----==_mimepart_682743a4601b5_2123f9264a82a2422471947 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Brooke,=C2=A0 fyi - spoke with son - He said the 2 caregivers for = his Mom are FANTASTIC and you could not have done a better job in finding= a caregiver.=C2=A0 :) Laurie Simpson Finance Onboarding |=C2= =A0TheKey Laurie.Simpson@thekey.com 855.205.8007 = = On Thu, 15 May at 2:39 PM , Laurie Simpson = wrote: = = Hi Brooke,=C2=A0 = = No problem. = = Please have either Mike or Jan sign a PAF for their own checking account= . =C2=A0I know Panda Doc is not real helpful with this. =C2=A0When client= signs CCA and PAF is another person's checking account, the PAF has to b= e pulled out or the signature will automatically sign with wrong signatur= e. = = Can you send just a new PAF, not the whole CCA? = = = = = = Laurie Simpson = Finance Onboarding |=C2=A0TheKey = Laurie.Simpson@thekey.com = = 855.205.8007 = = = On Thu, 15 May at 2:19 PM , Brooke Justiniano wrot= e:=C2=A0 The names in this situation woukd not match as the children are = paying for the Mothers care. How would this be handled? -Brooke- = = = = = = = On Thu, May 15, 2025 at 1:45=E2=80=AFPM Laurie Simpson wrote: = = = = Hi Brooke,=C2=A0 = = After auditing Ruth Ann Loar it has been identified that a new PAF is re= quired due to names do not match.=C2=A0 Please obtain new PAF. = Thank you and I appreciate your attention to this matter. = = = = = = = Laurie Simpson = Finance Onboarding |=C2=A0TheKey = Laurie.Simpson@thekey.com = = 855.205.8007 ----==_mimepart_682743a4601b5_2123f9264a82a2422471947 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Brooke,=C2=A0 fyi - spoke with son - He said the 2 caregivers for his = Mom are FANTASTIC and you could not have done a better job in finding a c= aregiver.=C2=A0 :) Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com 855.205.800 7 On Thu, 15 May at 2:39 PM , Laurie Simpson &= lt;clientservice@thekey.com> wrote: Hi Brooke,=C2=A0 No problem. Please have either Mike or Jan sign a PAF for their own = checking account. =C2=A0I know Panda Doc is not real helpful with this. =C2= =A0When client signs CCA and PAF is another pe