Fwd: 167969 Gerhild Unny - FIN-WELCOME CALL - [#1119997]

From
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
To
timon.page@thekey.com
CC
nathan.castaneda@thekey.com, tt@thekey.com
Date
2025-06-12 23:22:07
Folder
INBOX
----==_mimepart_684b611f5ebaf_2373f831f4bb48c2642571c Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorization form= for client Gerhild Unny a financial Power of Attorney (POA) is required = from Ray Unny. If you're are unable to obtain the POA from the signer, a = new payment authorization will be needed from the individual who provided= their bank information. Please Note: Before uploading into ClearCare= , please review the CCA and payment authorization to ensure the onboardin= g forms meet compliance standards. Friendly Reminder to All Offices:=C2=A0= Every new client profile activated in ClearCare is audited to ensure that= onboarding documents meet compliance requirements. This matter cannot be= resolved on our end until all client paperwork is fully compliant. Thank= you for your assistance! Kind Regards, Ereaunah Thomas=C2=A0 Em= ail:=C2=A0ltci@thekey.com PH: 855-205-8007=C2=A0 Fax: 813-693-5625 ----==_mimepart_684b611f5ebaf_2373f831f4bb48c2642571c Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorizati= on form for client Gerhild Unny a financial Power of Attorney (POA) is re= quired from Ray Unny. If you're are unable to obtain the POA from the sig= ner, a new payment authorization will be needed from the individual who p= rovided their bank information. Please Note: Before uploading into ClearCare, please review the CCA and paymen= t authorization to ensure the onboarding forms meet compliance standards.= Fr= iendly Reminder to All Offices:=C2=A0 Every new client profile ac= tivated in ClearCare is audited to ensure that onboarding documents meet = compliance requirements. This matter cannot be resolved on our end until = all client paperwork is fully compliant. Thank you for your assistance! Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0 <a href=3D"mailt