Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]

From
Shellie Lim <shellie.lim@thekey.com>
To
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
CC
sspeirs@thekey.com, tt@thekey.com
Date
Wed, 23 Jul 2025 11:56:51 -0700
Folder
INBOX
--00000000000035f98d063a9d467d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello This client's POA information has been uploaded in the client's file now. Please let me know if you need anything further. Kind regards Shellie On Tue, Jul 22, 2025 at 12:20=E2=80=AFPM Erea=E2=80=99unah Thomas wrote: > Good Day! > > 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 authorization wil= l > be needed from the individual who provided their bank information. > > *Please Note:* Before uploading into ClearCare, please review the CCA and > payment authorization to ensure the onboarding forms meet compliance > standards. > *Friendly Reminder to All Offices: *Every new client 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 your assistance! > > Kind Regards, > > *Ereaunah Thomas * > *Email: *ltci@thekey.com > *PH:* 855-205-8007 > *Fax:* 813-693-5625 > > 1147990:611100 > --=20 *Shellie Lim RN BSN MA* *Client Success Manager * *Mobile: 604 318-6201* *Direct: 778-403-7391 ext : 1530006* *Office:* 778-279-3634 Email: shellie.lim@thekey.com [image: TheKey] --00000000000035f98d063a9d467d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello This client&#39;s POA information has been uploa= ded in the client&#39;s file now. Please let me know if you need anything f= urther.=C2=A0 Kind regards Shellie On Tue, Jul 22, 2025 at 12:20=E2=80=AFPM Erea=E2=80=99unah Thomas &l= t; clientservice@thekey.com &= gt; wrote: Good Day!=C2=A0 Following an audit of the payment authorization form for c= lient Sylvia Priebe a financial Power of Attorney (POA) is required. If you= &#39;re are unable to obtain the POA from the signer, a new payment authori= zation will be needed from the individual who provided their bank informati= on. Please Note: Before uploading into ClearCare, please revie= w the CCA and payment authorization to ensure the onboarding forms meet com= pliance standards. Friendly Reminder to All Offices:=C2=A0 Every n= ew client profile activated in ClearCare is audited to ensure that onboardi= ng documents meet compliance requirements. This matter cannot be resolved o= n 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 -- Shellie Lim RN BSN MA Client Success Manager=C2=A0 <= font color=3

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