Page 5 - Cover Letter and Evaluation for Steve DIckhaus

Steve, after you’ve reviewed the evaluation please let me know if you have questions. Once
you’ve selected a plan (or plans), you can call the toll-free numbers shown in the evaluation to
enroll. And you may need not need new prescriptions, but verify that with your pharmacy.

Also, 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 March 1, show the office staff your new enrollment cards
for Medicare (A&B) and the plan(s) you’ve enrolled in. That may help to avoid any billing
confusion. And on your first visit to the pharmacy in March, show them the enrollment card for
your Part D coverage. 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: Medicare’s special enrollment period for Advantage plan enrollees
WDA:416

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