Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]

From
Nancy Hopkins <nhopkins@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
dmockenhaupt@thekey.com, tt@thekey.com, june.jeune@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 18 Feb 2025 12:02:27 -0600
Folder
INBOX
--00000000000064b798062e6e725d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I sent it to her at their request and will ask again for signature Nancy Hopkins Client Success Manager *Please note my email has changed:* nhopkins@thekey.com (847) 853-7777 (847) 745-8748 TheKey.com We value your feedback. Please leave us a Google review. [image: TheKey] On Tue, Feb 18, 2025 at 10:13=E2=80=AFAM Laurie Simpson wrote: > 4th Request - 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 > > > TheKey.com Notice: This e-mail transmission may contain information that > is proprietary, privileged and/or confidential and is intended exclusivel= y > 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, plea= se > notify the sender immediately and delete this e-mail (and any accompanyin= g > attachments). > > On Wed, 12 Feb at 10:09 AM , Nancy Hopkins wrote: > I have asked Kara. > > Nancy Hopkins > Client Success Manager > *Please note my email has changed:* > nhopkins@thekey.com > (847) 853-7777 > (847) 745-8748 > TheKey.com > > We value your feedback. Please leave us a Google review. > > [image: TheKey] > > > On Tue, Feb 11, 2025 at 1:50=E2=80=AFPM Laurie Simpson > 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 witho= ut >> 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 >> >> >> TheKey.com Notice: This e-mail transmission may contain information that >> is proprietary, privileged and/or confidential and is intended exclusive= ly >> for the person(s) to whom it is addressed. This message may also contain >> Protected Health Information (PHI) and must be treated confidentially an= d >> handled in accordance with HIPAA and other federal and state privacy law= s. >> Any use, copying, retention or disclosure by any person other than the >> intended recipien

Thread (1)