Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]

From
Shellie Lim <shellie.lim@thekey.com>
To
=?utf-8?Q?Erea=E2=80=99unah_Thomas?= <clientservice@thekey.com>
CC
sspeirs@thekey.com, tt@thekey.com
Date
Tue, 22 Jul 2025 12:27:59 -0700
Folder
INBOX
--Apple-Mail-3A2C7F06-7D1D-415C-9C34-272D9CA4C539 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi there I will folllow up with the cli= ent=E2=80=99s daughter with regards to this . Kind regards&nbsp; Shellie&nbsp; On J= ul 22, 2025, at 12:20=E2=80=AFPM, Erea=E2=80=99unah Thomas &lt;clientservice= @thekey.com&gt; wrote: =EF=BB=BF Good Day!&nbsp; Following an audit of the payment authorization form for cl= ient Sylvia Priebe a financial Power of Attorney (POA) is required. If you'r= e are unable to obtain the POA from the signer, a new payment authorization w= ill 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 onboarding forms meet compl= iance standards. Friendly Reminder to All Offices:&nbsp; Every ne= w client profile activated in ClearCare is audited to ensure that onboarding= documents meet compliance requirements. This matter cannot be resolved on o= ur end until all client paperwork is fully compliant. Thank you for your ass= istance! Kind Regards, Ereaunah Thomas&nbsp; Email:&nbsp; ltci@thekey.com PH: 855-205-8007 &nbsp; Fax: 81= 3-693-5625 1147990:611100 = --Apple-Mail-3A2C7F06-7D1D-415C-9C34-272D9CA4C539--

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