Fwd: 170417 Jerry Cauley - FIN-WELCOME CALL - Need POA / New PAF - [#1174870]

From
Laurie Simpson <clientservice@thekey.com>
To
malin.maleegrai@thekey.com
CC
dmockenhaupt@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com, audraw@thekey.com, tsilton@thekey.com, eclark@thekey.com, lito.delapena@thekey.com
Date
Wed, 17 Sep 2025 17:25:53 +0000
Folder
INBOX
Malin,     Please send me the POA.  Please see message from Dean.        Thank you,  Laurie Simpson  Finance Onboarding | TheKey  Laurie.Simpson@thekey.com    

                           

                            On

                            Wed, 17 Sep at 12:20 PM

                            ,  Laurie Simpson <clientservice@thekey.com>  wrote:

                             

  

 Hi Malin, 

   

 Checking on status of complete and accurate agreement.  Currently the agreement on file signatures for payment do not match.  Please provide Financial POA or obtain new PAF signed directly by account holder.  Please let me know when I can expect a completed agreement. 

   

 Thank you, 

 Laurie Simpson 

 

Finance Onboarding | TheKey

 

 Laurie.Simpson@thekey.com 

  

 

  On Fri, 12 Sep at 11:58 AM , Laurie Simpson <clientservice@thekey.com> wrote:  

 

 Hi Malin, 

   

 Checking on status of Financial POA for client Jerry Cauley.  Have you reached out to the son Dean?   

 Please let me know a timeline as to when TheKey can expect a complete agreement. 

   

 Thank you,  

 Laurie Simpson 

 Finance Onboarding | TheKey 

 Laurie.Simpson@thekey.com 

 

855.205.8007  

 

 

  On Tue, 9 Sep at 3:54 PM , Laurie Simpson <clientservice@thekey.com> wrote:  

 

 Malin, 

   

 Looking for Financial POA to attach to current payment form or please obtain new payment form signed directly by client. 

   

   

 Thank you,  

 Laurie Simpson 

 Finance Onboarding | TheKey 

 Laurie.Simpson@thekey.com 

 

855.205.8007  

 

 

  On Wed, 3 Sep at 2:24 PM , Laurie Simpson <clientservice@thekey.com> wrote:  

 

 Malin, 

   

 Please provide Financial POA for signer Dean Cauley or please obtain new Payment Form signed by client. 

   

 Thank you, 

 

  

 Laurie Simpson 

 Finance Onboarding | TheKey 

 Laurie.Simpson@thekey.com 

 

855.205.8007