--000000000000c51eeb062cc83596 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Ariyan, This client's brother is out of state, he sent in healthcare POA instead of Financial POA. We are in contact with him and the guardian to get the correct POA paperwork. Once received it will be uploaded. Thanks, Alysce On Mon, Jan 27, 2025 at 5:29=E2=80=AFPM Ariyan Green wrot= e: > Good afternoon Alysce, > > I am following up per my previous email for an updated CCA with George > Briner listed as the Responsible Party and his signature provided. Please > provide any updates you have 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 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, > working to update client accounts. Nice to meet you! I am reviewing the > onboarding documents for our client, Kristina Rankin, and have noticed a > few issues: > > 1. The ACH provided on the Consent Agreement does not belong to either th= e > client or the signor. > > 2. The POA provided is for healthcare purposes 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 presen= t. > We appreciate your understanding as we work to ensure everything is in > order. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > > 1036348:611100 > --000000000000c51eeb062cc83596 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Ariyan, This=C2=A0client's br= other is out of state, he sent in healthcare POA instead of Financial POA. = We are in contact with him and the guardian to get the correct POA paperwor= k. 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 < ltci@t= hekey.com > wrote: Good afternoon Alysce, I am following up per my = previous email for an updated CCA with George Briner listed as the Responsi= ble Party and his signature provided. Please provide any updates you have a= t 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 < ltci@thekey.com > wrote: Good morning Alysce, My name is Ariyan Green, and I am with the Finance Onboard= ing team, working to update client accounts. Nice to meet you! I am reviewi= ng the onboarding documents for our client, Kristina Rankin, and have notic= ed a few issues: 1. The ACH provided on the Consent Agreement does n= ot belong to either the client or the signor.