Fwd: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]
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- Tue, 22 Jul 2025 19:20:26 +0000
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----==_mimepart_687fe47a1a54a_20c3fca27aa3d14335318e Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorization form = for client Sylvia Priebe a financial Power of Attorney (POA) is required.= If you're are unable to obtain the POA from the signer, a new payment au= thorization will be needed from the individual who provided their bank in= formation. Please Note: Before uploading into ClearCare, please revie= w the CCA and payment authorization to ensure the onboarding forms meet c= ompliance standards. Friendly Reminder to All Offices:=C2=A0Every new cl= ient profile activated in ClearCare is audited to ensure that onboarding = documents meet compliance requirements. This matter cannot be resolved on= our end until all client paperwork is fully compliant. Thank you for you= r assistance! Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0lt= ci@thekey.com PH: 855-205-8007=C2=A0 Fax: 813-693-5625 ----==_mimepart_687fe47a1a54a_20c3fca27aa3d14335318e Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorization form for= client Sylvia Priebe a financial Power of Attorney (POA) is required. If= you're are unable to obtain the POA from the signer, a new payment autho= rization will be needed from the individual who provided their bank infor= mation. Please Note: Before uploading into ClearCare, please rev= iew the CCA and payment authorization to ensure the onboarding forms meet= compliance standards. Friendly Reminder to All Offices:=C2=A0 Every= new client profile activated in ClearCare is audited to ensure that onbo= arding documents meet compliance requirements. This matter cannot be reso= lved on our end until all client paperwork is fully compliant. Thank you = for your assistance! Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0 ltci@thekey.com PH: 855-205-8007 =C2= =A0 Fax: 813-693-5625 1147990:611100 = ----==_mimepart_687fe47a1a54a_20c3fca27aa3d14335318e--
Thread (4)
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Tue, 22 Jul 2025 12:27:59 -0700
Shellie Lim
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Tue, 22 Jul 2025 16:57:54 -0700
Shellie Lim
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Tue, 22 Jul 2025 16:57:54 -0700
Shellie Lim
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Wed, 23 Jul 2025 11:56:51 -0700
Shellie Lim