Page 15 - Cover Letter and Evaluation for Maria Elena Yajarano
P. 15
Client Data Sheet
Client ID: 1109044 November 11, 2020
Please verify the accuracy of the information below
Client's DOB: 08/11/49
Date that Medicare became or will become primary (when
client has both Part A & Part B): 08/01/14
Client's home zip code: 20815
Has client started receiving Social Security or SSDI payments? Yes
After client retires, will he or she have access to health Employer supplement
insurance through a spouse's or ex-spouse's employer plan? to end on 12/31/20
Client's Selection Criteria
Client wishes to compare both types of supplemental coverage
Prescription Drugs
Pharmacy Not indicated
Mail-order except for one
Refill schedule
prescription
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