Fwd: 163443 Lena Pauchuk Zozula - FIN-WELCOME CALL - [#1010381]

From
Ariyan Green <ltci@thekey.com>
To
ccartwright@thekey.com
CC
tt@thekey.com
Date
Tue, 10 Dec 2024 22:19:08 +0000
Folder
INBOX
----==_mimepart_6758be5c5ccae_1fc3f8e337586bc874306ab Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Cheryl, I am following up on my previous email regarding proof tha= t Leanna Zozula is an authorized user on our client's PAD account. I woul= d appreciate any updates you can provide at this time. Thank you. Kin= d Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0 E= mail: 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 wrote: = = =E2=80=8BHello Cheryl, = = I am reviewing the onboarding documents for this client and it has come = to my attention that the Consent Agreement and PAD Agreement were signed = by our client's granddaughter Leanna Zozula however the payment method pr= ovided belongs to our client. We must have something in writing that show= s 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 necessar= y documentation. Do not hesitate to reach out if you have any questions o= r 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 ----==_mimepart_6758be5c5ccae_1fc3f8e337586bc874306ab Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Cheryl, I am following up on= my previous email regarding proof that Leanna Zozula is an authorized us= er on our client's PAD account. I would appreciate any updates you can pr= ovide 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 &lt= ;ltci@thekey.com&gt; wrote: =E2=80=8BHello Cheryl, I am reviewing the onboarding documents for this client = and it has come to my attention that the Consent Agreement and PAD Agreem= ent were signed by our client's granddaughter Leanna Zozula however the p= ayment method provided belongs to our client. We must have something in w= riting 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 gat= her the necessary documentation. Do not hesitate to reach out if you have= any questions 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 1010381:611100 = ----==_mimepart_6758be5c5ccae_1fc3f8e337586bc874306ab--

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