Re: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]

From
Ashley Alford <ashley.alford@thekey.com>
To
Audra Williams <audraw@thekey.com>
CC
Laurie Simpson <clientservice@thekey.com>, tt@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 16 Sep 2025 10:29:52 -0500
Folder
INBOX
--00000000000045b8ed063eeccb47 Content-Type: multipart/alternative; boundary="00000000000045b8ec063eeccb45" --00000000000045b8ec063eeccb45 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Laura & Brian's ACH form has been uploaded into their Wellsky account, I also added it as an attachment. Thank you On Mon, Sep 15, 2025 at 11:29=E2=80=AFAM Audra Williams = wrote: > 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 wa= s >> 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_ggg3YAR= mZmeZB1UILA >>>> >>>> >>>> On Mon, Sep 8, 2025 at 3:32=E2=80=AFPM Danielle James >>> danielle.james@thekey.com> 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_ggg3YA= RmZmeZB1UILA >>>>> >>>>> >>>>> On Mon, Sep 8, 2025 at 2:21=E2=80=AFPM Laurie Simpson >>>> clientservice@thekey.com> wrote: >>>>> >>>>>> Ashley, >>>>>> After auditing new client Laura and Brian Putnam, we noticed that th= e >>>>>> 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 >>>>>> in order. >>>>>> >>>>>> >>>>>> Laurie Simpson >>>>>> Finance Onboarding | TheKey >>>>>> Laurie.Simpson@thekey.com >>>>>> 855.205.8007 >>>>>> >

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