Page 5 - Evaluation with Cover Letter for Henry Rose

your best prices at a Walmart Pharmacy, although the cost savings might be minimal. But if you
needed to fill a short-term prescription for an expensive drug, you might want to call the
nearest Walmart Pharmacy to see what you would pay there. To enroll in a prescription drug
plan, you can call the plan’s toll-free number shown in the evaluation.

Mr. Rose, after you’ve reviewed the evaluation please let me know if you have questions. Also,
there are a couple of things to keep in mind as you make the transition to Medicare for your
primary coverage. On your initial visits to your doctors after October 1, show the office staff
your enrollment cards for Medicare, the Medigap policy and Part D plan. That may help to
avoid any billing confusion. And on your first visit to the pharmacy after October 1, show them
the enrollment card for your Part D coverage so that they have it on file in case you need a
prescription filled locally.

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 from your primary care doctor.

Sincerely,

David Armes, CFP®
Attachments
WDA:91117

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