Re: 165103 Jo Hellinger - FIN-WELCOME CALL - [#1056107]

--000000000000fcd427062e08a6d3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I have reached out to Kelly about this matter earlier this week. I am waiting on the new signed document from her. Thank you! On Thu, Feb 13, 2025 at 9:22=E2=80=AFAM Emily Swackhamer wrote: > Good morning, > > I am looping in my CSM, Sarah to help obtain this. We will keep you updat= e > with our progress. > > Thank you! > > Emily > > On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariyan Green > wrote: > >> Good morning Emily, >> >> My name is Ariyan Green with the Finance Onboarding team. Happy to meet >> you! I am reaching out because I reviewed the Consent Agreement for our >> client Jo Hellinger and noticed the form is signed by the client's niece= , >> Kelly Peplinski, with the client's Trust provided as payment. We will ne= ed >> a copy of the Trust to confirm that Kelly is a trustee and authorized to >> sign. If obtaining a copy of the Trust is not feasible, could you please >> request a new CCA signed directly by the client? I appreciate your >> attention to this matter. >> >> Kind Regards, >> Ariyan Green >> Finance Onboarding Analyst >> Email: ltci@thekey.com >> Ph: 855-205-8007 >> Fax: 813-693-5625 >> >> >> >> 1056107:611100 >> > --=20 Sarah Tenny Client Success Manager sarah.tenny@thekey.com Mobile: (314) 718-6255 Office: (314) 863-8989 TheKey.com *We value your feedback. Please leave us a Google review * --000000000000fcd427062e08a6d3 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, I have reached out to Kelly about this matter earli= er this week. I am waiting on the new signed document from her. Thank you! On Thu, Feb 13, 2025 at 9:22=E2=80=AFAM Emily Swackham= er &lt; emily.swackhamer@thek= ey.com &gt; wrote: Good morning, I am looping in my CSM, Sarah to help obtain this. We will ke= ep you update with our progress.=C2=A0 Thank you! Emily On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariyan Green &lt; clientservice@theke= y.com &gt; wrote: Good morning Emily, My name is Ariyan Green with the Finance Onboarding team.= Happy to meet you! I am reaching out because I reviewed the Consent Agreem= ent for our client Jo Hellinger and noticed the form is signed by the clien= t&#39;s niece, Kelly Peplinski, with the client&#39;s Trust provided as pay= ment. We will need a copy of the Trust to confirm that Kelly is a trustee a= nd authorized to sign. If obtaining a copy of the Trust is not feasible, co= uld you please request a new CCA signed directly by the client? I appreciat= e your attention to this matter. Kind Regards,=C2=A0 Ariyan Green=C2=A0 <div style=3D"font-family:&quot;Helvetica Neue&quot;,Helvetica,Arial,sans-s=