This is a multipart message in MIME format. ------=_NextPart_000_0266_01DA2C12.9D711BC0 Content-Type: multipart/related; boundary="----=_NextPart_001_0267_01DA2C12.9D711BC0" ------=_NextPart_001_0267_01DA2C12.9D711BC0 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0268_01DA2C12.9D711BC0" ------=_NextPart_002_0268_01DA2C12.9D711BC0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable =20 =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 Thanks, Lito! =20 =20 Hi Steve- Can we get your blessing on these? I am not sure if we have a formal = approval policy in place but would appreciate you giving the green light = on these before we engage other folks for updates to Pandadoc, etc.=20 =20 =20 From: Lito Delapena =20 Sent: Friday, December 8, 2023 1:26 PM To: Timothy Thomas Cc: Steve Koyanagi ; eclark@thekey.com; Alyson = Rohane Subject: Re: Calgary/Winnipeg Client Consent Agreements Changes =20 Hi Tim Updated the English and French PAF for Montreal and have included a = general CAD Credit card PAF that can be used for all other locations = where a client opts to use a CC vs PAD Please let me know if there is anything else I can assist with. Thank you, Lito Delapena=20 Help Desk Manager Please note my email has changed:=20 = lito.delapena@thekey.com=20 619-722-8561 Ext. 190013=20 =09 TheKey.com=20 =20 =20 =20 On Wed, Dec 6, 2023 at 11:03=E2=80=AFAM Timothy Thomas > wrote: Hi Lito, =20 Thank you for this. Please note that for Montreal (Quebec), we cannot = apply the 2.7% credit card fee as per provincial law. =20 @Steve Koyanagi to your point in the = other thread can we use a single PAF form for all of Canada (minus = Montreal)? I see no mention of the local entities on the form. If yes = then I prefer the Vancouver format.=20 =20 If the above is ok, we would need a stand alone credit card form in = English and French without the fee language for Montreal which would = only be used for clients who refuse PAD. =20 I hope that makes sense. Thanks Tim =20 =20 =20 =20 On Wed, Dec 6, 2023 at 12:11=E2=80=AFPM Lito Delapena = > wrote: HI Team, I have updated the CC PAF template for our CAD clients to include the = 2.7% Surcharge Verbiage. @Timothy Thomas I = noticed that the forms did not include American Express as one of the = Credit Card Options, should this be added be added? I have also updated = the French version of the Montreal PAF, if you can please review and let = me know if adjustments are needed. =20 Thank you, Lito Delapena=20 Help Desk Manager Please note my email has changed:=20 = lito.delapena@thekey.com=20 619-722-8561 Ext. 190013=20 =09 TheKey.com=20 =20 =20 =20 On Wed, Dec 6, 2023 at 8:49=E2=80=AFAM Steve Koyanagi = > wrote: Sounds good; feel free to reach out to me as needed. =20 On Wed, Dec 6, 2023 at 5:41=E2=80=AFAM > wrote: Hi Steve =20 Thank you for your help with this! =20 Lito runs our Billing Help Desk and is working on this f