Fwd: 165226 Shelia Rowand - FIN-WELCOME CALL - [#1058277]
- From
- =?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
- To
- sspeirs@thekey.com
- CC
- michelle.hudgins@thekey.com, tt@thekey.com
- Date
- Tue, 18 Feb 2025 18:56:55 +0000
- Folder
- INBOX
Good Day! Hope all is well! Im reaching out because I noticed client Shelia Rowand is missing a payment auth form in clearcare. Could you please upload the payment auth form. Note: Please keep in mind if client bank info is provided but someone other then the client signs, we need a financial POA. If this cannot be obtained a new paf will need to be completed by the client. Thank you! Kind Regards, Ereaunah Thomas Email: ltci@thekey.com PH: 855-205-8007 Fax: 813-693-5625