--000000000000b74450063152c5f1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning Alejandro Financial POA for is now uploaded to the clients' profile page in CC. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Mon, Mar 24, 2025 at 12:59=E2=80=AFPM Alejandro Aponte wrote: > Hello again, > > Just touching base here, are you able to please provide an updates on the > documents we are still needing? The POA documents uploaded are not for > Financial POA. > > > We audited this new Waterloo client and discovered Orlando signed the > payment authorization form, but Angelo's banking information was provided= . > The POA we have on file does not state that Orlando has the authority to > give us the clients banking information. Are you able to please assist wi= th > one of the below options? > > 1.) POA paperwork that shows Orlando can legally provided us with the > clients banking information - (Financial POA.) > > 2.) Proof showing Orlando is an authorized user on the bank account - > (Voided check with both Angelo's and Orlando's name at the top left, > account statement, ect.) > > 3.) Secure an updated payment authorization form with Angelo's signature. > > > ltci@thekey.com > Long Term Care Insurance Customer Service - (855)-205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > *Billing@thekey.com * > *866-226-1702* > > > > > On Wed, 19 Mar at 9:24 AM , Alejandro Aponte > wrote: > Thank you Timon, > > I reviewed the POA uploaded on 3/10, however, this POA is only for > Personal Care decisions. The powers granted to Orlando do not state that > Orlando can provide us with the clients payment information. Does Orlando > possibly have a financial POA, and can provide us with that paperwork? > > There is a clause that if Orlando was to pay out of pocket, they could be > reimbursed by the clients estate. But the payment information belongs to > the client. > > > > > > > > > ltci@thekey.com > Long Term Care Insurance Customer Service - (855)-205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > *Billing@thekey.com * > *866-226-1702* > > > > > On Wed, 19 Mar at 9:18 AM , Timon Page wrote: > Hi Alejandro > > Yes, POA documentation has been uploaded. > > Best regards, > * Timon Page * > General Manager, Ontario > *Please note my email address has changed:* > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.com > > > > On Tue, Mar 18, 2025 at 2:16=E2=80=AFPM Alejandro Aponte > wrote: > >> Hello again, >> >> Just touching base here, are you able to please provide an update on the >> paperwork correction we are still needing? >> >> We audited this new Waterloo client and discovered Orlando signed the >> payment authorization form, but Angelo's banking information was provide= d. >> The POA we have on file does not state that Orlando has the authority to >> give us the clients banking infor