----==_mimepart_67b508b2b7d17_2363f8ca99dfde41425794c Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sarah, I am writing to follow up on the requested documents for ou= r client Jo Hellinger. Can any updates be provided at this time? Kind= Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0 Em= ail: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 = =C2=A0 = = On Thu, 13 Feb at 10:23 AM , Emily Swackhamer wrote: Good morning, = = I am looping in my CSM, Sarah to help obtain this. We will keep you upda= te with our progress.=C2=A0 = = Thank you! = = Emily = = = = = On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariyan Green wrote: = = = = = Good morning Emily, = = My name is Ariyan Green with the Finance Onboarding team. Happy to meet = you! I am reaching out because I reviewed the Consent Agreement for our c= lient Jo Hellinger and noticed the form is signed by the client's niece, = Kelly Peplinski, with the client's Trust provided as payment. We will nee= d a copy of the Trust to confirm that Kelly is a trustee and authorized t= o sign. If obtaining a copy of the Trust is not feasible, could you pleas= e request a new CCA signed directly by the client? I appreciate your atte= ntion to this matter. = = = = 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_67b508b2b7d17_2363f8ca99dfde41425794c Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sarah, I am writing to foll= ow up on the requested documents for our client Jo Hellinger. Can any upd= ates be provided at this time? 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 Thu, 13 Feb at 10:23 AM , Emily Swackhamer= <emily.swackhamer@thekey.com> wrote: Good morning, I am looping in my CSM, Sarah to help obtain this. We w= ill keep you update with our progress.=C2=A0 Thank you! Emily On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariyan Green < clientservice@thekey.= com > wrote: Good morning Emily, My name is Ariyan Green with the Finance Onboarding team. Happy= to meet you! I am reaching out because I reviewed the Consent Agreement = for our client Jo Hellinger and notice