Fwd: 165335 Rea Kleeman - FIN-WELCOME CALL - [#1061772]

From
Ariyan Green <clientservice@thekey.com>
To
emily.swackhamer@thekey.com
CC
sarah.tenny@thekey.com, tt@thekey.com
Date
2025-02-24 14:25:43
Folder
INBOX
----==_mimepart_67bc81672742c_1d63fcf24f403d45491839f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Emily, My name is Ariyan Green with the Finance Onboardi= ng team, nice to meet you. I am reviewing the onboarding documents for ou= r client Rea Kleeman and noticed a few issues: 1.) Both the Consent A= greement and Payment Authorization Form have two signatures present. If a= Responsible Party is identified on the Consent Agreement, only the Respo= nsible Party's signature is necessary. Since Susan is signing as the Resp= onsible Party, only Susan's name should be signed on the forms. = 2.) The payment provided on the Payment Authorization Form belongs to = neither the client nor the Responsible Party. We need some form of proof = that Susan Jokerst is an authorized user on the provided account, or we n= eed a new PAF with a payment method that belongs to the Responsible Party= .=C2=A0 We appreciate your understanding as we work to ensure everyth= ing is in order. Please let me know if you have any questions or concerns= . =E2=80=8B Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboar= ding Analyst=C2=A0 Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 ----==_mimepart_67bc81672742c_1d63fcf24f403d45491839f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Emily, My name is Ariyan Green with the Finance Onboarding team= , nice to meet you. I am reviewing the onboarding documents for our clien= t Rea Kleeman and noticed a few issues: 1.) Both the Consent Agreement and Payment Authorization= Form have two signatures present. If a Responsible Party is identified o= n the Consent Agreement, only the Responsible Party's signature is necess= ary. Since Susan is signing as the Responsible Party, only Susan's name s= hould be signed on the forms. 2.) The payment provided on the Payment Authorization Fo= rm belongs to neither the client nor the Responsible Party. We need some = form of proof that Susan Jokerst is an authorized user on the provided ac= count, or we need a new PAF with a payment method that belongs to the Res= ponsible Party.=C2=A0 We app= reciate your understanding as we work to ensure everything is in order. P= lease let me know if you have any questions or concerns. =E2=80=8B Kind Regards,=C2=A0 = Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0= Email: ltci@thekey.com=C2=A0 Ph: 855-2