Fwd: 165814 Angelo DeCarlo - FIN-WELCOME CALL - [#1072648]

From
Alejandro Aponte <clientservice@thekey.com>
To
timon.page@thekey.com
CC
tt@thekey.com, michelle.hudgins@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
Date
hu, 27 Mar 2025 14
Folder
INBOX
----==_mimepart_67e55b7bfec7_1f43fb27ac534d021967d7 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you Timon, this is all set on our end!=C2=A0 ltci@thekey.com= Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Car= e Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 =C2= =A0 =C2=A0 = = On Thu, 27 Mar at 9:17 AM , Timon Page wrote:= = Good morning Alejandro = = Financial POA for=C2=A0is now uploaded=C2=A0to the clients' profile page= in CC. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Mon, Mar 24, 2025 at 12:59=E2=80=AFPM Alejandro Aponte wrote: = = = = = = = Hello again, = = Just touching base here, are you able to please provide an updates on th= e documents we are still needing? The POA documents uploaded are not for = Financial POA.=C2=A0 = = = We audited this new Waterloo client and discovered Orlando signed the pa= yment authorization form, but Angelo's banking information was provided. = The POA we have on file does not state that Orlando has the authority to = give us the clients banking information. Are you able to please assist wi= th one of the below options? 1.) POA paperwork that shows Orlando can le= gally provided us with the clients banking information - (Financial POA.)= 2.) Proof showing Orlando is an authorized user on the bank account - (= Voided check with both Angelo's and Orlando's name at the top left, accou= nt statement, ect.) 3.) Secure an updated payment authorization form wit= h Angelo's signature.=C2=A0 = = = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 = = = Billing@thekey.com 866-226-1702 = = =C2=A0 = = =C2=A0 = = = = = = = On Wed, 19 Mar at 9:24 AM , Alejandro Aponte w= rote: = = = = Thank you Timon, = = I reviewed the POA uploaded on 3/10, however, this POA is only for Perso= nal Care decisions. The powers granted to Orlando do not state that Orlan= do can provide us with the clients payment information. Does Orlando poss= ibly have a financial POA, and can provide us with that paperwork?=C2=A0 = = There is a clause that if Orlando was to pay out of pocket, they could b= e reimbursed by the clients estate. But the payment information belongs t= o the client.=C2=A0 = = = = = = = = = = = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 = = = Billing@thekey.com 866-226-1702 = = =C2=A0 = = =C2=A0 = = = = = = = On Wed, 19 Mar at 9:18 AM , Timon Page wrote:= = Hi=C2=A0Alejandro = = Yes, POA documentation has been uploaded. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com ----==_mimepart_67e55b7bfec7_1f43fb27a