Re: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]
- From
- Audra Williams <audraw@thekey.com>
- To
- Ashley Alford <ashley.alford@thekey.com>
- CC
- Laurie Simpson <clientservice@thekey.com>, tt@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
- Date
- Mon, 15 Sep 2025 09:29:27 -0700
- Folder
- INBOX
--0000000000008428f1063ed9829a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Ashley! Wow what a quick turnaround!! I appreciate you jumping on this so quickly. Best, *Audra N. Williams* Director, Divisional Operations | TheKey Mobile: 425.757.7027 On Mon, Sep 15, 2025 at 9:23=E2=80=AFAM Ashley Alford wrote: > Hello > > I have reached out to POC Laura and we will meet this evening so she can > sign new paperwork. She was having difficulties with the document she was > sent. I can have it uploaded to her file by tomorrow morning. > > On Mon, Sep 15, 2025 at 11:12=E2=80=AFAM Audra Williams wrote: > >> Danielle is no longer with TheKey. >> >> Ashley, would you be able to get this info? >> >> Best, >> >> *Audra N. Williams* >> >> Director, Divisional Operations | TheKey >> >> Mobile: 425.757.7027 >> >> >> >> >> >> On Mon, Sep 15, 2025 at 9:06=E2=80=AFAM Laurie Simpson >> wrote: >> >>> Hi Danielle, >>> >>> Checking on status of new payment form for Laura and Brian Putnam. >>> Please let me know when TheKey can expect document. >>> >>> Thank you, >>> *Laurie Simpson* >>> Finance Onboarding | *TheKey* >>> Laurie.Simpson@thekey.com >>> >>> On Tue, 9 Sep at 12:00 PM , TheKey Support >>> wrote: >>> New consent was sent out. I will update Wellsky once I receive it. >>> >>> >>> *Danielle James LPN* >>> Milwaukee General Manager | TheKey >>> Mobile: 414-309-4827 >>> >>> >>> >>> *Have positive feedback? We'd love to share that with the community: * >>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARm= ZmeZB1UILA >>> >>> >>> On Mon, Sep 8, 2025 at 3:32=E2=80=AFPM Danielle James >>> wrote: >>> >>>> Hi, >>>> Yes, I will get this taken care of. >>>> >>>> *Danielle James LPN* >>>> Milwaukee General Manager | TheKey >>>> Mobile: 414-309-4827 >>>> >>>> >>>> >>>> *Have positive feedback? We'd love to share that with the community: * >>>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YAR= mZmeZB1UILA >>>> >>>> >>>> On Mon, Sep 8, 2025 at 2:21=E2=80=AFPM Laurie Simpson >>>> wrote: >>>> >>>>> Ashley, >>>>> After auditing new client Laura and Brian Putnam, we noticed that the >>>>> PAF form signatures do not match. 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 is i= n >>>>> order. >>>>> >>>>> >>>>> Laurie Simpson >>>>> Finance Onboarding | TheKey >>>>> Laurie.Simpson@thekey.com >>>>> 855.205.8007 >>>>> >>>>> >>>>> >>> 1202011:611100 >>> >> > > -- > > *Ashley Alford* > > CSM/ Caregiver Manager | TheKey > > Mobile: 414-704-3806 > > > > --0000000000008428f1063ed9829a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Ashley!=C2=A0 Wow what a quick turnaround!! = =C2=A0 I appreciate you = jumping on this so quickly.=C2=A0 Best, Audra N. Williams Director, Divisional Op= erations | TheKey Mobile: 425.757.7027 <img src=3D"https://
Thread (3)
- Re: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]Mon, 15 Sep 2025 11:23:13 -0500
Ashley Alford
- Re: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]Tue, 16 Sep 2025 10:29:52 -0500
Ashley Alford
- Re: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]Tue, 16 Sep 2025 10:29:52 -0500
Ashley Alford