--000000000000ca1282062df19f54 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, Trust paperwork has been uploaded. Thanks, Alysce On Mon, Feb 10, 2025 at 2:48=E2=80=AFPM Ariyan Green wrot= e: > Hello Alysce, > > Thank you for your response. The guardianship paperwork confirms that Tod= d > Rankin is authorized to sign on the client's behalf. However, the trust > provided is not in the client=E2=80=99s or the Guardian's name=E2=80=94it= is under the name > George Briner. We do not have any documentation confirming that Todd Rank= in > is an authorized user of George Briner's trust, nor have we confirmed tha= t > the trust can be used for services provided to Kristina Rankin. Please le= t > me know if you have any further questions. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Mon, 10 Feb at 2:11 PM , Alysce Craig wrote: > Hello, > > Todd is trying to locate Trust paperwork and will send it over once he > does. We thought that POA and guardianship paperwork would suffice. > > Thanks, > Alysce > > On Thu, Feb 6, 2025 at 10:48=E2=80=AFAM Ariyan Green wr= ote: > >> Good morning Alysce, >> >> I am following up on my previous email regarding an updated CCA with >> George Briner as the Responsible Party, including his signature. I have >> reviewed the guardianship letter posted to the client's Wellsky account; >> however, the letter does not confirm that Todd Rankin is an authorized u= ser >> of George Briner's trust, nor does it indicate that the trust can be use= d >> for services provided to Kristina Rankin. Please advise. >> >> Kind Regards, >> Ariyan Green >> Finance Onboarding Analyst >> Email: ltci@thekey.com >> Ph: 855-205-8007 >> Fax: 813-693-5625 >> >> >> >> On Tue, 28 Jan at 1:17 PM , Alysce Craig >> wrote: >> 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 w= rote: >> >>> 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. Plea= se >>> 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 >>> >>> >>> >>> >> > 1036348:611100 > --000000000000ca1282062df19f54 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, Trust paperwork has been uploaded. Thanks, Alysce On Mon, Feb 10, 2025= at 2:48=E2=80=AFPM Ariyan Green < ltc= i@thekey.com > wrote: Hello Alysce, Thank you for your response. The = guardianship paperwork confirms that Todd Rankin is authorized