Re: 168988 Judith Rhinestine - FIN-WELCOME CALL - [#1147342]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Jeannie Ortiz <clientservice@thekey.com>
CC
venus.hurdjohnson@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 26 Aug 2025 09:52:19 -0500
Folder
INBOX
--0000000000005dba83063d45d2d3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning Jeannie, We are actually working on getting new payment information for both Judith Rhinestein and Micael Stein, this is a couples care situation. Venus, When you send Pandadoc for a new payment account please have Michael fill-in responsible party information on Judith's form. Thanks, Diane On Tue, Aug 26, 2025 at 9:47=E2=80=AFAM Jeannie Ortiz wrote: > Good Morning, > > I am following up on Alekandro's request, as I have not seen a response, > and I apologize if I missed it. Have we been able to get an updated CCA > agreement? > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Tue, 19 Aug at 3:54 PM , Alejandro Aponte > wrote: > Hello again, > > Just touching base here, I still do not show an updated consent agreement > with the needed missing information filled out. Please let me know if the= re > is an update that can be provided. > > > We audited this new Chicago client and discovered the person who signed > the consent agreement is not listed under the financial party section of > the agreement. Are you able to please assist in securing an updated conse= nt > agreement that lists Michael under the Financial Responsible Party sectio= n? > > This is important since Michael's name is not listed on consent agreement > and they signed, so we cannot hold Michael to the terms and conditions of > the agreement. Vice Versa, Judiths name is listed on the consent agreemen= t > but they did not sign the agreement, so we cannot hold Judith to the term= s > and conditions either. > > > > > > Respectfully, > > *Alejandro Aponte* > Finance Onboarding Analyst III | TheKey > > Long Term Care Insurance Customer Service - (855) 205-8007 > Long Term Care Insurance Fax - (813) 693-5625 > > Billing Support Customer Service - (866) 226-1702 > Billing Support Email - Billing@thekey.com > > > > > On Fri, 8 Aug at 2:30 PM , TheKey Support wrote: > Venus, > > Have you been able to get corrected CCA for Judith Rhinestein? > > Thanks, > Diane > > On Fri, Aug 8, 2025 at 1:26=E2=80=AFPM Alejandro Aponte > wrote: > >> Hello again, >> >> Hello again, >> >> Just touching base here, please let me know if there is an update for th= e >> below. I appreciate any assistance that can be provided. >> >> We audited this new Chicago client and discovered the person who signed >> the consent agreement is not listed under the financial party section of >> the agreement. Are you able to please assist in securing an updated cons= ent >> agreement that lists Michael under the Financial Responsible Party secti= on? >> >> This is important since Michael's name is not listed on consent agreemen= t >> and they signed, so we cannot hold Michael to the terms and conditions o= f >> the agreement. Vice Versa, Judiths name is listed on the consent agr

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