Re: 164228 Judy Van Dam - FIN-WELCOME CALL - New PAF // POA - [#1035103]

From
Nancy Hopkins <nhopkins@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
dmockenhaupt@thekey.com, tt@thekey.com, june.jeune@thekey.com
Date
Sat, 22 Feb 2025 08:37:46 -0600
Folder
INBOX
--000000000000a3607f062ebc0d13 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Laurie, The newly signed agreement has been added to Judy Van Dam's file. Thank you for your patience. Nancy On Fri, Feb 21, 2025 at 9:51=E2=80=AFAM Nancy Hopkins = wrote: > The client's daughter assured me that she will visit her parents this > evening and make sure it gets signed and resubmitted. > > On Tue, Feb 11, 2025 at 1:50=E2=80=AFPM Laurie Simpson > wrote: > >> Hi Diane, >> >> Thank you for obtaining the Healthcare Surrogate form, however this form >> does not allow Kara Van Dam to use James VanDam's checking account witho= ut >> his permission. >> Please obtain new PAF signed directly by James VanDam OR please obtain >> Financial POA for Kara Van Dam who signed the PAF. >> >> >> Thank you, >> Laurie >> Laurie Simpson >> TheKey, In Home Care for Seniors >> >> ltci@thekey.com >> Long Term Care Insurance Customer Service - (855)-205-8007 >> Long Term Care Insurance Fax - (813) 693-5625 >> Finance Customer Service - (866) 226-1702 >> >> >> TheKey.com Notice: This e-mail transmission may contain information that >> is proprietary, privileged and/or confidential and is intended exclusive= ly >> for the person(s) to whom it is addressed. This message may also contain >> Protected Health Information (PHI) and must be treated confidentially an= d >> handled in accordance with HIPAA and other federal and state privacy law= s. >> Any use, copying, retention or disclosure by any person other than the >> intended recipient or the intended recipient's designees is strictly >> prohibited. If you are not the intended recipient or their designee, ple= ase >> notify the sender immediately and delete this e-mail (and any accompanyi= ng >> attachments). >> >> On Fri, 24 Jan at 11:55 AM , Diane Mockenhaupt >> wrote: >> Yes, I reached out to Nancy again and told her we need this today >> >> On Fri, Jan 24, 2025 at 10:51=E2=80=AFAM Timothy Thomas = wrote: >> >>> Hi Diane, can we please resolve this as soon as possible. >>> >>> Thanks >>> >>> On Fri, Jan 24, 2025 at 11:43=E2=80=AFAM Laurie Simpson >>> wrote: >>> >>>> 3rd Request - Please obtain new PAF or POA for current signer. >>>> Thank you, >>>> Laurie >>>> Laurie Simpson >>>> TheKey, In Home Care for Seniors >>>> >>>> ltci@thekey.com >>>> Long Term Care Insurance Customer Service - (855)-205-8007 >>>> Long Term Care Insurance Fax - (813) 693-5625 >>>> Finance Customer Service - (866) 226-1702 >>>> >>>> >>>> TheKey.com Notice: This e-mail transmission may contain information >>>> that is proprietary, privileged and/or confidential and is intended >>>> exclusively for the person(s) to whom it is addressed. This message ma= y >>>> also contain Protected Health Information (PHI) and must be treated >>>> confidentially and handled in accordance with HIPAA and other federal = and >>>> state privacy laws. Any use, copying, retention or disclosure by any p= erson >>>> other than the intended rec

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