Page 15 - Cover Letter and Evaluation for Patti Messerschmitt
P. 15

Client Data Sheet




                                        Client ID:   114301b                             July 22, 2020

                         Please verify the accuracy of the information below and let us know if changes need to
                                                               be made.



                                                                           Client's DOB:       09/30/55

                              Date that Medicare became or will become primary (when
                                                         client has both Part A & Part B):     09/01/20
                                                                 Client's home zip code:        92586


                            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 wants a Medigap policy + stand-alone drug plan for
                                                        supplemental medical coverage




                                                                                         Does this doctor
                               Client's physicians                                       accept Medicare-
                                                                                         approved rates?

                                                  Dr. Michael Truong, Endocrinology               Yes






                                         Prescription Drugs           Client's pharmacy:  Costco
                                                                         Refill Schedule:  Monthly





















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