URGENT 167447 Winifred Lemmie

From
Client Service <clientservice@thekey.com>
To
sarah.tenny@thekey.com, emily.swackhamer@thekey.com, tt@thekey.com
Date
Wed, 21 May 2025 17:54:38 +0000 (UTC)
Folder
INBOX
------=_Part_3965395_1025215163.1747850078928 Content-Type: multipart/alternative; boundary="----=_Part_3965396_634509307.1747850078928" ------=_Part_3965396_634509307.1747850078928 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Fast follow to my previous email. After connecting with the billing helpdes= k, Kevin sent in a copy of a check after the payment failed and we can see = he is listed on the account as well so we are good to go. Thanks! DeAnna Br= own Finance Onboarding Analyst III | TheKey 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, 21 May at 1:54 PM , = Emily Swackhamer&ltemily.swackhamer@thekey.com> wrote: Sarah, Can you pleas= e follow up on this with the family? Let me know if I can help. Thank you! = On Wed, May 21, 2025 at 12:51=E2=80=AFPM Client Service wrote: Hello, I am following up on my previous email. Upon auditing= this client's profile, I noticed that the person whose payment information= was provided on the PAF is not the person who signed the document. In orde= r to be compliant with our legal and payment processing policies, we will n= eed to obtain a PAF that has the signature of the person whose payment info= rmation is provided, authorizing us to charge their account. Alternatively,= we will need proof that the signer is authorized to use the provided payme= nt information. This can be verified by having the signer listed on the acc= ount (e.g., by providing a voided check) or by submitting a copy of a POA g= ranting the signer authority to use the payment information. Without formal= documentation verifying this authorization, we will be in violation of PCI= compliance standards. This exposes us to potential security risks and leav= es us vulnerable if the client decides to dispute any charges. Without proo= f of authorization, we would be unable to properly defend against such clai= ms, which could result in significant legal and financial consequences. Ple= ase let me know if you have any questions or need further clarification. Th= ank you! DeAnna Brown Finance Onboarding Analyst III | TheKey ltci@thekey.c= om Long Term Care Insurance Customer Service - (855)-205-8007 Long Term Car= e Insurance Fax - (813) 693-5625 Billing@thekey.com 866-226-1702 On Thu, 15= May at 3:59 PM , Client Service&ltclientservice@thekey.com&gt wrote: Hello= , Upon auditing this client's profile, I noticed that the person whose paym= ent information was provided on the PAF is not the person who signed the do= cument. In order to be compliant with our legal and payment processing poli= cies, we will need to obtain a PAF that has the signature of the person who= se payment information is provided, authorizing us to charge their account.= Alternatively, we will need proof that the signer is authorized to use the= provided payment information. This can be verified by having the signer li=

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