This is a multipart message in MIME format. ------=_NextPart_000_06F3_01DA4D35.8DCC41B0 Content-Type: multipart/related; boundary="----=_NextPart_001_06F4_01DA4D35.8DCC68C0" ------=_NextPart_001_06F4_01DA4D35.8DCC68C0 Content-Type: multipart/alternative; boundary="----=_NextPart_002_06F5_01DA4D35.8DCC68C0" ------=_NextPart_002_06F5_01DA4D35.8DCC68C0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Tim =20 I wasn=E2=80=99t aware this form was formally rolled out to your team = but we received a completed form (emailed to the Help Desk) today. What = is the expected process you have in mind when we receive this form that = we can chat through? =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Steve Koyanagi =20 Sent: Wednesday, November 29, 2023 11:06 AM To: Timothy Thomas Cc: eclark@thekey.com; Alyson Rohane Subject: Re: Tax Exemption form =20 The attached includes some proposed revisions. Let me know if you'd like = to discuss after you review. =20 On Tue, Nov 28, 2023 at 8:42=E2=80=AFAM Steve Koyanagi = > wrote: I'll see what I can do and circle back. =20 On Tue, Nov 28, 2023 at 6:28=E2=80=AFAM Timothy Thomas > wrote: Hi Steve, =20 I dug around and unfortunately no one seems to have the original Word = version. I believe if you have a paid version of adobe you can convert = it back to word.=20 =20 =20 =20 On Mon, Nov 27, 2023 at 11:45=E2=80=AFAM Steve Koyanagi = > wrote: Can you circulate the original document in word format? =20 On Mon, Nov 27, 2023 at 6:17=E2=80=AFAM Timothy Thomas > wrote: Yes, thanks Elizabeth. =20 It will also need to be modified for each province as this form only = relates to Ontario. =20 On Mon, Nov 27, 2023 at 8:09=E2=80=AFAM > wrote: Hi Steve =20 Circling back to this, I believe Tim is looking to ensure the form is = approved by counsel before we start distribution to the field/asking = clients to sign. Are you able to review this? =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: eclark@thekey.com >=20 Sent: Wednesday, September 27, 2023 5:28 AM To: 'Timothy Thomas' > Subject: RE: Tax Exemption form Importance: High =20 Hi Tim =20 Sorry for the delay. To clarify, this form is approved (needs a new = logo) but you=E2=80=99re looking for help to distribute and training the = teams here to use the form. Correct? =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Steve Koyanagi = >=20 Sent: Wednesday, September 13, 2023 6:47 PM To: Timothy Thomas >; Elizabeth = Clark > Subject: Fwd: Tax Exemption form =20 Thanks, Tim. Looping in Elizabeth from the finance team. Elizabeth, is = there someone on your team that can support Tim with this initiative? =20 =20 ---------- Forwarded message --------- From: Timothy Thomas > Date: Wed, Sep 13, 2023 at 7:48=E2=80=AFAM Subject: Fwd: Tax Exempt