This is a multipart message in MIME format. ------=_NextPart_000_00CC_01DA2806.CEA4E9C0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_00CD_01DA2806.CEA4E9C0" ------=_NextPart_001_00CD_01DA2806.CEA4E9C0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Steve =20 Thank you for your help with this! =20 Lito runs our Billing Help Desk and is working on this for our Canada = clients, and Alyson is tracking the project status so I=E2=80=99ve = copied them both here. Yesterday I saw that our Payment Authorization = forms already include the right fields, so I think we=E2=80=99re all set = there, not sure where the 2.7% surcharge fee is called out but I am = looping Lito in to confirm what is needed.=20 =20 To follow, Tim, we need to make sure Pandadoc has all the same paperwork = and the field knows how to ensure they select the right forms and we = should be all set.=20 =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 From: Steve Koyanagi =20 Sent: Tuesday, December 5, 2023 8:31 AM To: Timothy Thomas ; Elizabeth Clark Subject: Re: Calgary/Winnipeg Client Consent Agreements Changes =20 Hi Tim, =20 In the US we include the credit card fee language in our payment = authorization form. Can you circulate what you are using in Canada? My = assumption is it's already there, but if not we can add it. =20 On Tue, Dec 5, 2023 at 6:15=E2=80=AFAM Timothy Thomas > wrote: Hi Steve, =20 Now that we are set up to apply credit card fees across Canada (not = including Quebec) do we need to update our CCAs or Payment forms to = include this? =20 Thanks. Tim =20 On Mon, Dec 4, 2023 at 5:12=E2=80=AFPM > wrote: I think that verbiage is in the PAF form, but yes it should be called = out somewhere. Additionally, I hear your PAF needs to be updated to = include the proper vernacular for Canada. Alyson can engage Audra to = help with this, let us know if you can work on this in the interim or if = you want us to help. =20 =20 From: Timothy Thomas >=20 Sent: Wednesday, November 29, 2023 12:16 PM To: Elizabeth Clark > Subject: Fwd: Calgary/Winnipeg Client Consent Agreements Changes =20 Hey, =20 Do we need to update our consent agreements to include language on the = credit card service fee? =20 ---------- Forwarded message --------- From: Chuck Terlesky = > Date: Wed, Nov 29, 2023 at 2:13=E2=80=AFPM Subject: Calgary/Winnipeg Client Consent Agreements Changes To: Timothy Thomas > =20 Hi Tim, =20 We require a clause in the client consent agreement that allows us to = input a minimum number of hours if we choose to start the service.=20 =20 Secondly, we require language if a client uses a credit card that there = will be a 2.7% charge to do this. =20 =20 Thirdly - on the Pre-Authorized Debit (PAD) agreement - there needs to = be a space to write the financial institution. In addition, we need to = clarify the transit number is 5 digits. Almost every PAD is filled ou