--000000000000b250a3062e07a1d1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning, I am looping in my CSM, Sarah to help obtain this. We will keep you update with our progress. Thank you! Emily On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariyan Green wrote: > Good morning Emily, > > My name is Ariyan Green with the Finance Onboarding team. Happy to meet > you! I am reaching out because I reviewed the Consent Agreement for our > client Jo Hellinger and noticed the form is signed by the client's niece, > Kelly Peplinski, with the client's Trust provided as payment. We will nee= d > a copy of the Trust to confirm that Kelly is a trustee and authorized to > sign. If obtaining a copy of the Trust is not feasible, could you please > request a new CCA signed directly by the client? I appreciate your > attention to this matter. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > 1056107:611100 > --000000000000b250a3062e07a1d1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning, I am looping in my CSM, Sarah to help obtain this. We will keep y= ou update with our progress.=C2=A0 Thank you! Em= ily On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariya= n Green < clientservice@theke= y.com > wrote: Good morning Emily, My name is Ariyan Green with the Finance Onboarding team.= Happy to meet you! I am reaching out because I reviewed the Consent Agreem= ent for our client Jo Hellinger and noticed the form is signed by the clien= t's niece, Kelly Peplinski, with the client's Trust provided as pay= ment. We will need a copy of the Trust to confirm that Kelly is a trustee a= nd authorized to sign. If obtaining a copy of the Trust is not feasible, co= uld you please request a new CCA signed directly by the client? I appreciat= e your attention to this matter. Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0 Email: ltci@thekey.com =C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 <div style=3D"font-family:"Helvetica Neue",