Fwd: 170360 Clarence (Bud) Workes - FIN-WELCOME CALL - [#1171014]

From
Jeannie Ortiz <clientservice@thekey.com>
To
emily.swackhamer@thekey.com
CC
tt@thekey.com
Date
hu, 25 Sep 2025 22
Folder
INBOX
----==_mimepart_68d5bca4623a1_1d33ff3c82d6b3411372971 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Emily,=C2=A0 I was just checking in to see if you had any luck wit= h this. Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding & Experien= ce Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax: 813-= 693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = On Mon, 15 Sep at 5:14 PM , TheKey Support wro= te: Thank you for the follow up. I have sent a n= ew CCA to the family due to another change. I have followed up with her a= nd am hoping to receive the completed document in the next day or two. Sh= e did share that she has made the adjustments with the billing team to ha= ve Clarence's account on file now. There was a fraud issue when they init= ially started services. I will update you when the new consent is uploade= d to the profile. Emily = = = On Mon, Sep 15, 2025 at 4:11=E2=80=AFPM Jeannie Ortiz wrote: = = = = = Good day, = = =C2=A0I'm following up on Aryan's request for an updated CCA agreement, = as Janice is the one who has her bank account information on file, and Cl= arence is the one who signed. If we are using Janice's bank account, Jani= ce needs to be the responsible party, and she needs to sign.=C2=A0 = = Thank You,=C2=A0 Jeannie Ortiz = Finance Onboarding & Experience Manager = = jeannie.ortiz@thekey.com=C2=A0 = = Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = = = = = = = On Thu, 11 Sep at 11:59 AM , Ariyan Green w= rote: = = Hi Emily, = = I hope your week is going well. I am following up to see if any updates = can be provided on the CCA at this time? = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 = = = = = =C2=A0 = = = = On Thu, 4 Sep at 1:36 PM , Ariyan Green w= rote: = = Hello Emily, = = Are there any updates that can be provided on the Consent Agreement? I w= ould appreciate any updates you can share at this time. Thank you.=C2=A0 = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 = = = = = =C2=A0 ----==_mimepart_68d5bca4623a1_1d33ff3c82d6b3411372971 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Emily,=C2=A0 I was just checking in to see if you had any luck with t= his. Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding &amp; Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 On Mon, 15 Sep at 5:14 PM , TheKey Support &= lt;itsupport@thekey.com&gt; wrote: Thank you for the follow up.= I have sent a new CCA to the family due to another change. I have follow= ed up with her and am hoping to receive the completed document in the nex= t day or two. She