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

From
Danielle James <danielle.james@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
ashley.alford@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com
Date
Mon, 8 Sep 2025 15:32:34 -0500
Folder
INBOX
--000000000000189f32063e5017a7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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_ggg3YARmZmeZ= B1UILA 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 > --000000000000189f32063e5017a7 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi,=C2=A0 Yes, I will get this taken care o= f. Danielle James LPN Milwaukee General Manager | TheKey Mobile: 414-309-4827 Have positive feedback? We&#39;d love to share that with the community= :=C2=A0 https://search.google.com/local/writereview?place= id=3DChIJkbvX_ggg3YARmZmeZB1UILA On Mon, Sep= 8, 2025 at 2:21=E2=80=AFPM Laurie Simpson &lt; clientservice@thekey.com &gt; wrote: Ashley, After auditing new client Laura and Brian Putnam, we noticed that the P= AF form signatures do not match.=C2=A0=C2=A0 Please obtain new PAF or= copy of voided check showing BOTH names on bank account. We ap

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