Fwd: 164446 Fred Brown - FIN-WELCOME CALL - [#1039798]

From
Ariyan Green <clientservice@thekey.com>
To
timon.page@thekey.com
CC
amanda.ilines1@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 18 Feb 2025 15:01:55 +0000
Folder
INBOX
----==_mimepart_67b4a0e3a5214_2173f95d6651a34107163b9 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Timon, Thank you for confirming. Please reach out to Deborah to ob= tain a copy of Jean Margaret Brown's death certificate and upload it to C= learcare. Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding= Analyst=C2=A0 Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax= : 813-693-5625 =C2=A0 = = On Tue, 11 Feb at 12:04 PM , Timon Page wrote:= = = Hi Ariyan = = Jean Margaret Brown has passed away. He lives with Joan Harris who has a= separate=C2=A0POA.=C2=A0 = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = = On Mon, Feb 10, 2025 at 3:15=E2=80=AFPM Ariyan Green wrote: = = = = = Hello Timon, = = Thank you for your response. I noticed in the document provided that Deb= orah is listed as a successor agent and only becomes the agent if the pri= mary agent, Jean Margaret Brown, passes away, becomes incapacitated, or r= esigns. Do you have any documentation that supports one of these instance= s occurring for Deborah to be the agent? = = = = = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 = = =C2=A0 = = = = On Fri, 7 Feb at 4:04 PM , Timon Page wrote:= = Hi Ariyan = = POA documentation has been uploaded to the clients' profile. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Mon, Feb 3, 2025 at 4:47=E2=80=AFPM Ariyan Green wrote: = = = = = Good afternoon Timon, = = I am following up for updates on the POA document for our client Fred Br= own. I would appreciate any updates you have at this time. Thank you. = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 = = =C2=A0 ----==_mimepart_67b4a0e3a5214_2173f95d6651a34107163b9 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Timon, Thank you for confir= ming. Please reach out to Deborah to obtain a copy of Jean Margaret Brown= 's death certificate and upload it to Clearcare. Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0= Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 On Tue, 11 Feb at 12:04 PM , Timon Page &lt;t= imon.page@thekey.com&gt; wrote: Hi Ariyan Jean Margaret Brown has passed away. He lives with Joan Harris who h= as a separate=C2=A0POA.=C2=A0 <table width=3D"350" border=3D"0" cellspacing=