----==_mimepart_6900d9f894ab8_1fc652c024835ec Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi there, Checking on status of POA for Jerry Cauley. =C2=A0Were you = able to get this from family last week? =C2=A0I do not see it loaded in W= ellsky. Please let me know the status. Thank you, Laurie Simpso= n Finance Onboarding=C2=A0|=C2=A0TheKey Laurie.Simpson@thekey.com =0D= =0D On=0D Wed, 22 Oct at 10:31 AM=0D , TheKey Support wro= te:=0D Malin, =0D Can you please get the documents requested this week. =0D =0D Thank you, =0D Diane =0D =0D =0D =0D On Wed, Oct 22, 2025 at 9:19=E2=80=AFAM Jeannie Ortiz wrote: =0D =0D =0D =0D =0D =0D =0D =0D Good Day, =0D =0D =0D =0D I am writing to follow up on Laurie's request regarding the Power of Att= orney (POA) documents. We have been working with this client since August= and have yet to receive a response from the office regarding whether the= POA documentation has been acquired. As of today, no documentation has b= een uploaded into Clear Care, which places us in a position of non-compli= ance. Have we successfully obtained any documentation from the POA that = authorizes him to access the client's account? Moreover, in the event tha= t the client disputes any costs, we currently lack the necessary document= ation to address such a dispute effectively. =0D =0D =0D =0D =0D =0D Thank You,=C2=A0 Jeannie Ortiz =0D =0D Finance Onboarding & Experience Manager =0D =0D =0D jeannie.ortiz@thekey.com=C2=A0 =0D =0D =0D =0D Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On=0D =0D Fri, 17 Oct at 11:48 AM=0D =0D , Laurie Simpson = wrote:=0D =0D =0D =0D =0D =0D Hi there, =0D =0D =0D =0D Have you been able to obtain the POA yet?=C2=A0 Please let me know if th= ere is anything I can do to make the agreement legal. =0D =0D =0D =0D Thank you, =0D =0D Laurie Simpson =0D =0D =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D =0D =0D On Mon, 6 Oct at 11:52 AM , Laurie Simpson w= rote:=C2=A0 =0D =0D =0D =0D Malin, =0D =0D =0D =0D Please provide POA for Jerry Cauley to attach to agreement signed by Dea= n Cauley. =0D =0D =0D =0D Thank you, =0D =0D Laurie Simpson =0D =0D =0D =0D Finance Onboarding=C2=A0|=C2=A0TheKey=0D =0D =0D =0D Laurie.Simpson@thekey.com=0D =0D =0D =0D =0D =0D ----==_mimepart_6900d9f894ab8_1fc652c024835ec Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Hi there, =0D =0D Checking on status o= f POA for Jerry Cauley. =C2=A0Were you able to get this from family last = week? =C2=A0I do not see it loaded in Wellsky. =0D Please let me know t= he status. =0D =0D =0D Thank you, =0D Laurie Simpson =0D =0D Finance Onboarding=C2=A0 |=C2=A0 TheKey =0D =0D Laurie.Simpson@thekey.com =0D =0D =0D =0D On=0D Wed, 22 Oct at 10:31 AM=0D