Fwd: 167793 Leah Mullen - FIN-WELCOME CALL - [#1116672]

From
TheKey Support <itsupport@thekey.com>
To
timon.page@thekey.com
CC
kristal.parris@thekey.com, tt@thekey.com
Date
2025-05-30 12:16:48
Folder
INBOX
------=_Part_981180_384771780.1748607408249 Content-Type: multipart/alternative; boundary="----=_Part_981181_1441728124.1748607408249" ------=_Part_981181_1441728124.1748607408249 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 7bit ------=_Part_981181_1441728124.1748607408249 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day! I'm reaching out regarding client Leah Mullen's onboarding documents. = The payment authorization form is incomplete, as the signature appears to b= e an email address, and it seems the client did not sign it. Please follow = up with the client to address this matter, ensuring that Leah is the one si= gning since she provided her bank information. If she is unable to sign, pl= ease make sure we obtain a financial POA. Friendly reminder: Before uploading to WellSky, please rev= iew the CCA and PAF to confirm that all client paperwork is in compliance. = Thank you! Ereaunah Thomas=C2=A0 Email:=C2=A0 ltci@thekey.com PH: 855-205-8007 =C2=A0= Fax: 813-693-5625= 1116672:611100 ------=_Part_981181_1441728124.1748607408249-- ------=_Part_981180_384771780.1748607408249--

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