Re: 163443 Lena Pauchuk Zozula - FIN-WELCOME CALL - [#1010381]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Ariyan Green <ltci@thekey.com>
CC
tt@thekey.com
Date
Fri, 13 Dec 2024 09:51:34 -0500
Folder
INBOX
--000000000000450a74062927f8b1 Content-Type: multipart/alternative; boundary="000000000000450a73062927f8af" --000000000000450a73062927f8af Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please see attached POA. On Wed, Dec 11, 2024 at 11:52=E2=80=AFAM Cheryl Cartwright wrote: > Good Morning, > > I will follow up with the client. > > Cheryl > > On Tue, Dec 10, 2024 at 6:19=E2=80=AFPM Ariyan Green wr= ote: > >> Hi Cheryl, >> >> I am following up on my previous email regarding proof that Leanna Zozul= a >> is an authorized user on our client's PAD account. I would appreciate an= y >> 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 Thu, 5 Dec at 9:16 PM , Ariyan Green wrote: >> =E2=80=8BHello Cheryl, >> >> I am reviewing the onboarding documents for this client and it has come >> to my attention that the Consent Agreement and PAD Agreement were signed= by >> our client's granddaughter Leanna Zozula however the payment method >> provided belongs to our client. We must have something in writing that >> shows Leanna is an authorized user on the account, or updated forms with >> the client's signature. Please reach out to the client to gather the >> necessary documentation. Do not hesitate to reach out if you have any >> questions or concerns. >> >> Kind Regards, >> Ariyan Green >> Finance Onboarding Analyst >> Email: ltci@thekey.com >> Ph: 855-205-8007 >> Fax: 813-693-5625 >> >> >> >> >> 1010381:611100 >> > --000000000000450a73062927f8af Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Please see attached POA.=C2=A0 On Wed, Dec 11, 2024 at 11:52=E2=80=AFAM Cheryl Cartwright &lt; ccartwright@thekey.com &gt; wrote: Good Morning, I will follow up with the client.=C2=A0 Cheryl=C2=A0 On Tue, Dec 10, 2024 at 6:19=E2=80= =AFPM Ariyan Green &lt; ltci@thekey.com &gt; wrote: Hi Cheryl, I am following up on my p= revious email regarding proof that Leanna Zozula is an authorized user on o= ur client&#39;s PAD account. I would appreciate any updates you can provide= at this time. Thank you. Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0 Email: ltci@thekey.com =C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 On Thu, 5 Dec at 9:16 PM , Ariyan Green &lt; ltci@thekey.com &gt; wrote: =E2=80=8BHello Cheryl, I am reviewing the onboarding documents for this client an= d it has come to my attention that the Consent Agreement and PAD Agreement = were signed by our client&#39;s granddaughter Leanna Zozula however the pay= ment method provided belongs to our client. We must have something in writi= ng that shows Leanna is an authorized user on the account, or updated forms= with the client&#39;s signature. Please reach out to the client to gather = the necessary documentation. Do not hesitate to

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