----==_mimepart_679808ae26c12_3923fa0f26ce82863822fd Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good afternoon Alysce, I am following up per my previous email for an= updated CCA with George Briner listed as the Responsible Party and his s= ignature provided. Please provide any updates you have at this time. Than= k you.=C2=A0 Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboard= ing Analyst=C2=A0 Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 =C2=A0 = = On Mon, 13 Jan at 9:27 AM , Ariyan Green wrote: = = Good morning Alysce, = = My name is Ariyan Green, and I am with the Finance Onboarding team, work= ing to update client accounts. Nice to meet you! I am reviewing the onboa= rding documents for our client, Kristina Rankin, and have noticed a few i= ssues: 1. The ACH provided on the Consent Agreement does not belong to e= ither the client or the signor. 2. The POA provided is for healthcare pu= rposes only and does not give the agent authority to sign off on someone = else's financial account. We will need an updated CCA with the owner of = the trust, George Briner, listed as the Responsible Party on the form and= George's signature present. We appreciate your understanding as we work = to ensure everything is in order. = = = = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 = = =C2=A0 ----==_mimepart_679808ae26c12_3923fa0f26ce82863822fd Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good afternoon Alysc= e, I am following up pe= r my previous email for an updated CCA with George Briner listed as the R= esponsible Party and his signature provided. Please provide any updates y= ou have at this time. Thank you.=C2=A0 Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0= Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 On Mon, 13 Jan at 9:27 AM , Ariyan Green <= ;ltci@thekey.com> wrote: Good morning Alysce, My name is Ariyan Green, and I am with the Finance Onboa= rding team, working to update client accounts. Nice to meet you! I am rev= iewing the onboarding documents for our client, Kristina Rankin, and have= noticed a few issues: 1. The ACH provided on the Consent Agreemen= t does not belong to either the client or the signor. 2. The POA p= rovided is for healthcare purposes only and does not give the agent autho= rity to sign off on someone else's financial account. We will need= an updated CCA with the owner of the trust, George Briner, listed as the= Responsible Party on the form and George's signature present. We appreci= ate your understanding as we work to ensure everything is in order. = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0=