Fwd: 165506 Marilynn Laddish - FIN-WELCOME CALL - [#1065506]

From
Ariyan Green <clientservice@thekey.com>
To
amy.catalina@thekey.com
CC
teresa.heit@thekey.com, tt@thekey.com, june.jeune@thekey.com
Date
Tue, 04 Mar 2025 23:00:42 +0000
Folder
INBOX
----==_mimepart_67c7861a950cd_20a3fadcc92b6d4586293f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Amy, Thank you for uploading the updated form to Clearcare. Not= hing further is needed at this time. Have a great week! Kind Regards,= =C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0TheKey Mobile: 85= 5.205.8007 =C2=A0 = = On Tue, 4 Mar at 4:47 PM , Amy Catalina wr= ote: = Hello, = I got new paperwork signed. I have attached the new docs.=C2=A0 Please l= et me know=C2=A0if you need anything else. Thank you = = Amy Catalina = Client Success Manager = Please note my email has changed: = amy.catalina@TheKey.com = (913) 549-7093 = (913) 663-5000 = TheKey.com = = = = = = = = = On Thu, Feb 27, 2025 at 4:34=E2=80=AFPM Amy Catalina wrote: = = = I will work on getting this fixed. Thanks for letting me know. Amy Ca= talina Client Success Manager amy.catalina@thekey.com D: (913)-549-7093 A= fter Hours: (913)663-5000 = = = = = = On Thu, Feb 27, 2025 at 4:30=E2=80=AFPM Ariyan Green wrote: = = = = = = Hi Teresa, = = I am following up to also advise the payment method provided could not b= e verified. We will need a PAF with a valid payment method provided. Than= k you. = = = = = = = = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 = = = = = =C2=A0 = = = = = = On Thu, 27 Feb at 5:17 PM , Ariyan Green w= rote: = = Good afternoon Teresa, = = I am currently reviewing the onboarding documents for our client, Marily= nn Laddish. I noticed that while the Consent Agreement is signed by Maril= ynn, the payment method provided belongs to her spouse, George Laddish. = Could you please obtain updated forms signed by George, as he is listed a= s the Responsible Party on the Consent Agreement? Thank you for your ass= istance. If you need any further information, please let me know. = = = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 ----==_mimepart_67c7861a950cd_20a3fadcc92b6d4586293f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Amy, Thank you for upload= ing the updated form to Clearcare. Nothing further is needed at this time= . Have a great week! Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey Mobile: 855.205.8007 <sp= an style=3D"font-size: 10pt; font-fa