----==_mimepart_67aa57f04548b_4693fd584245e483162746 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Alysce, Thank you for your response. The guardianship paperwork= confirms that Todd Rankin is authorized to sign on the client's behalf. = However, the trust provided is not in the client=E2=80=99s or the Guardia= n's name=E2=80=94it is under the name George Briner. We do not have any d= ocumentation confirming that Todd Rankin is an authorized user of George = Briner's trust, nor have we confirmed that the trust can be used for serv= ices provided to Kristina Rankin. Please let me know if you have any furt= her questions.=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, 10 Feb at 2:11 PM , Alysce Craig wr= ote: Hello, = Todd is trying to locate Trust paperwork and will send it over once he d= oes. We thought that POA and guardianship=C2=A0paperwork would suffice.=C2= =A0 = = Thanks,=C2=A0 = Alysce = = = = On Thu, Feb 6, 2025 at 10:48=E2=80=AFAM Ariyan Green w= rote: = = = = = Good morning Alysce, = = I am following up on my previous email regarding an updated CCA with Geo= rge Briner as the Responsible Party, including his signature. I have revi= ewed the guardianship letter posted to the client's Wellsky account; howe= ver, the letter does not confirm that Todd Rankin is an authorized user o= f George Briner's trust, nor does it indicate that the trust can be used = for services provided to Kristina Rankin. Please advise. = = 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 Tue, 28 Jan at 1:17 PM , Alysce Craig wr= ote: Hello Ariyan, = This=C2=A0client's brother is out of state, he sent in healthcare POA in= stead of Financial POA. We are in contact with him and the guardian to ge= t the correct POA paperwork. 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 w= rote: = = = = = Good afternoon Alysce, = = I am following up per my previous email for an updated CCA with George B= riner listed as the Responsible Party and his signature provided. Please = provide any updates you have at 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 ----==_mimepart_67aa57f04548b_4693fd584245e483162746 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Alysce, = Thank you for your r= esponse. The guardianship paperwork confirms that Todd Rankin is authoriz= ed 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