Fwd: LTC SOC: 169180 Ralph Johnson - [#1148233]

From
Ariyan Green <ltci@thekey.com>
To
dmockenhaupt@thekey.com
CC
malin.maleegrai@thekey.com, tt@thekey.com
Date
Wed, 30 Jul 2025 13:28:53 +0000
Folder
INBOX
----==_mimepart_688a1e152aef6_67c3ff4ecad7df4618794c1 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Diane, I hope you are well. I am reviewing the onboarding document= s for our client, Ralph Johnson, and noticed that the payment method prov= ided on the CCA belongs to the client; however, the form is signed by the= client's spouse Lois Johnson. We will need a financial or durable POA or= a voided check that shows Lois is an authorized user on the account. If = obtaining the POA or a voided check is not feasible, could you please req= uest a new CCA signed directly by the client? We appreciate your underst= anding as we work to ensure everything is in order. Please let me know if= you have any questions or concerns. Kind Regards,=C2=A0 Ariya= n Green Finance Onboarding Analyst|=C2=A0TheKey Mobile: 855.205.8007 ----==_mimepart_688a1e152aef6_67c3ff4ecad7df4618794c1 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Diane, I hope you are well. I am reviewing the onboarding docum= ents for our client, Ralph Johnson, and noticed that the payment method p= rovided on the CCA belongs to the client; however, the form is signed by = the client's spouse Lois Johnson. We will need a financial or durable POA= or a voided check that shows Lois is an authorized user on the account. = If obtaining the POA or a voided check is not feasible, could you please = request a new CCA signed directly by the client? We appreciate you= r understanding as we work to ensure everything is in order. Please let m= e know if you have any questions or concerns. Kind Regards,=C2=A0 = Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey Mobile: 855.205.8007

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