Fwd: 170549 Anna Veslovsky - FIN-WELCOME CALL - [#1178791]

From
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
To
timon.page@thekey.com
CC
amrita.veena@thekey.com, tt@thekey.com
Date
2025-08-25 18:42:12
Folder
INBOX
----==_mimepart_68acae84a488d_1f43fa97a08d8fc47812634 Content-Type: multipart/alternative; boundary="--==_mimepart_68acae84a47e3_1f43fa97a08d8fc478125dc"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_68acae84a47e3_1f43fa97a08d8fc478125dc Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 After auditing the Payment Authorization Form for cli= ent Anna Velovsky, it has been determined that a Financial Power of Attor= ney (POA) is required. If the POA cannot be obtained from the signer, a n= ew Payment Authorization must be completed by the individual who provided= the banking information. Additionally, this individual must be listed as= the responsible party on the form. Please let us know if you have any qu= estions or need further guidance. Please Note: Before uploading into = ClearCare, please review the CCA and payment authorization to ensure the = onboarding forms meet compliance standards. Friendly Reminder to All Off= ices:=C2=A0Every new client profile activated in ClearCare is audited to = ensure that onboarding documents meet compliance requirements. This matte= r cannot be resolved on our end until all client paperwork is fully compl= iant. Thank you for your assistance! Kind Regards, Ereaunah Thoma= s=C2=A0 Email:=C2=A0ltci@thekey.com PH: 855-205-8007=C2=A0 Fax: 813-69= 3-5625 ----==_mimepart_68acae84a47e3_1f43fa97a08d8fc478125dc Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 After= auditing the Payment Authorization Form for client Anna Velovsky, it has= been determined that a Financial Power of Attorney (POA) is required. If= the POA cannot be obtained from the signer, a new Payment Authorization = must be completed by the individual who provided the banking information.= Additionally, this individual must be listed as the responsible party on= the form. Please let us know if you have any questions or need further g= uidance. Please Note: Before uploading into ClearCare, please rev= iew the CCA and payment authorization to ensure the onboarding forms meet= compliance standards. Friendly Reminder to All Offices:=C2=A0 Every= new client profile activated in ClearCare is audited to ensure that onbo= arding documents meet compliance requirements. This matter cannot be reso= lved on our end until all client paperwork is fully compliant. Thank you = for your assistance! Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0 ltci@thekey.com PH: 855-205-8007 =C2= =A0 Fax: 813-693-5625 <span title=3D"fd_tkt_identifier" style=3D'font-size:0px; font-family: