Fwd: 168988 Judith Rhinestine - FIN-WELCOME CALL - [#1147342]

From
Jeannie Ortiz <clientservice@thekey.com>
To
dmockenhaupt@thekey.com
CC
venus.hurdjohnson@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 26 Aug 2025 14:47:48 +0000 (UTC)
Folder
INBOX
----==_mimepart_68adc91364bfa_20b3faba7b5ac9c555590e3 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Good Morning, I am following up on Alekandro's request, as I have not s= een a response, and I apologize if I missed it. Have we been able to get an= updated CCA agreement?=C2=A0 Thank You,=C2=A0 Jeannie Ortiz Finance O= nboarding & Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-= 226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 =20 =20 On Tue, 19 Aug at 3:54 PM , Alejandro Aponte = wrote: =20 =20 =20 =20 Hello again,=20 =20 Just touching base here, I still do not show an updated consent agreement = with the needed missing information filled out. Please let me know if there= is an update that can be provided.=C2=A0=20 =20 =20 We audited this new Chicago client and discovered the person who signed th= e consent agreement is not listed under the financial party section of the = agreement. Are you able to please assist in securing an updated consent agr= eement that lists Michael under the Financial Responsible Party section?=20 =20 This is important since Michael's name is not listed on consent agreement = and they signed, so we cannot hold Michael to the terms and conditions of t= he agreement. Vice Versa, Judiths name is listed on the consent agreement b= ut they did not sign the agreement, so we cannot hold Judith to the terms a= nd conditions either.=C2=A0=20 =20 =20 =20 =20 =20 =20 =C2=A0=20 Respectfully,=C2=A0=20 =20 =20 Alejandro Aponte=20 Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=20 =C2=A0=20 Long Term Care Insurance Customer Service - (855) 205-8007=20 Long Term Care Insurance Fax - (813) 693-5625=20 =C2=A0=20 Billing Support Customer Service - (866) 226-1702=20 Billing Support Email - Billing@thekey.com=20 =C2=A0=20 =20 =C2=A0 =20 =20 =20 =20 =20 =20 =20 =20 On Fri, 8 Aug at 2:30 PM , TheKey Support wrote= : Venus, =20 Have you been able to get corrected CCA for Judith Rhinestein?=20 =20 Thanks,=20 Diane=20 =20 =20 =20 On Fri, Aug 8, 2025 at 1:26=E2=80=AFPM Alejandro Aponte wrote:=20 =20 =20 =20 =20 =20 =20 Hello again,=20 =20 Hello again,=20 =20 Just touching base here, please let me know if there is an update for the = below. I appreciate any assistance that can be provided.=C2=A0=20 =20 We audited this new Chicago client and discovered the person who signed th= e consent agreement is not listed under the financial party section of the = agreement. Are you able to please assist in securing an updated consent agr= eement that lists Michael under the Financial Responsible Party section?=20 =20 This is important since Michael's name is not listed on consent agreement = and they signed, so we cannot hold Michael to the terms and conditions of t= he agreement. Vice Versa, Judiths name is listed on the consent agreement b= ut they did not sign the agreement, so we cannot hold Judith to the terms a= nd conditions either.=C2=A0=20 =20 =20 =20 =20 =20 =C2=A0=20 Respectfully,

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