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

--00000000000017a3c7063ed96c8d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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_ggg3YARmZ= meZB1UILA >> >> >> 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_ggg3YARm= ZmeZB1UILA >>> >>> >>> 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 in >>>> order. >>>> >>>> >>>> Laurie Simpson >>>> Finance Onboarding | TheKey >>>> Laurie.Simpson@thekey.com >>>> 855.205.8007 >>>> >>>> >>>> >> 1202011:611100 >> > --=20 *Ashley Alford* CSM/ Caregiver Manager | TheKey Mobile: 414-704-3806 --00000000000017a3c7063ed96c8d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello I have reached out to POC Laura a= nd 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.=C2=A0 On Mon, Sep 15, 2025 at 11:12=E2=80=AF= AM Audra Williams &lt; audraw@thekey.com &gt; wrote: Danielle is no longer with TheKey.=C2= =A0 Ashley, would you be= able to get this info? = Best, Audra N. Wi= lliams Director, Divisional Operations | TheKey = = Mobile: 425.= 757.7027 <span style= =3D"border:none;display:inline-block;overflow:hidden;width: