed. This message may also contai= n >>> Protected Health Information (PHI) and must be treated confidentially a= nd >>> handled in accordance with HIPAA and other federal and state privacy la= ws. >>> Any use, copying, retention or disclosure by any person other than the >>> intended recipient or the intended recipient's designees is strictly >>> prohibited. If you are not the intended recipient or their designee, pl= ease >>> notify the sender immediately and delete this e-mail (and any accompany= ing >>> attachments). >>> >>> On Fri, 24 Jan at 11:55 AM , Diane Mockenhaupt >>> wrote: >>> Yes, I reached out to Nancy again and told her we need this today >>> >>> On Fri, Jan 24, 2025 at 10:51=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Diane, can we please resolve this as soon as possible. >>>> >>>> Thanks >>>> >>>> On Fri, Jan 24, 2025 at 11:43=E2=80=AFAM Laurie Simpson >>>> wrote: >>>> >>>>> 3rd Request - Please obtain new PAF or POA for current signer. >>>>> Thank you, >>>>> Laurie >>>>> Laurie Simpson >>>>> TheKey, In Home Care for Seniors >>>>> >>>>> ltci@thekey.com >>>>> Long Term Care Insurance Customer Service - (855)-205-8007 >>>>> Long Term Care Insurance Fax - (813) 693-5625 >>>>> Finance Customer Service - (866) 226-1702 >>>>> >>>>> >>>>> TheKey.com Notice: This e-mail transmission may contain information >>>>> that is proprietary, privileged and/or confidential and is intended >>>>> exclusively for the person(s) to whom it is addressed. This message m= ay >>>>> also contain Protected Health Information (PHI) and must be treated >>>>> confidentially and handled in accord

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