Fwd: 165814 Angelo DeCarlo - FIN-WELCOME CALL - [#1072648]

From
Alejandro Aponte <itsupport@thekey.com>
To
timon.page@thekey.com
CC
tt@thekey.com, michelle.hudgins@thekey.com, william.schmiedeknecht@thekey.com
Date
2025-03-19 13:24:49
Folder
INBOX
----==_mimepart_67dac5a160610_23c3f93e2c6437c11851695 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you Timon, I reviewed the POA uploaded on 3/10, however, this P= OA is only for Personal Care decisions. The powers granted to Orlando do = not state that Orlando can provide us with the clients payment informatio= n. Does Orlando possibly have a financial POA, and can provide us with th= at paperwork?=C2=A0 There is a clause that if Orlando was to pay out = of pocket, they could be reimbursed by the clients estate. But the paymen= t information belongs to the client.=C2=A0 l= tci@thekey.com Long Term Care Insurance Customer Service - (855)-205-8007= Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866= -226-1702 =C2=A0 =C2=A0 = = On Wed, 19 Mar at 9:18 AM , Timon Page wrote:= = Hi=C2=A0Alejandro = = Yes, POA documentation has been uploaded. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Tue, Mar 18, 2025 at 2:16=E2=80=AFPM Alejandro Aponte wrote: = = = = = = = Hello again, = = Just touching base here, are you able to please provide an update on the= paperwork correction we are still needing? = = We audited this new Waterloo client and discovered Orlando signed the pa= yment authorization form, but Angelo's banking information was provided. = The POA we have on file does not state that Orlando has the authority to = give us the clients banking information. Are you able to please assist wi= th one of the below options? 1.) POA paperwork that shows Orlando can le= gally provided us with the clients banking information - (Financial POA.)= 2.) Proof showing Orlando is an authorized user on the bank account - (= Voided check with both Angelo's and Orlando's name at the top left, accou= nt statement, ect.) 3.) Secure an updated payment authorization form wit= h Angelo's signature.=C2=A0 = = = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 = = = Billing@thekey.com 866-226-1702 = = =C2=A0 = = =C2=A0 = = = = = On Mon, 10 Mar at 2:20 PM , Alejandro Aponte wrote: = = Hello Timon, = = We audited this new Waterloo client and discovered Orlando signed the pa= yment authorization form, but Angelo's banking information was provided. = The POA we have on file does not state that Orlando has the authority to = give us the clients banking information. Are you able to please assist wi= th one of the below options? = = 1.) POA paperwork that shows Orlando can legally provided us with the cl= ients banking information - (Financial POA.) = = 2.) Proof showing Orlando is an authorized user on the bank account - (V= oided check with both Angelo's and Orlando's name at the top left, accoun= t statement, ect.) = = 3.) Secure an updated payment authorization form with Angelo's signature= .