--000000000000cc5aaa0629016cfa Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, I will follow up with the client. Cheryl On Tue, Dec 10, 2024 at 6:19=E2=80=AFPM Ariyan Green wrot= e: > Hi Cheryl, > > I am following up on my previous email regarding proof that Leanna Zozula > is an authorized user on our client's PAD account. I would appreciate any > updates you can provide at this time. Thank you. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Thu, 5 Dec at 9:16 PM , Ariyan Green wrote: > =E2=80=8BHello Cheryl, > > I am reviewing the onboarding documents for this client and it has come t= o > my attention that the Consent Agreement and PAD Agreement were signed by > our client's granddaughter Leanna Zozula however the payment method > provided belongs to our client. We must have something in writing that > shows Leanna is an authorized user on the account, or updated forms with > the client's signature. Please reach out to the client to gather the > necessary documentation. Do not hesitate to reach out if you have any > questions or concerns. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > > 1010381:611100 > --000000000000cc5aaa0629016cfa Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, I will follow up with the= client.=C2=A0 Cheryl=C2=A0 On Tue, Dec 10, 2024 at 6:19=E2=80=AFPM Ariyan Green < ltci@thekey.com > wrote: Hi Cheryl, I am following up on my p= revious email regarding proof that Leanna Zozula is an authorized user on o= ur client's PAD account. I would appreciate any updates you can provide= at this time. Thank you. 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 Thu, 5 Dec at 9:16 PM , Ariyan Green < ltci@thekey.com > wrote: =E2=80=8BHello Cheryl, I am reviewing the onboarding documents for this client an= d it has come to my attention that the Consent Agreement and PAD Agreement = were signed by our client's granddaughter Leanna Zozula however the pay= ment method provided belongs to our client. We must have something in writi= ng that shows Leanna is an authorized user on the account, or updated forms= with the client's signature. Please reach out to the client to gather = the necessary documentation. Do not hesitate to reach out if you have any q= uestions or concerns. 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