Re: 167545 Ruth Ann Loar - FIN-WELCOME CALL - PAF needed - [#1109785]

From
Brooke Justiniano <brookej@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
alysce.craig@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
Date
Fri, 23 May 2025 09:23:15 -0400
Folder
INBOX
--000000000000cf57470635cd80e2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Currently the family would like to write paper checks and Alysce is checking on the approval and process. This family is very busy and I have been in constant contact with the daughter and the son who is a physician. He finally called last night to tell me that they will pay with paper check= . -Brooke- On Tue, May 20, 2025 at 3:58=E2=80=AFPM Laurie Simpson wrote: > Hi Brooke, > > > Checking on status of new PAF for Ruth Ann Loar. Did =E2=80=8Beither Mik= e or Jan > send you a new one yet? > > Thank you, > > Laurie Simpson > Finance Onboarding | TheKey > Laurie.Simpson@thekey.com > 855.205.8007 > > On Fri, 16 May at 11:16 AM , Brooke Justiniano > wrote: > THANK YOU! I am so happy to her this- thank you for letting me know!! > -Brooke- > > > On Fri, May 16, 2025 at 9:54=E2=80=AFAM Laurie Simpson > wrote: > >> Hi Brooke, >> >> fyi - spoke with son - He said the 2 caregivers for his Mom are FANTASTI= C >> and you could not have done a better job in finding a caregiver. :) >> >> >> >> Laurie Simpson >> Finance Onboarding | TheKey >> Laurie.Simpson@thekey.com >> 855.205.8007 >> >> On Thu, 15 May at 2:39 PM , Laurie Simpson >> wrote: >> Hi Brooke, >> >> No problem. >> >> Please have either Mike or Jan sign a PAF for their own checking >> account. I know Panda Doc is not real helpful with this. When client >> signs CCA and PAF is another person's checking account, the PAF has to b= e >> pulled out or the signature will automatically sign with wrong signature= . >> >> Can you send just a new PAF, not the whole CCA? >> >> >> >> Laurie Simpson >> Finance Onboarding | TheKey >> Laurie.Simpson@thekey.com >> 855.205.8007 >> >> On Thu, 15 May at 2:19 PM , Brooke Justiniano >> wrote: >> The names in this situation woukd not match as the children are paying >> for the Mothers care. How would this be handled? >> >> -Brooke- >> >> >> 1109785:611100 > --000000000000cf57470635cd80e2 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Currently the family would like to write paper checks= and Alysce is checking on the approval and process. This family is very bu= sy and I have been in constant contact with the daughter and the son who is= a physician. He finally called last night to tell me that they will pay wi= th paper check. -Brooke- On Tue, May 20, 2025 at 3:58=E2=80=AFPM Laurie Simps= on &lt; clientservice@thekey.com= &gt; wrote: = Hi Brooke,=C2=A0 Checking on status of new PAF for Ruth Ann Loar.=C2=A0 Did= =E2=80=8Beither Mike or Jan send you a new one yet? Thank you, Laurie Simpson Finance Onboarding |=C2=A0 TheKey Laurie.Simpson@thekey.com </tbod

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