----==_mimepart_67a4d9cc1915e_50a3fda5cd35b785202517 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Alysce, I am following up on my previous email regarding= an updated CCA with George Briner as the Responsible Party, including hi= s signature. I have reviewed the guardianship letter posted to the client= 's Wellsky account; however, the letter does not confirm that Todd Rankin= is an authorized user of George Briner's trust, nor does it indicate tha= t the trust can be used for services provided to Kristina Rankin. Please = advise. Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding A= nalyst=C2=A0 Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: = 813-693-5625 =C2=A0 = = On Tue, 28 Jan at 1:17 PM , Alysce Craig wr= ote: Hello Ariyan, = This=C2=A0client's brother is out of state, he sent in healthcare POA in= stead of Financial POA. We are in contact with him and the guardian to ge= t the correct POA paperwork. Once received it will be uploaded.=C2=A0 = = Thanks,=C2=A0 = Alysce = = = = On Mon, Jan 27, 2025 at 5:29=E2=80=AFPM Ariyan Green w= rote: = = = = = Good afternoon Alysce, = = I am following up per my previous email for an updated CCA with George B= riner listed as the Responsible Party and his signature provided. Please = provide any updates you have at this time. Thank you.=C2=A0 = = 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 Mon, 13 Jan at 9:27 AM , Ariyan Green wrote: = = Good morning Alysce, = = My name is Ariyan Green, and I am with the Finance Onboarding team, work= ing to update client accounts. Nice to meet you! I am reviewing the onboa= rding documents for our client, Kristina Rankin, and have noticed a few i= ssues: 1. The ACH provided on the Consent Agreement does not belong to e= ither the client or the signor. 2. The POA provided is for healthcare pu= rposes only and does not give the agent authority to sign off on someone = else's financial account. We will need an updated CCA with the owner of = the trust, George Briner, listed as the Responsible Party on the form and= George's signature present. We appreciate your understanding as we work = to ensure everything is in order. = = = = = 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_67a4d9cc1915e_50a3fda5cd35b785202517 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Alysce,= I am following up on= my previous email regarding an updated CCA with George Briner as the Res= ponsible Party, including his signature. I have reviewed the guardianship= letter posted to the client's Wellsky account; however, the letter does = not confirm that Todd Rankin is an authorized user of George Briner's tru= st, nor does it ind