Re: Fwd: Calgary PAD form.Credit Card Form - [#700533]

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Michael Jervoso <pandadoc-support@thekey.com>
CC
cterlesky@thekey.com, eclark@thekey.com, legal@thekey.com, skoyanagi@homecareassistance.com, ssousa@thekey.com, ssousa@homecareassistance.com, tt@thekey.com
Date
Wed, 15 May 2024 16:08:04 -0700
Folder
INBOX
--0000000000008b67bd0618863123 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Mikko, can you organize a call with Tim and me so we can finalize? Steve Koyanagi Assistant General Counsel * Please note my email has changed: * skoyanagi@thekey.com 650-722-6476 TheKey.com [image: TheKey] On Wed, May 15, 2024 at 3:50=E2=80=AFPM Michael Jervoso wrote: > Hi Tim, > > Apologies for the delayed response. Based on Steve's last email, I believ= e > what he has provided are not the finalized forms yet. I still need the > finalized updated forms (english and french) and I will also need specifi= c > directions on which forms will be consolidated and which forms will have = to > be separated. > > @Steve, can you please clarify if the forms you've provided are the > finalized forms? Can you please clarify: > > There are currently 5 PAD forms: > > - Calgary > - Montreal English > - Montreal French > - Ontario > - Winnipeg > > Moving forward, will there only be 1 PAD across these provinces? Please > note that Calgary had requested some updates specific to their PAD recent= ly > -- Adding a field for (1) Bank Name and (2) Institute Number. It was also > requested to update the day in which the charges are debited from Monday = to > Friday. > > There are currently 5 Credit PAF Forms: > > - Calgary > - Montreal English > - Montreal French > - Ontario > - Vancouver > > You mentioned using the Ontario form for all other provinces outside of > Quebec. Please confirm, there will be one shared Credit PAF form for (1) > Calgary, (2) Ontario and (3) Vancouver and it should be the form currentl= y > being used for Ontario. > =E2=80=8B > Thank you > > > On Tue, 7 May at 12:17 PM , Timothy Thomas wrote: > Hi Michael, > > Can we have a status update on our new payment forms? We've moving to > versapay effective this week which includes the credit card surcharge so = we > need this asap > > Thanks, > Tim > > On Wed, May 1, 2024 at 5:13=E2=80=AFPM Michael Jervoso pandadoc-support@thekey.com> wrote: > >> Hi Steve, >> >> I just wanted to follow up on these. We still have this pending update >> open for the Canada Payment Authorization Forms and Pre-Authorized Debit >> Agreements. >> >> There's now also a separate request to create a new ACH form for clients >> who reside in Canada but are going to be paying via US bank accounts. I'= m >> looping you in to get your approval on the document as well. >> =E2=80=8B >> >> Thank you >> >> >> >> On Wed, 17 Apr at 5:17 PM , Michael Jervoso >> wrote: >> Hi Steve, >> >> I've attached all of the PAD agreements. Please note that Vancouver does >> not currently have one in their folder. >> >> Thank you >> >> >> On Wed, 17 Apr at 12:30 PM , SteveKoyanagi > skoyanagi@homecareassistance.com> wrote: >> Michael, can you also send the PAD agreements in use so I can evaluate >> the best path forward? >> >> > > -- > Tim Thomas > Head of Canada Division > *Please note my email has changed:* > tt@TheKey.com > (514) 5

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