Re: 166612 John Anderson - FIN-WELCOME CALL - [#1086396]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
CC
tt@thekey.com
Date
Thu, 1 May 2025 16:05:52 -0300
Folder
INBOX
--000000000000fb1d74063417b987 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The family has been emailed about this. On Wed, Apr 23, 2025 at 12:08=E2=80=AFPM Erea=E2=80=99unah Thomas wrote: > Good Day! > > After auditing new client , we noticed that client John Anderson PAF form > requires a Financial POA for signer. Velia Anderson payment info was > provided but Dan Anderson signed. > > If you unable tp obtain Financial POA stating Dan is Veilia financial POA= , > could you please request a new PAF form signed directly by Velia? We > appreciate your understanding as we work to ensure everything is in order= . > > > > > Kind Regards, > > *Ereaunah Thomas * > *Email: *ltci@thekey.com > *PH:* 855-205-8007 > *Fax:* 813-693-5625 > > 1086396:611100 > --000000000000fb1d74063417b987 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable The family has been emailed about this.=C2=A0 On Wed, Apr 23, 2025 at 12:08=E2=80=AFPM Erea=E2=80=99unah Thomas = &lt; clientservice@thekey.com &gt; wrote: Good Day!=C2=A0 After auditing new client , we noticed that client John A= nderson PAF form requires a Financial POA for signer.=C2=A0 Velia Anderson = payment info was provided but Dan Anderson signed. <span dir=3D"ltr" style=3D"box-sizing:border-box;word-break:break-word;colo= r:rgb(34,34,34);font-family:arial,sans-serif;font-size:small;font-style:nor= mal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;= letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;= word-spacing:0px;white-space:normal;text-decoration-style:initial;text-deco= r

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