Page 15 - Cover Letter and Evaluation for Stephen Spero
P. 15
Client Data Sheet
Client ID: 126734 July 31, 2020
Please verify the accuracy of the information below
04/13/53
Date that Medicare became or will become primary (when
client has both Part A & Part B): 10/01/20
Client's home zip code: 92114
Has client started receiving Social Security or SSDI payments? Yes
After client retires, will he or she have access to health
insurance through a spouse's or ex-spouse's employer plan? No
Client's Selection Criteria Does the Medicare
web site indicate that
this doctor accepts
Continue to see following physicians:
Medicare-approved
rates?
Dr. David Liu Internal medicine Yes
Dr. Phillip Taunton Optometry Yes
Dr. Abraham Chyung Neurology Yes
Client wishes to compare both types of supplemental coverage
Prescription Drugs
Pharmacy Rite Aid
Refill schedule Monthly
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