Fwd: 170360 Clarence (Bud) Workes - FIN-WELCOME CALL - [#1171014]

From
Jeannie Ortiz <clientservice@thekey.com>
To
emily.swackhamer@thekey.com
CC
tt@thekey.com
Date
Mon, 15 Sep 2025 21:11:12 +0000
Folder
INBOX
----==_mimepart_68c880f09a723_2213fd141d96438325587b9 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good day, =C2=A0I'm following up on Aryan's request for an updated CC= A agreement, as Janice is the one who has her bank account information on= file, and Clarence is the one who signed. If we are using Janice's bank = account, Janice needs to be the responsible party, and she needs to sign.= =C2=A0 Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding & Experienc= e Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax: 813-6= 93-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = On Thu, 11 Sep at 11:59 AM , Ariyan Green w= rote: = = Hi Emily, = = I hope your week is going well. I am following up to see if any updates = can be provided on the CCA at this time? = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 = = = = = =C2=A0 = = = = On Thu, 4 Sep at 1:36 PM , Ariyan Green w= rote: = = Hello Emily, = = Are there any updates that can be provided on the Consent Agreement? I w= ould appreciate any updates you can share at this time. Thank you.=C2=A0 = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 = = = = = =C2=A0 = = = = On Fri, 22 Aug at 12:43 PM , Ariyan Green w= rote: = = Hello Emily, = = I am auditing our client, Clarence Workes', onboarding documents and not= iced that the payment method provided on the CCA belongs to Janice R. Oll= iges-Swayne; however, the form is signed by the client. Could you please = request for Janice to be added as the Responsible Party and get her signa= ture on the form? = = = = Kind Regards,=C2=A0 = Ariyan Green = = Finance Onboarding Analyst|=C2=A0TheKey = Mobile: 855.205.8007 = = = = = =C2=A0 ----==_mimepart_68c880f09a723_2213fd141d96438325587b9 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good day, =C2=A0I'm following up on Aryan's request for an updated= CCA agreement, as Janice is the one who has her bank account information= on file, and Clarence is the one who signed. If we are using Janice's ba= nk account, Janice needs to be the responsible party, and she needs to si= gn.=C2=A0 Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding &amp; Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 On Thu, 11 Sep at 11:59 AM , Ariyan Green &lt= ;clientservice@thekey.com&gt; wrote: Hi Emily, I hope your week is = going well. I am following up to see if any updates can be provided on th= e CCA at this ti

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