Re: 167887 Sam Greenberg - FIN-WELCOME CALL - [#1116984]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
CC
mlicoudis@thekey.com, tt@thekey.com, joey.taylor@thekey.com
Date
2025-06-19 11:03:41
Folder
INBOX
--0000000000007c3a5e0637ed37be Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sam Greenberg is no longer on service. It was a temporary case. Have they paid their bill? Cheryl On Thu, Jun 19, 2025 at 10:57=E2=80=AFAM Erea=E2=80=99unah Thomas wrote: > Good Day! > > Following an audit of the payment authorization form for client Sam > Greenberg a financial Power of Attorney (POA) is required. If you're are > unable to obtain the POA from the signer, a new payment authorization wil= l > be needed from the individual who provided their bank information. > > *Please Note:* Before uploading into ClearCare, please review the CCA and > payment authorization to ensure the onboarding forms meet compliance > standards. > *Friendly reminder:* We audit every new client to verify that onboarding > documents are in compliance. Our tickets cannot be closed unless full > compliance is met. Thank you for your assistance! > . > Kind Regards, > > *Ereaunah Thomas * > *Email: *ltci@thekey.com > *PH:* 855-205-8007 > *Fax:* 813-693-5625 > > 1116984:611100 > --0000000000007c3a5e0637ed37be Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sam Greenberg is no longer on service. It was a temporary= =C2=A0case. Have they paid their bill? Cheryl=C2=A0 On Thu, Jun 19, 2025 at 10:57=E2=80=AFAM Erea=E2=80= =99unah Thomas < clientservic= e@thekey.com > wrote: Good Day!=C2=A0 Foll= owing an audit of the payment authorization form for client Sam Greenberg a= financial Power of Attorney (POA) is required. If you're are unable to= obtain the POA from the signer, a new payment authorization will be needed= from the individual who provided their bank information. Please Note: Before uploading into ClearCare, please review the CCA and payment autho= rization to ensure the onboarding forms meet compliance standards. Friendly reminder: We audit every new client to verify that onboarding documents are = in compliance. Our tickets cannot be closed unless full compliance is met. = Thank you for your assistance! . Kind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0 ltci@thekey.com PH: 855-20= 5-8007 =C2=A0 Fax: 813-693-5625 1116984:611100 --0000000000007c3a5e0637ed37be--

Thread (1)