Page 5 - Cover Letter and Evaluation for Marilyn Shelton
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preferred pharmacy in this plan but not in the Wellcare Wellness Rx Plan). You can enroll in
either plan by calling (888) 293-5151. These two plans are compared side-by-side in Appendix
C2 and their benefits are shown in more detail in Appendices C3 and C4.
Finally, 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 January 1, show the office staff your new enrollment
cards for Medicare A&B, your Medigap policy and your Part D stand-alone plan. That will help
to avoid any billing confusion. 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: California’s Birthday Rule
WDA:12115
5
