Re: 163823 Mair Williams - FIN-WELCOME CALL - [#1022092]

From
Laurie Simpson <ltci@thekey.com>
To
mlicoudis@thekey.com
CC
ccartwright@thekey.com, mlicoudis@thekey.com, joey.taylor@thekey.com, tt@thekey.com, michelle.hudgins@thekey.com, jeannie.ortiz@thekey.com, ccartwright@homecareassistance.com
Date
Fri, 14 Feb 2025 19:37:36 +0000
Folder
INBOX
----==_mimepart_67af9b8041b58_2dc3fa5f868a16823324381 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Cheryl, Thank you so much!!! Thank you, Laurie= =C2=A0 Laurie Simpson TheKey, In Home Care for Seniors ltci@thekey.= com Long Term Care Insurance Customer Service - (855)-205-8007 Long Ter= m Care Insurance Fax - (813) 693-5625 Finance Customer Service - (866) 2= 26-1702 TheKey.com Notice: This e-mail transmission may contain in= formation that is proprietary, privileged and/or confidential and is inte= nded exclusively for the person(s) to whom it is addressed. This message = may also contain Protected Health Information (PHI) and must be treated c= onfidentially and handled in accordance with HIPAA and other federal and = state privacy laws. Any use, copying, retention or disclosure by any pers= on other than the intended recipient or the intended recipient's designee= s is strictly prohibited. If you are not the intended recipient or their = designee, please notify the sender immediately and delete this e-mail (an= d any accompanying attachments). = = On Fri, 14 Feb at 12:50 PM , CherylCartwright wrote: Attached the new document. = = = On Fri, Feb 14, 2025 at 1:25=E2=80=AFPM Cheryl Cartwright wrote: = = = We reached out the client's daughter right away. She originally said she= was dropping off the POA so we were waiting. She has now said she will u= se her own bank account and so I sent the new forms. Just waiting=C2=A0fo= r them to come back.=C2=A0 = = = = On Fri, Feb 14, 2025 at 1:18=E2=80=AFPM Laurie Simpson = wrote: = = = = = Hi there, = = 2nd Request - =C2=A0Please obtain Financial POA for signer Joanna Vertah= uy. = = = = = = Thank you, = Laurie=C2=A0 = Laurie Simpson = TheKey, In Home Care for Seniors = = ltci@thekey.com = Long Term Care Insurance Customer Service - (855)-205-8007 = Long Term Care Insurance Fax - (813) 693-5625 = Finance Customer Service - (866) 226-1702 = = = TheKey.com Notice: This e-mail transmission may contain information that= is proprietary, privileged and/or confidential and is intended exclusive= ly for the person(s) to whom it is addressed. This message may also conta= in Protected Health Information (PHI) and must be treated confidentially = and handled in accordance with HIPAA and other federal and state privacy = laws. Any use, copying, retention or disclosure by any person other than = the intended recipient or the intended recipient's designees is strictly = prohibited. If you are not the intended recipient or their designee, plea= se notify the sender immediately and delete this e-mail (and any accompan= ying attachments). = = = On Tue, 11 Feb at 2:22 PM , Laurie Simpson wrote:=C2=A0= = = Hi Maria,=C2=A0 = After auditing new client 163823 Mair Williams, we noticed that the PAF = and CCA were not signed by client.=C2=A0 Please obtain Financial POA for = signer Joanna Vertahuy. = = = If obtaining the Financial POA isn=E2=80=99t feasible, could you please r= equest a