----==_mimepart_68f8e7f9a8347_23b206bd864479028fb Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day, I am writing to follow up on Laurie's request regarding the= Power of Attorney (POA) documents. We have been working with this client= since August and have yet to receive a response from the office regardin= g whether the POA documentation has been acquired. As of today, no docume= ntation has been uploaded into Clear Care, which places us in a position = of non-compliance. Have we successfully obtained any documentation from = the POA that authorizes him to access the client's account? Moreover, in = the event that the client disputes any costs, we currently lack the neces= sary documentation to address such a dispute effectively. Thank Yo= u,=C2=A0 Jeannie Ortiz Finance Onboarding & Experience Manager jeannie.= ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0= ltci@thekey.com=C2=A0 =0D =0D On=0D Fri, 17 Oct at 11:48 AM=0D , Laurie Simpson = wrote:=0D =0D =0D Hi there, =0D =0D Have you been able to obtain the POA yet? =C2=A0Please let me know if th= ere is anything I can do to make the agreement legal. =0D =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D Laurie.Simpson@thekey.com =0D =0D =0D On Mon, 6 Oct at 11:52 AM , Laurie Simpson w= rote:=C2=A0 =0D =0D Malin, =0D =0D Please provide POA for Jerry Cauley to attach to agreement signed by Dea= n Cauley. =0D =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D =0D =0D =0D =0D =0D On Tue, 23 Sep at 12:00 PM , Malin Maleegrai wrote:=C2=A0 =0D I don't see the documents in my email.=C2=A0 I will reach out to the fam= ily again.=C2=A0=C2=A0 =0D =0D Thank you,=C2=A0 Malin=C2=A0 =0D =0D =0D Malin Maleegrai, LCSW Client Success Manager=C2=A0 malin.maleegrai@theke= y.com =0D 847-853-7777 =0D =0D =0D =0D =0D =0D =0D =0D =0D On Mon, Sep 22, 2025 at 1:31=E2=80=AFPM Laurie Simpson wrote: =0D =0D =0D =0D Malin, =0D =0D Please upload POA sent to you by family. =0D =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D Laurie.Simpson@thekey.com=0D =0D =0D =0D =0D =0D ----==_mimepart_68f8e7f9a8347_23b206bd864479028fb Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Good Day, =0D =0D I am writing to follow up on Laurie's request= regarding the Power of Attorney (POA) documents. We have been working wi= th this client since August and have yet to receive a response from the o= ffice regarding whether the POA documentation has been acquired. As of to= day, no documentation has been uploaded into Clear Care, which places us = in a position of non-compliance. Have we successfully obtained any d= ocumentation from the POA that authorizes him to access the client's acco= unt? Moreover, in the event that the client disputes any costs, we curren= tly lack the necess