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

--000000000000b62d79062e1d7793 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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=E2=80=AFPM Laurie Simpson wr= ote: > 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 > > > 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 Tue, 11 Feb at 2:22 PM , Laurie Simpson 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 signe= r > Joanna Vertahuy. > > If obtaining the Financial POA isn=E2=80=99t feasible, could you please r= equest a > new PAF and CCA signed directly by 163823 Mair Williams? We appreciate yo= ur > 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 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). > > 1022092:611100 > --000000000000b62d79062e1d7793 Content-Type: text/html; charset="UTF-8" Content-Transfer