Call with Tammy, hoping to complete app asap, still need demos and updated bank statements likely.
ARC CALL: 2ND ATC: MM s/w dtr-Tammy and she said she has printed the full paper app out and has most of the supporting documents. MM suggested letting HH submit the application, Tammy will be coming by Harber office to bring docs and make copies for MM to submit to BW for prospect. MM sent RC TEXT to dtr-Tammy: Good Afternoon Tammy. Per our conversation about the supporting documents needed for your mother's AR Choices application: >Award Letter for Social Security Income >Last 3 months of bank statements (May to current date) >Power of Attorney documents >All medical cards Mary is covered by (Medicare, United Healthcare, etc.) >Vehicle registration (even if she doesn't drive, if she has a vehicle registered in her name we will need this documentation) >Linked apps to her bank: Cash App, Venmo, Zelle, PayPal, etc. (last 3 months of each statement) >Lease agreement, deed or property assessment If you have any questions please feel free to call me anytime. I look forward to meeting and hearing from you in the next couple of days. MM