Fwd: 164505 Joan Harris - FIN-WELCOME CALL - [#1039780]

From
Ariyan Green <clientservice@thekey.com>
To
timon.page@thekey.com
CC
tt@thekey.com
Date
Tue, 28 Jan 2025 15:11:56 +0000
Folder
INBOX
----==_mimepart_6798f3bc9f3e6_23d3f86ae40a57812861615 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Timon, I am following up per my previous email for a POA= document that authorizes Heather Harris, and a PAD Agreement with a vali= d payment method. I would appreciate any updates you can provide at this = time. Thank you.=C2=A0 Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finan= ce Onboarding Analyst=C2=A0 Email: ltci@thekey.com=C2=A0 Ph: 855-205-80= 07=C2=A0 Fax: 813-693-5625 =C2=A0 = = On Wed, 15 Jan at 3:46 PM , Ariyan Green wrote= : = = Good afternoon Timon, = = I am auditing this client's onboarding documents and noticed that the pa= yment method provided on the Pre-Authorized Debit (PAD) Agreement belongs= to the client; however, the form is signed by the client's daughter Heat= her Harris. We will need a financial or durable POA or written acknowledg= ment that Heather is an authorized user on the account. If obtaining the = POA or proof is not feasible, could you please request a new CCA and PAD = signed directly by the client? = = Additionally, the payment method provided on the PAD Agreement is invali= d. The transit number provided on the four is four digits, however it sho= uld be five. Please collect a valid payment method when getting these for= ms corrected.=C2=A0 We appreciate your understanding as we work to ensur= e everything is in order. Should you have any questions, please do not he= sitate to reach out.=C2=A0 = = = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 ----==_mimepart_6798f3bc9f3e6_23d3f86ae40a57812861615 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Timon, I am following up pe= r my previous email for a POA document that authorizes Heather Harris, an= d a PAD Agreement with a valid payment method. I would appreciate any upd= ates you can provide at this time. Thank you.=C2=A0 Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0= Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 On Wed, 15 Jan at 3:46 PM , Ariyan Green &lt= ;itsupport@thekey.com&gt; wrote: Good afternoon Timon, I am auditing this client's onboarding documents and not= iced that the payment method provided on the Pre-Authorized Debit (PAD) A= greement belongs to the client; however, the form is signed by the client= 's daughter Heather Harris. We will need a financial or durable POA or wr= itten acknowledgment that Heather is an authorized user on the account. I= f obtaining the POA or proof is not feasible, could you please request a = new CCA and PAD signed directly by the client? Additionally, the payment method provided on the PAD Agr= eement is invalid. The transit number provided on the four is four digits= , however it should be five. Please collect a valid payment method when g= etting these forms 

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