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

From
Timon Page <timon.page@thekey.com>
To
Ariyan Green <clientservice@thekey.com>
CC
tt@thekey.com
Date
Mon, 3 Feb 2025 14:34:51 -0500
Folder
INBOX
--000000000000b70a3d062d41fc33 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan POA documentation is uploaded to the clients file and the transit number is 23702. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Tue, Jan 28, 2025 at 12:52=E2=80=AFPM Timon Page = wrote: > Hi Ariyan > > We have reached out to Heather and are awaiting a response. As soon as it > is received, I will let you know. > > Best regards, > * Timon Page * > General Manager, Ontario > *Please note my email address has changed:* > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.com > > > > On Tue, Jan 28, 2025 at 10:11=E2=80=AFAM Ariyan Green > wrote: > >> 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 valid payment meth= od. >> I would appreciate any updates you can provide at this time. Thank you. >> >> Kind Regards, >> Ariyan Green >> Finance Onboarding Analyst >> Email: ltci@thekey.com >> Ph: 855-205-8007 >> Fax: 813-693-5625 >> >> >> >> 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 >> payment method provided on the Pre-Authorized Debit (PAD) Agreement belo= ngs >> 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 acknowledgmen= t >> 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 >> invalid. The transit number provided on the four is four digits, however= it >> should be five. Please collect a valid payment method when getting these >> forms corrected. >> >> We appreciate your understanding as we work to ensure everything is in >> order. Should you have any questions, please do not hesitate to reach ou= t. >> >> Kind Regards, >> Ariyan Green >> Finance Onboarding Analyst >> Email: ltci@thekey.com >> Ph: 855-205-8007 >> Fax: 813-693-5625 >> >> >> 1039780:611100 >> > --000000000000b70a3d062d41fc33 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan POA documentation = is uploaded to the clients file and the transit number is 23702.=C2=A0 Best regards, =C2=A0Timon Page General Manager, Ontario Please note my email address has changed: timon.page@theke= y.com Mobile: (437) 223-0841 TheKey.com = On Tue, Jan 28, 2025 at 12:52=E2=80= =AFPM Timon Page &lt; timon.page@thekey.com &gt; wrote: <blockquote class=3D"gma= il_quote" style=3D"margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,2= 04,204);padding-left:1ex"

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