Re: 164273 Charles "Stan" Robinson - FIN-WELCOME CALL - [#1035986]

From
Timon Page <timon.page@thekey.com>
To
DeAnna Brown <ltci@thekey.com>
CC
amanda.ilines@thekey.com, michelle.hudgins@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 18 Feb 2025 10:54:57 -0500
Folder
INBOX
Hi DeAnna

POA documentation is now uploaded.

Best regards,
* Timon Page *
General Manager, Ontario
*Please note my email address has changed:*
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.com <https://thekey.com/>
<https://thekey.com>


On Tue, Feb 18, 2025 at 9:32 AM DeAnna Brown <ltci@thekey.com> wrote:

> Good Morning,
>
> I see that a new PAF was uploaded in Clearcare last week but upon
> reviewing, it appears we have the exact same issue that I stated in my
> email on February 7th.
>
> The signature on the PAF is Michael's, but Charles' account information
> is listed. We will need a new PAF with Charles' signature, or we will need
> Michael's payment information. Alternatively, if Michael is authorized to
> sign on behalf of Charle's finances, we need proof, either with POA
> documents or if he is on the account, we could obtain a voided check
> showing he is listed on the account.
>
> Thank you for your immediate attention to this matter.
>
> DeAnna Brown
>
>
> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
> *Billing@thekey.com <Billing@thekey.com>*
> *866-226-1702*
>
> On Fri, 14 Feb at 11:47 AM , Jeannie Ortiz <ltci@thekey.com> wrote:
> Hi Timon,
>
> DeAnna is out, and I am following up on her behalf. Is there any luck
> worth getting this?
>
> 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 Fri, 7 Feb at 10:45 AM , Timon Page <timon.page@thekey.com> wrote:
> Morning DeAnna
>
> I am in the process of getting the PAF from Mike. He has been sent a CC
> authorization form but now wants to pay by PAD. I am hoping to get it back
> later today.
>
> Best regards,
> * Timon Page *
> General Manager, Ontario
> *Please note my email address has changed:*
> timon.page@thekey.com
> Mobile: (437) 223-0841
> TheKey.com <https://thekey.com/>
> <https://thekey.com>
>
>
> On Fri, Feb 7, 2025 at 7:41 AM DeAnna Brown <ltci@thekey.com> wrote:
>
>> Good Morning,
>>
>> Thank you for uploading the new CCA. However, I noticed that now we do
>> not have a PAF on file.
>>
>> Additionally, the signature on the CCA is Michaels, but the previous PAF
>> had Charles' account information. We need a new PAF, but it needs to be
>> Charles' signature on the PAF, or we will need Michael's payment
>> information. Alternatively, if Michael is authorized to sign on behalf of
>> Charles, we need proof, either with POA documents or if he is on the
>> account, we could obtain a voided check showing he is listed on the
>> account.
>>
>> Thanks!
>> DeAnna Brown
>>
>>
>> *ltci@thekey.com <ltci@thekey.com>Long Term Care Insurance Customer
>> Service - (855)-205-8007Long Term Care Insurance Fax - (813) 693-5625*
>> *Billing@thekey.com <Billing@thekey.com>*
>> *866-226-1702*
>>
>> On Wed, 5 Feb at 1:58 PM , Timon Page <timon.page@thekey.com> wrote:
>> Hi DeAnna
>>
>> I have uploaded the corrected CCA and I should get the PAF back soon. I
>> will let you know when it comes in and is uploaded.
>>
>> Best regards,
>> * Timon Page *
>> General Manager, Ontario
>> *Please note my email address has changed:*
>> timon.page@thekey.com
>> Mobile: (437) 223-0841
>> TheKey.com <https://thekey.com/>
>> <https://thekey.com>
>>
>>
>>
>>
> 1035986:611100
>

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