Page 15 - Cover Letter and Evaluation for Sarah Spero
P. 15
Client Data Sheet
Client ID: 126734 July 15, 2020
Please verify the accuracy of the information below
Client's DOB: 02/23/53
Date that Medicare became or will become primary (when
client has both Part A & Part B): 10/01/20
Client's home zip code: 92114
Has client started receiving Social Security or SSDI payments? No
After client retires, will he or she have access to health
insurance through a spouse's or ex-spouse's employer plan? No
Client's Selection Criteria Does the Medicare
web site indicate that
this doctor accepts
Continue to see following physicians:
Medicare-approved
rates?
Dr. David Liu Internal medicine Yes
Dr. John Bokosky Opthalmology Yes
Client wishes to compare both types of supplemental coverage
Prescription Drugs
Pharmacy Rite Aid
Refill schedule Monthly
5
