Re: 163823 Mair Williams - FIN-WELCOME CALL - [#1022092]

From
Laurie Simpson <ltci@thekey.com>
To
mlicoudis@thekey.com
CC
ccartwright@thekey.com, mlicoudis@thekey.com, joey.taylor@thekey.com, tt@thekey.com, michelle.hudgins@thekey.com, jeannie.ortiz@thekey.com, ccartwright@homecareassistance.com
Date
Fri, 14 Feb 2025 19:37:36 +0000
Folder
INBOX
Hi Cheryl,     Thank you so much!!!                   Thank you,   Laurie   Laurie Simpson  TheKey, In Home Care for Seniors     ltci@thekey.com  Long Term Care Insurance Customer Service - (855)-205-8007  Long Term Care Insurance Fax - (813) 693-5625  Finance Customer Service - (866) 226-1702        TheKey.com Notice: This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. This message may also contain Protected Health Information (PHI) and must be treated confidentially and handled in accordance with HIPAA and other federal and state privacy laws. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately and delete this e-mail (and any accompanying attachments).   
                           
                            On
                            Fri, 14 Feb at 12:50 PM
                            ,  CherylCartwright <ccartwright@homecareassistance.com>  wrote:
                             Attached the new document. 
    
  
 On Fri, Feb 14, 2025 at 1:25 PM Cheryl Cartwright <ccartwright@thekey.com> wrote: 
 
 
 We reached out the client's daughter right away. She originally said she was dropping off the POA so we were waiting. She has now said she will use her own bank account and so I sent the new forms. Just waiting for them to come back.    
   
 
  
 On Fri, Feb 14, 2025 at 1:18 PM Laurie Simpson <ltci@thekey.com> wrote: 
 
  
	 
 
 Hi there, 
   
 2nd Request -  Please obtain Financial POA for signer Joanna Vertahuy. 
   
   
 
 
   
 Thank you,  
 Laurie  
 Laurie Simpson 
 TheKey, In Home Care for Seniors 
   
 ltci@thekey.com 
 Long Term Care Insurance Customer Service - (855)-205-8007 
 Long Term Care Insurance Fax - (813) 693-5625 
 Finance Customer Service - (866) 226-1702 
   
   
 TheKey.com Notice: This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. This message may also contain Protected Health Information (PHI) and must be treated confidentially and handled in accordance with HIPAA and other federal and state privacy laws. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately and delete this e-mail (and any accompanying attachments). 
 
 
  On Tue, 11 Feb at 2:22 PM , Laurie Simpson <ltci@thekey.com> wrote:  
 
 Hi Maria,  
 After auditing new client 163823 Mair Williams, we noticed that the PAF and CCA were not signed by client.  Please obtain Financial POA for signer Joanna Vertahuy. 
   
 
If obtaining the Financial POA isn’t feasible, could you please request a new PAF and CCA signed directly by 163823 Mair Williams? We appreciate your understanding as we work to ensure everything is in order.    
  
  
 
   
   
   
   
 
 
   
 Thank you,  
 Laurie  
 Laurie Simpson 
 TheKey, In Home Care for Seniors 
   
 ltci@thekey.com 
 Long Term Care Insurance Customer Service - (855)-205-8007 
 Long Term Care Insurance Fax - (813) 693-5625 
 Finance Customer Service - (866) 226-1702 
   
   
 TheKey.com Notice: This e-mail transmission may contain information that is proprietary, privileged and/or confidential and is intended exclusively for the person(s) to whom it is addressed. This message may also contain Protected Health Information (PHI) and must be treated confidentially and handled in accordance with HIPAA and other federal and state privacy laws. Any use, copying, retention or disclosure by any person other than the intended recipient or the intended recipient's designees is strictly prohibited. If you are not the intended recipient or their designee, please notify the sender immediately and delete this e-mail (and any accompanying attachments).