Re: Fwd: Calgary PAD form.Credit Card Form - [#700533]

From
Michael Jervoso <pandadoc-support@thekey.com>
To
cterlesky@thekey.com
CC
ssousa@thekey.com, tt@thekey.com, cterlesky@thekey.com, ssousa@homecareassistance.com, legal@thekey.com, skoyanagi@homecareassistance.com, skoyanagi@thekey.com, eclark@thekey.com
Date
Wed, 15 May 2024 22:50:03 +0000
Folder
INBOX
----==_mimepart_66453c1b49179_1cb3fb3160782e0203919b7 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Tim,=C2=A0 Apologies for the delayed response. Based on Steve's la= st email, I believe what he has provided are not the finalized forms yet.= I still need the finalized updated forms (english and french) and I will= also need specific directions on which forms will be consolidated and wh= ich forms will have to be separated. @Steve, can you please clarify i= f the forms you've provided are the finalized forms? Can you please clari= fy: There are currently 5 PAD forms: Calgary Montreal English = Montreal French Ontario Winnipeg Moving forward, will there on= ly be 1 PAD across these provinces? Please note that Calgary had requeste= d some updates specific to their PAD recently -- Adding a field for (1) B= ank Name and (2) Institute Number. It was also requested to update the da= y in which the charges are debited from Monday to Friday. There are c= urrently 5 Credit PAF Forms: Calgary Montreal English Montreal French= Ontario Vancouver You mentioned using the Ontario form for all other= provinces outside of Quebec. Please confirm, there will be one shared Cr= edit PAF form for (1) Calgary, (2) Ontario and (3) Vancouver and it shoul= d be the form currently being used for Ontario. =E2=80=8B Thank you = = = On Tue, 7 May at 12:17 PM , Timothy Thomas wrote: Hi Michael, = Can we have a status update on our new payment forms? We've moving to ve= rsapay effective this week which includes the credit card surcharge=C2=A0= so we need this asap = = Thanks, = Tim = = = = On Wed, May 1, 2024 at 5:13=E2=80=AFPM Michael Jervoso wrote: = = = = = Hi Steve,=C2=A0 = = I just wanted to follow up on these. We still have this pending update o= pen for the Canada Payment Authorization Forms and Pre-Authorized Debit A= greements. = = There's now also a separate request to create a new ACH form for clients= who reside in Canada but are going to be paying via US bank accounts. I'= m looping you in to get your approval on the document as well. = =E2=80=8B = = = Thank you = = = = = = = On Wed, 17 Apr at 5:17 PM , Michael Jervoso wrote: = = Hi Steve, = = I've attached all of the PAD agreements. Please note that Vancouver does= not currently have one in their folder. = = Thank you = = = = = = On Wed, 17 Apr at 12:30 PM , SteveKoyanagi wrote: Michael, can you also send the PAD agreement= s in use so I can evaluate the best path forward? = = = = = = = = = = = = = = -- = Tim Thomas = Head of Canada Division = Please note my email has changed: = tt@TheKey.com = (514) 591-9387 = = TheKey.ca ----==_mimepart_66453c1b49179_1cb3fb3160782e0203919b7 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Tim,=C2=A0 Apologies for the delayed response. Based on Steve's las= t email, I believe what he has provided are not the finalized forms yet. = I still need the finalized updated forms (english and french) and I will 

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