Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]
- From
- Nancy Hopkins <nhopkins@thekey.com>
- To
- Laurie Simpson <clientservice@thekey.com>
- CC
- dmockenhaupt@thekey.com, tt@thekey.com, june.jeune@thekey.com
- Date
- Fri, 21 Feb 2025 09:51:10 -0600
- Folder
- INBOX
--0000000000004ba11c062ea8f664 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 form > does not allow Kara Van Dam to use James VanDam's checking account withou= t > 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 that > is proprietary, privileged and/or confidential and is intended exclusivel= y > for the person(s) to whom it is addressed. This message may also contain > Protected Health Information (PHI) and must be treated confidentially and > handled in accordance with HIPAA and other federal and state privacy laws= . > 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, plea= se > notify the sender immediately and delete this e-mail (and any accompanyin= g > 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 w= rote: > >> 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 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
Thread (3)
- Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]Sat, 22 Feb 2025 08:37:46 -0600
Nancy Hopkins
- Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]Sat, 22 Feb 2025 08:37:46 -0600
Nancy Hopkins
- Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]Tue, 11 Feb 2025 19:49:46 +0000
Laurie Simpson