Re: 166566 Albert "James" Baka - FIN-WELCOME CALL - Need CCA - [#1085243]

From
Danielle James <danielle.james@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
ashley.alford@thekey.com, tt@thekey.com, june.jeune@thekey.com
Date
2025-04-01 15:05:52
Folder
INBOX
--0000000000001174700631bd11a9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, I thought we were told whoever is the payer is who should be signing the consent. The wife's name is on the bank account there for she signed the consent. Example: Jake Smith is the client BUT Suzy Jorgenson is on the bank information, then Suzy needs to sign even if they are not the POA. We have children who pay for their parent's services. PLease advise on what is correct. *Danielle James LPN* Milwaukee General Manager | TheKey Mobile: 414-309-4827 *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA On Tue, Apr 1, 2025 at 1:21=E2=80=AFPM Laurie Simpson wrote: > Hi Ashley, > > For new client Albert Baka, the CCA is missing details under the > responsible party section. If this section of the CCA is blank, only the > client or POA can sign the CCA. I did not see a Financial POA on file in > Wellsky. Please obtain new CCA with responsible party section completed = . > You are not permitted to alter the CCA on file unless the client initials > your changes. Please let me know when new CCA is uploaded and I apprecia= te > your help getting everything in order. > > > > > Laurie Simpson > Finance Onboarding | TheKey > Laurie.Simpson@thekey.com > 855.205.8007 > > 1085243:611100 > --0000000000001174700631bd11a9 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, =C2=A0I thought we were told whoever=C2= =A0is the payer is who should be signing the consent. The wife&#39;s name i= s on the bank account there for she signed the consent. = Example:=C2=A0 Jake Smith is the client BUT Suzy Jor= genson is on the bank information, then Suzy needs to sign even if they are= not the POA. We have children=C2=A0who pay for their parent&#39;s services= . PLease advise on what is correct. Danielle James LPN Mil= waukee General Manager | TheKey Mobile: 414-309-4827 = Have positive feedback? We&#39;d love to share that with the community:=C2= =A0 https://search.google.com/local/writereview?placeid= =3DChIJkbvX_ggg3YARmZmeZB1UILA On Tue, Apr 1, 2025 at 1:21=E2=80=AFPM Laurie Simpson &lt; clientservice@thekey.com &gt; wrote= : <div style=3D"font-family:&quot;Helvetica Neue&quot;,

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