Fwd: 169434 Patricia (Pat) Anne Lawlor Michel Domville - FIN-WELCOME CALL-NEED CCA - [#1160293]

From
Cynthia Valdez <clientservice@thekey.com>
To
joey.taylor@thekey.com, mlicoudis@thekey.com
CC
jeannie.ortiz@thekey.com, tt@thekey.com
Date
hu, 18 Sep 2025 13
Folder
INBOX
Good Morning,      Checking back for an update on needed docs. Please advise.      Cynthia Valdez  Finance Onboarding Analyst III  | TheKey  Phone: 855-205-8007          
                           
                            On
                            Tue, 16 Sep at  3:44 PM
                            ,  Cynthia Valdez <clientservice@thekey.com>  wrote:
                             
  
 Hi Maria/ Joey,  
   
 Can you please offer an update regarding needed CCA for Client 169434 Patricia (Pat) Anne Lawlor Michel Domville? Client has been on services since 8/6 and it is critical we have the required agreement, signed accordingly and uploaded to Client CC profile.  
   
 Re: CCA/ Payment Forms- 
 As a reminder, the signature provided must be legible. If a Client or Representative from TheKey is signing the document, they must ensure that the signature is valid. Using a cursive email as a valid signature is not permitted. 
   
  
  Please let us know if there are any questions.  
   
 Thank you, 
 Cynthia Valdez 
 
Finance Onboarding Analyst III  | TheKey
 
 Phone: 855-205-8007 
   
   
  
 
                           
                            On
                            Fri, 12 Sep at  1:00 PM
                            ,  Ariyan Green <clientservice@thekey.com>  wrote:
                             
  
 Hello Joey, 
   
 I hope you are doing well. Are there any updates that can be provided on the CCA for our client?  
   
 Kind Regards,  
 Ariyan Green 
 
Finance Onboarding Analyst| TheKey
 
 Mobile: 855.205.8007 
   
  
   
   
   
  
 
                           
                            On
                            Thu, 4 Sep at  9:36 AM
                            ,  Ariyan Green <clientservice@thekey.com>  wrote:
                             
  
 Hello Joey, 
   
 I am writing to follow up on my previous email for an updated CCA with a valid signature. Are there any updates that can be provided at this time? 
 
 Kind Regards, 
 
 Ariyan Green 
 
Finance Onboarding Analyst| TheKey
 
 Mobile: 855.205.8007 
   
  
   
   
   
  
 
                           
                            On
                            Thu, 28 Aug at  9:10 AM
                            ,  Ariyan Green <clientservice@thekey.com>  wrote:
                             
  
 Good morning Joey, 
   
 Checking in again to see if there are any updates on the CCA? As mentioned previously, the CCA was signed using an email address instead of the signee's first and last name. Please advise. 
   
 Kind Regards,  
 Ariyan Green 
 
Finance Onboarding Analyst| TheKey
 
 Mobile: 855.205.8007