Page 17 - Cover Letter and Evaluation for Margaret Rockey
P. 17
Client Data Sheet
Client ID: 372014b April 8, 2020
Please verify the accuracy of the information below and let us know if changes need to
be made.
Client's DOB: 06/12/55
Date that Medicare became or will become primary (when 06/01/20
client has both Part A & Part B):
Client's home zip code: 86327
Has client started receiving Social Security or SSDI payments? No
After client retires, will he or she have access to health
insurance through a spouse's or ex-spouse's employer plan? No
Client wishes to compare Medicare Advantage plans and
Medigap policies + Part D stand-alone plans
Prescription Drugs Client's pharmacy: CVS
Refill Schedule: Mail Order
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