Fwd: 164282 Magda Vona - FIN-WELCOME CALL - [#1036732]

From
DeAnna Brown <clientservice@thekey.com>
To
timon.page@thekey.com
CC
amanda.ilines@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 18 Feb 2025 15:02:27 +0000
Folder
INBOX
----==_mimepart_67b4a103a70ed_2063ff4a31a291c1064325a Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hey Timon, We were able to locate the check and can see that Frank is= in fact listed on the account!=C2=A0 Much appreciated! Have a great = day!=C2=A0 DeAnna Brown ltci@thekey.com Long Term Care Insurance Cus= tomer Service - (855)-205-8007 Long Term Care Insurance Fax - (813) 693-5= 625 Billing@thekey.com 866-226-1702 = = On Tue, 11 Feb at 4:41 PM , Timon Page wrote:= = Thanks DeAnna = = Apparently he sent a cheque already. Can you see if we have received it?= It was sent to the the P.O. Box address in Toronto. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Mon, Feb 10, 2025 at 12:50=E2=80=AFPM DeAnna Brown wrote: = = = = = Hi Timon, = = Thank you for forwarding Frank=E2=80=99s response regarding the POA requ= est. Since he stated that the account is jointly held with his mother, we= will need documentation confirming his authorized access=E2=80=94such as= a voided check or a redacted bank statement verifying joint ownership. = = If he is unable to provide this, his mother will need to sign the requir= ed payment authorization forms herself. = = Thanks, = DeAnna Brown = = ltci@thekey.com Long Term Care Insurance Customer Service - (855)-205-800= 7 Long Term Care Insurance Fax - (813) 693-5625 Billing@thekey.com 866-22= 6-1702 = = = = On Mon, 10 Feb at 9:36 AM , Timon Page wrote:= = Fyi, here is the response from Frank: = = = = = fvona@rogers.com = = = = 9:28=E2=80=AFAM (6 minutes ago) = = = = = = = = to=C2=A0me = = = = = = = = = = = = = = The account from which you withdraw the funds is held jointly by my mo= ther and I so you will not require a POA - besides, she is competent so a= POA would not apply.=C2=A0 Frank.=C2=A0 = = Sent from my iPhone = = = = = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Mon, Feb 10, 2025 at 9:10=E2=80=AFAM Timon Page wrote: = = = = Good morning=C2=A0DeAnna = = Yes, I am actively following up on this matter. I have sent another emai= l to Frank this morning and I will see Magda this week. I will ask her to= sign it if I cannot get in contact with Frank.=C2=A0 = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = On Mon, Feb 10, 2025 at 8:25=E2=80=AFAM DeAnna Brown wrote: = = = = = Good Morning, = = I am following up on my last inquiry. I see that new documents were uplo= aded, thank you! However, now we have another issue. The person whose pay= ment information was provided on the PAF is not the person who signed the= document. = = In orde