--000000000000b2d4a0062dce799e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, Todd is trying to locate Trust paperwork and will send it over once he does. We thought that POA and guardianship paperwork would suffice. Thanks, Alysce On Thu, Feb 6, 2025 at 10:48=E2=80=AFAM Ariyan Green wrot= e: > Good morning Alysce, > > I am following up on my previous email regarding an updated CCA with > George Briner as the Responsible Party, including his signature. I have > reviewed the guardianship letter posted to the client's Wellsky account; > however, the letter does not confirm that Todd Rankin is an authorized us= er > of George Briner's trust, nor does it indicate that the trust can be used > for services provided to Kristina Rankin. Please advise. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Tue, 28 Jan at 1:17 PM , Alysce Craig wrote: > Hello Ariyan, > > This client's brother is out of state, he sent in healthcare POA instead > of Financial POA. We are in contact with him and the guardian to get the > correct POA paperwork. Once received it will be uploaded. > > Thanks, > Alysce > > On Mon, Jan 27, 2025 at 5:29=E2=80=AFPM Ariyan Green wr= ote: > >> Good afternoon Alysce, >> >> I am following up per my previous email for an updated CCA with George >> Briner listed as the Responsible Party and his signature provided. Pleas= e >> provide any updates you have 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 Mon, 13 Jan at 9:27 AM , Ariyan Green wrote: >> Good morning Alysce, >> >> My name is Ariyan Green, and I am with the Finance Onboarding team, >> working to update client accounts. Nice to meet you! I am reviewing the >> onboarding documents for our client, Kristina Rankin, and have noticed a >> few issues: >> >> 1. The ACH provided on the Consent Agreement does not belong to either >> the client or the signor. >> >> 2. The POA provided is for healthcare purposes only and does not give th= e >> agent authority to sign off on someone else's financial account. >> >> We will need an updated CCA with the owner of the trust, George Briner, >> listed as the Responsible Party on the form and George's signature prese= nt. >> We appreciate your understanding as we work to ensure everything is in >> order. >> >> Kind Regards, >> Ariyan Green >> Finance Onboarding Analyst >> Email: ltci@thekey.com >> Ph: 855-205-8007 >> Fax: 813-693-5625 >> >> >> >> >> > 1036348:611100 > --000000000000b2d4a0062dce799e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, Todd is trying to locate Trust p= aperwork and will send it over once he does. We thought that POA and guardi= anship=C2=A0paperwork would suffice.=C2=A0 Thanks,= =C2=A0 Alysce On Thu, Feb 6, 2025 at 1= 0:48=E2=80=AF