Re: 163823 Mair Williams - FIN-WELCOME CALL - New PAF and CCA / POA - [#1022092]

Attached the new document.

On Fri, Feb 14, 2025 at 1:25 PM Cheryl Cartwright <ccartwright@thekey.com>
wrote:

> We reached out the client's daughter right away. She originally said she
> was dropping off the POA so we were waiting. She has now said she will use
> her own bank account and so I sent the new forms. Just waiting for them to
> come back.
>
>
>
> On Fri, Feb 14, 2025 at 1:18 PM Laurie Simpson <ltci@thekey.com> wrote:
>
>> Hi there,
>>
>> 2nd Request -  Please obtain Financial POA for signer Joanna Vertahuy.
>>
>>
>>
>> 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 Tue, 11 Feb at 2:22 PM , Laurie Simpson <ltci@thekey.com> wrote:
>> Hi Maria,
>> After auditing new client 163823 Mair Williams, we noticed that the PAF
>> and CCA were not signed by client.  Please obtain Financial POA for signer
>> Joanna Vertahuy.
>>
>> If obtaining the Financial POA isn’t feasible, could you please request a
>> new PAF and CCA signed directly by 163823 Mair Williams? 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).
>>
>> 1022092:611100
>>
>