--000000000000385368060bda72a8 Content-Type: multipart/related; boundary="000000000000385367060bda72a7" --000000000000385367060bda72a7 Content-Type: multipart/alternative; boundary="000000000000385366060bda72a6" --000000000000385366060bda72a6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Team, I have updated the CC PAF template for our CAD clients to include the 2.7% Surcharge Verbiage. @Timothy Thomas I noticed that the forms did not include American Express as one of the Credit Card Options, should this be added be added? I have also updated the French version of the Montreal PAF, if you can please review and let me know if adjustments are needed. Thank you, Lito Delapena Help Desk Manager * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Wed, Dec 6, 2023 at 8:49=E2=80=AFAM Steve Koyanagi wrote: > Sounds good; feel free to reach out to me as needed. > > On Wed, Dec 6, 2023 at 5:41=E2=80=AFAM wrote: > >> Hi Steve >> >> >> >> Thank you for your help with this! >> >> >> >> 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 copie= d them both >> here. Yesterday I saw that our Payment Authorization forms already inclu= de >> 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. >> >> >> >> 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 sho= uld >> be all set. >> >> >> >> Elizabeth Clark >> >> *Director, CI & Transformation* >> >> *Long Term Care Insurance, Onboarding* >> >> >> >> *TheKey* >> >> >> >> >> >> *From:* Steve Koyanagi >> *Sent:* Tuesday, December 5, 2023 8:31 AM >> *To:* Timothy Thomas ; Elizabeth Clark >> *Subject:* Re: Calgary/Winnipeg Client Consent Agreements Changes >> >> >> >> Hi Tim, >> >> >> >> 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. >> >> >> >> On Tue, Dec 5, 2023 at 6:15=E2=80=AFAM Timothy Thomas wr= ote: >> >> Hi Steve, >> >> >> >> 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 incl= ude >> this? >> >> >> >> Thanks. >> >> Tim >> >> >> >> 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 ou= t >> 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. >> >> >> >> >> >> *From:* Timothy Thomas >> *Sent:* Wednesday, November 29,