Re: 165506 Marilynn Laddish - FIN-WELCOME CALL - [#1065506]

From
Amy Catalina <amy.catalina@thekey.com>
To
Ariyan Green <clientservice@thekey.com>
CC
teresa.heit@thekey.com, tt@thekey.com, june.jeune@thekey.com
Date
Thu, 27 Feb 2025 16:34:28 -0600
Folder
INBOX
--0000000000009a9dbd062f274b08 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will work on getting this fixed. Thanks for letting me know. Amy Catalina Client Success Manager amy.catalina@thekey.com D: (913)-549-7093 After Hours: (913)663-5000 On Thu, Feb 27, 2025 at 4:30=E2=80=AFPM Ariyan Green wrote: > Hi Teresa, > > I am following up to also advise the payment method provided could not be > verified. We will need a PAF with a valid payment method provided. Thank > you. > > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > > > On Thu, 27 Feb at 5:17 PM , Ariyan Green > wrote: > Good afternoon Teresa, > > I am currently reviewing the onboarding documents for our client, Marilyn= n > Laddish. I noticed that while the Consent Agreement is signed by Marilynn= , > the payment method provided belongs to her spouse, George Laddish. > > Could you please obtain updated forms signed by George, as he is listed a= s > the Responsible Party on the Consent Agreement? > > Thank you for your assistance. If you need any further information, pleas= e > let me know. > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > 1065506:611100 > --0000000000009a9dbd062f274b08 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will work on getting this fixed. Thanks for letting me = know. Amy Catalina Client Suc= cess Manager amy.catalina@the= key.com D: (913)-549-7093 After Hours: (913)663-5000 On Thu, Feb 27, 2025 at 4:30= =E2=80=AFPM Ariyan Green &lt; cl= ientservice@thekey.com &gt; wrote: Hi Teresa, I am following up to also= advise the payment method provided could not be verified. We will need a P= AF with a valid payment method provided. Thank you. Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey M= obile: 855.205.8007 <span styl= e=3D"font-size:10pt;font-family:Verdana,sans-serif;color:rgb(112,112,112);b= ackground-color:transparent;font-weight:400;font-style:normal;font-variant:=

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