--_000_BL1PR11MB5413B5EEDDC82BB5558798D2B34CABL1PR11MB5413namp_ Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Sophia: Invoices will have to be emailed to me from The Key or John. I will not be = able to proactively go in to some portal to check for outstanding invoices.= You will need to advise John to go in to the portal and send any invoice t= o me. Thank you, Paul D. Daggs Vice President & Trust Advisor Trust Client & Advisor Services Wealth & Investment Management Wells Fargo | 100 North Main Street, 11th Floor =E2=94=82Post Office Box 30= 80 | Winston-Salem, NC 27101 MAC D4001-112 | Team Tel (800) 352-3705 | Direct Tel (336) 245-9114 | Fax (= 866) 961-8674 wmnccto4@wellsfargo.com Paul. D. Daggs@wellsfargo.com Wells Fargo Wealth Management provides products and services through Wells = Fargo Bank, N.A. and its various affiliates and subsidiaries. This message may contain confidential and/or privileged information. If you= are not the addressee or authorized to receive this for the addressee, yo= u must not copy, disclose, or take any action based on this message or any= information herein. If you have received this message in error, please adv= ise the sender immediately by reply email and delete this message. Thank y= ou for your cooperation. From: Sophia Jantz Sent: Friday, March 20, 2026 2:09 PM To: Daggs, Paul D. ; dmockenhaupt@thekey.com; = amelia.howard@thekey.com; tt@thekey.com Cc: lito.delapena@thekey.com Subject: Fwd: 177441 Caroline Vanover - [#1414037] Hi Paul, I will update the account to have invoices sent to you. You will receive an= invite from Versapay. We only accept ACH debits from clients accounts, we = generally do not accept payments via ACH as it is difficult to associate th= e payments with the client. As for the invoicing the client only receives = an invoice for what the insurance will not cover, so there will be no issue= s with reimbursing the trust. For trust clients we provide a Net 10 for rec= eiving payments for the invoices, will this be sufficient for you? Please l= et me know if you have any questions. Thank you. Respectfully, Sophia Jantz Collections and Contact Specialist 2| TheKey Phone: 866-226-1702 billing@thekey.com [https://attachment.freshdesk.com/inline/attachment?token=3DeyJ0eXAiOiJKV1Q= iLCJhbGciOiJIUzI1NiJ9.eyJpZCI6MjkwNjE1OTcyMDgsImRvbWFpbiI6ImhjYS5mcmVzaGRlc= 2suY29tIiwiYWNjb3VudF9pZCI6NjExMTAwfQ.QLm0A6R0bFVarzdXO5Nq5mkBtYrShfIHy817p= 4DxxiI] On Fri, 20 Mar at 1:23 PM , Daggs, Paul D. > wrote: Sophia: You can email the invoices to me. I can send via check or ACH =E2=80=93 wha= tever your preference. I don=E2=80=99t know if Genworth will cover any port= ion; it would be complicated to refund to the trust. Thank you, Paul D. Daggs Vice President & Trust Advisor Trust Client & Advisor Services Wealth & Investment Management Wells Fargo | 100 North Main Street, 11th Floor =E2=94=82Post Office Box 30= 80 | Winston-Salem, NC 27101 MAC D4001-112 | Team Tel (800)