Page 13 - Cover Letter and Medicare Evaluation for Neill McLauchlin
P. 13
Client Data Sheet
Client ID: 11419347 March 19, 2021
Please verify the accuracy of the information below and let us know if changes need to
be made.
Client's DOB: 03/26/55
Date that Medicare became or will become primary (when
client has both Part A & Part B): 06/01/21
Client's home zip code: 28212
Has client started receiving Social Security or SSDI payments? Will start on 6/1/21
After client retires, will he or she have access to health
insurance through a spouse's or ex-spouse's employer plan? No
Client wants to compare Advantage plans to Medigap polices
and stand-alone drug plans
Prescription Drugs Client's pharmacy: Walmart
Refill Schedule: Mail-Order
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