--00000000000067cb88063c575970 Content-Type: multipart/related; boundary="00000000000067cb87063c57596f" --00000000000067cb87063c57596f Content-Type: multipart/alternative; boundary="00000000000067cb86063c57596e" --00000000000067cb86063c57596e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable To provide context, legal provides the paperwork but the settlements do not hit the legal budget and are not driven/processed through the legal team. Our historical practice is not to require a W-9 either for these client settlements. Attached is an example of one from 2023 that Gerri oversaw where she approved no W-9. You can look at this as an example as to how TheKey has historically handled. Let me know if you need further info. On Thu, Aug 14, 2025 at 11:16=E2=80=AFAM Alysce Craig wrote: > Hello All, > > Steve drafted the settlement agreement that the client signed for us back > in May, and advised that we work with accounting for payment. > > Thanks, > Alysce > > On Thu, Aug 14, 2025 at 2:10=E2=80=AFPM Tammi Franzese > wrote: > >> Hi An, >> >> I haven't seen this type of client settlement go through Legal. But that >> doesn't mean it's not supposed to go through Legal. >> >> @Steve Koyanagi does this type of client >> settlement go through Legal? If so, is the GL code one-time legal? >> >> Sincerely, >> >> Tammi Franzese >> >> Senior Corporate Paralegal | TheKey >> >> Mobile: 813.521.5269 >> >> >> >> >> >> On Thu, Aug 14, 2025 at 1:44=E2=80=AFPM wrote: >> >>> Hi Alysce, >>> >>> >>> >>> Since this is a legal settlement that involved the lawyer. I will loop >>> in @Tammi Franzese from legal department. >>> We do have a separate process for legal settlement. Legal usually handl= es >>> settlements with our team. >>> >>> >>> >>> @Tammi Franzese - Hi Tammi, I=E2=80=99m loop= ing you >>> in so you can assist with the process. We need to get the w9 from the >>> lawyer. >>> >>> >>> >>> Thanks, >>> >>> >>> >>> >>> >>> *An Ly* >>> >>> *Accounts Payable Manager* >>> >>> an.ly@thekey.com >>> >>> *TheKey.com* >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> *From:* Alysce Craig >>> *Sent:* Thursday, August 14, 2025 10:39 AM >>> *To:* an.ly@thekey.com >>> *Cc:* Timothy Thomas ; Laszlo Kovacs >> laszlo.kovacs@thekey.com> >>> *Subject:* Re: URGENT Fwd: Randy Snyder Settlement Payout Issue >>> >>> >>> >>> Hello An, >>> >>> >>> >>> Was none of this done in Coupa? He said that he logged in several times >>> and tried to complete things, are you able to look in Coupa to see. I w= ant >>> to make sure before I go back asking them to complete more paperwork, t= hey >>> are already extremely frustrated. >>> >>> >>> >>> Thanks, >>> Alysce >>> >>> >>> >>> On Thu, Aug 14, 2025 at 1:36=E2=80=AFPM wrote: >>> >>> Hi Alysce, >>> >>> >>> >>> Please request a w9 from the lawyer. >>> >>> >>> >>> Thanks, >>> >>> >>> >>> >>> >>> *An Ly* >>> >>> *Accounts Payable Manager* >>> >>> an.ly@thekey.com >>> >>> *TheKey.com* >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> *From