Fwd: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]

From
Laurie Simpson <clientservice@thekey.com>
To
ashley.alford@thekey.com
CC
danielle.james@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com
Date
Mon, 08 Sep 2025 19:21:49 +0000
Folder
INBOX
----==_mimepart_68bf2ccdcff24_2483fac36ab3728333805dc Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Ashley, After auditing new client Laura and Brian Putnam, we noticed t= hat the PAF form signatures do not match.=C2=A0=C2=A0Please obtain new PA= F or copy of voided check showing BOTH names on bank account. We appreci= ate your understanding as we work to ensure everything is in order. =C2=A0= =C2=A0 Laurie Simpson Finance Onboarding |=C2=A0TheKey Lauri= e.Simpson@thekey.com 855.205.8007 ----==_mimepart_68bf2ccdcff24_2483fac36ab3728333805dc Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Ashley, After auditing new client Laura and Brian Putnam, we noticed that = the PAF form signatures do not match.=C2=A0=C2=A0 Please obtain new= PAF or copy of voided check showing BOTH names on bank account. We appreciate your understanding as we work to ensure everything i= s in order. =C2=A0 =C2=A0 Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com 855.205.800 7 1202011:611100 = ----==_mimepart_68bf2ccdcff24_2483fac36ab3728333805dc--

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