Page 5 - Cover Letter and Evaluation for Patti Messerschmitt

– your first invoice will probably arrive it August and it will be for $433.80. There will be no cost
for your Part A coverage.

In addition to your Part B premiums, your Medigap Plan G premiums will be about $140 a
month, and if you enroll in the Wellcare Wellness Rx Plan, your premiums will be $13.70 a
month. But the Wellcare Wellness Rx Plan may not be the best plan to enroll if you need to get
your insulin through Part D.

Patti, there are a couple of things to keep in mind as you make the transition to Medicare. On
your initial visits to your doctors after September 1, show the office staff your new enrollment
cards. That will help to avoid any billing confusion. And show your Part D enrollment
information to the Costco pharmacist. Also, you’re entitled to a free “Welcome to Medicare”
physical (see page 11 of the evaluation), but you’ll probably have to request it.

Sincerely,

David Armes, CFP®

Attachment to this letter: What’s covered by Part B and by Part D

WDA:12110

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