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

From
Amy Catalina <amy.catalina@thekey.com>
To
Ariyan Green <clientservice@thekey.com>
CC
teresa.heit@thekey.com, tt@thekey.com, june.jeune@thekey.com
Date
Tue, 4 Mar 2025 15:46:39 -0600
Folder
INBOX
--000000000000dd00ac062f8b3547 Content-Type: multipart/alternative; boundary="000000000000dd00aa062f8b3545" --000000000000dd00aa062f8b3545 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I got new paperwork signed. I have attached the new docs. Please let me know if 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 [image: TheKey] 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 Catalina > Client Success Manager > amy.catalina@thekey.com > D: (913)-549-7093 > After 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. Thank >> you. >> >> >> Kind Regards, >> *Ariyan Green* >> Finance Onboarding Analyst| TheKey >> Mobile: 855.205.8007 >> >> >> >> >> >> >> On Thu, 27 Feb at 5:17 PM , Ariyan Green >> wrote: >> Good afternoon Teresa, >> >> I am currently reviewing the onboarding documents for our client, >> Marilynn Laddish. I noticed that while the Consent Agreement is signed b= y >> Marilynn, the payment method provided belongs to her spouse, George Ladd= ish. >> >> Could you please obtain updated forms signed by George, as he is listed >> as the Responsible Party on the Consent Agreement? >> >> Thank you for your assistance. If you need any further information, >> please let me know. >> >> Kind Regards, >> *Ariyan Green* >> Finance Onboarding Analyst| TheKey >> Mobile: 855.205.8007 >> >> >> >> >> 1065506:611100 >> > --000000000000dd00aa062f8b3545 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I got new paperwork signed. I have a= ttached the new docs.=C2=A0 Please let me know=C2=A0if you need anything el= se. Thank you Amy Catalina Client Success Manager Please note m= y email has changed: amy.catalina@TheKey.co= m (913) 549-7093 (913) 663-5000 TheKey.com On Thu, Feb 27, = 2025 at 4:34=E2=80=AFPM Amy Catalina &lt;<a href=3D"m

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