Re: LTC SOC: 169180 Ralph Johnson - [#1148233]

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Ariyan Green <ltci@thekey.com>
CC
malin.maleegrai@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Fri, 8 Aug 2025 12:59:31 -0500
Folder
INBOX
--0000000000009fd4d6063bde5642 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Malin can we get the document corrected and uploaded please. Thank you, Diane On Fri, Aug 8, 2025 at 12:58=E2=80=AFPM Ariyan Green wrot= e: > Hi Diane, > > I hope you are doing well. Are there any updates that can be provided on > the CCA or POA at this time? > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > > > On Wed, 30 Jul at 9:28 AM , Ariyan Green wrote: > Hi Diane, > > I hope you are well. I am reviewing the onboarding documents for our > client, Ralph Johnson, and noticed that the payment method provided on th= e > CCA belongs to the client; however, the form is signed by the client's > spouse Lois Johnson. We will need a financial or durable POA or a voided > check that shows Lois is an authorized user on the account. If obtaining > the POA or a voided check is not feasible, could you please request a new > CCA signed directly by the client? > > We appreciate your understanding as we work to ensure everything is in > order. Please let me know if you have any questions or concerns. > > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > 1148233:611100 > --0000000000009fd4d6063bde5642 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Malin can we get the document=C2=A0corrected and uploaded= =C2=A0please. Thank you, Diane = On Fri, Aug 8, 2025 at 12:58=E2=80=AFPM Ariyan Green &lt; ltci@thekey.com &gt; wrote: Hi Diane, I hope you are doing well= . Are there any updates that can be provided on the CCA or POA at this time= ? Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey M= obile: 855.205.8007 = <div dir=3D"ltr" style=3D"line-height:1.656;margi

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