----==_mimepart_675af61faf0d_1c53fc1546db26c955825d Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thanks everyone for your help on this one. You are all appreciated!=C2=A0= Best regards,=C2=A0 Tom Patterson Finance Onboarding Analy= st 2 Please note my email has changed: tpatterson@thekey.com PH (855) 20= 5-8007 FAX (813) 693-5625 EMAIL: LTCI@thekey.com TheKey.com = = On Tue, 10 Dec at 10:32 AM , Malin Maleegrai wrote: = Hi Tom,=C2=A0 = = Sorry about the delay with this request.=C2=A0 Both POA for healthcare a= nd property have been uploaded in Ella Stubel's Wellsky chart.=C2=A0 = = Thank you,=C2=A0 = Malin=C2=A0 = = = Malin Maleegrai, LCSW Client Success Manager=C2=A0 malin.maleegrai@theke= y.com = 847-853-7777 = = = = = = = = = On Tue, Dec 10, 2024 at 9:03=E2=80=AFAM Tom Patterson = wrote: = = = = = Hi Malin,=C2=A0 = = I wanted to touch base with you to confirm if you have a status update r= egarding obtaining a Financial POA from Doug for Ella?=C2=A0 = = Please let me know if you have any questions.=C2=A0 = = Best regards,=C2=A0 = Tom Patterson Finance Onboarding Analyst 2 Please note my email has chan= ged: tpatterson@thekey.com PH (855) 205-8007 FAX (813) 693-5625 = EMAIL: LTCI@thekey.com TheKey.com = = = = = On Fri, 6 Dec at 10:21 AM , Diane Mockenhaupt wrote: Malin, = Since Doug has scheduled another ride for Ella can we get a Financial PO= A from him so that we know he is authorized to sign for her credit card t= ransaction.=C2=A0 = = Thanks, = Diane = = = = On Fri, Dec 6, 2024 at 9:13=E2=80=AFAM Jeannie Ortiz w= rote: = = = = Good Day, = = We have not heard anything back regarding the documentation for POA pape= rwork or anything that states Doug is also an account holder on this card= .=C2=A0 Allowing someone other than the authorized account holder to sign= can lead to several risks for our company, including: = = = = Unauthorized Transactions: Payments signed by an unauthorized party may b= e contested or reversed, leading to financial and operational setbacks. = = Compliance Issues: Regulatory requirements often mandate that only author= ized account holders approve transactions. Deviating from this standard c= an result in non-compliance penalties. = = Liability Risks: In the event of disputes, the company could face legal c= hallenges, reputational damage, or loss of customer trust. = = To prevent these complications, it is essential that we verify the accou= nt holder=E2=80=99s identity and authorization before accepting any payme= nt forms. I appreciate your attention to this matter as we work to safegu= ard our processes and uphold compliance standards. = = If we cannot obtain a new form, an email from the client directly statin= g that we are authorized to charge her card, which we can keep on file, w= ill suffice. = = Please let me know if you have any questions or need further clarificati= on. = = Thank You,=C2=A0 Jeannie Ortiz = Finance Onboarding & Experience Manager = = jeannie.ortiz@t