Fwd: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]
- From
- =?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
- To
- sspeirs@thekey.com
- CC
- shellie.lim@thekey.com, tt@thekey.com
- Date
- Tue, 22 Jul 2025 19:20:26 +0000
- Folder
- INBOX
Good Day! Following an audit of the payment authorization form for client Sylvia Priebe 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 authorization to ensure the onboarding forms meet compliance standards. Friendly Reminder to All Offices: Every new client profile activated in ClearCare is audited to ensure that onboarding documents meet compliance requirements. This matter cannot be resolved on our end until all client paperwork is fully compliant. Thank you for your assistance! Kind Regards, Ereaunah Thomas Email: ltci@thekey.com PH: 855-205-8007 Fax: 813-693-5625
Thread (4)
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Tue, 22 Jul 2025 12:27:59 -0700
Shellie Lim
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Tue, 22 Jul 2025 16:57:54 -0700
Shellie Lim
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Tue, 22 Jul 2025 16:57:54 -0700
Shellie Lim
- Re: 169044 Sylvia Priebe - FIN-WELCOME CALL - [#1147990]Wed, 23 Jul 2025 11:56:51 -0700
Shellie Lim