Hi Laurie,
The newly signed agreement has been added to Judy Van Dam's file.
Thank you for your patience.
Nancy
On Fri, Feb 21, 2025 at 9:51 AM Nancy Hopkins <nhopkins@thekey.com> wrote:
> The client's daughter assured me that she will visit her parents this
> evening and make sure it gets signed and resubmitted.
>
> On Tue, Feb 11, 2025 at 1:50 PM Laurie Simpson <clientservice@thekey.com>
> wrote:
>
>> Hi Diane,
>>
>> Thank you for obtaining the Healthcare Surrogate form, however this form
>> does not allow Kara Van Dam to use James VanDam's checking account without
>> his permission.
>> Please obtain new PAF signed directly by James VanDam OR please obtain
>> Financial POA for Kara Van Dam who signed the PAF.
>>
>>
>> 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
>>
>>
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>> On Fri, 24 Jan at 11:55 AM , Diane Mockenhaupt <dmockenhaupt@thekey.com>
>> wrote:
>> Yes, I reached out to Nancy again and told her we need this today
>>
>> On Fri, Jan 24, 2025 at 10:51 AM Timothy Thomas <tt@thekey.com> wrote:
>>
>>> Hi Diane, can we please resolve this as soon as possible.
>>>
>>> Thanks
>>>
>>> On Fri, Jan 24, 2025 at 11:43 AM Laurie Simpson <itsupport@thekey.com>
>>> wrote:
>>>
>>>> 3rd Request - Please obtain new PAF or POA for current signer.
>>>> 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, 21 Jan at 12:38 PM , Laurie Simpson <ltci@thekey.com> wrote:
>>>> 2nd Request - Please obtain new PAF or POA for current signer.
>>>>
>>>> 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 Wed, 15 Jan at 4:43 PM , Laurie Simpson <ltci@thekey.com> wrote:
>>>> Hi Diane,
>>>>
>>>> After auditing new client 164228 Judy Van Dam, we noticed that the PAF
>>>> form requires a Financial POA for signer.
>>>>
>>>> If obtaining the Financial POA isn’t feasible, could you please request
>>>> a new PAF form signed directly by 164228 Judy Van Dam? 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).
>>>>
>>>>
>>>> 1035103:611100
>>
>
>
> --
> Nancy Hopkins
> Client Success Manager
> *Please note my email has changed:*
> nhopkins@thekey.com <Nancy.Hopkins@TheKey.com>
> (847) 853-7777
> (847) 745-8748
> TheKey.com <https://www.thekey.com/>
>
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--
Nancy Hopkins
Client Success Manager
*Please note my email has changed:*
nhopkins@thekey.com <Nancy.Hopkins@TheKey.com>
(847) 853-7777
(847) 745-8748
TheKey.com <https://www.thekey.com/>
We value your feedback. Please leave us a Google review.
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