Page 19 - Cover Letter and Medicare Evaluation for Vic Bosiger
P. 19

Client Data Sheet




                             Client ID:   63021245                   Rx Password Date:     October 11, 2021

                                          Please verify the accuracy of the information below and let us know if
                  To the Client:
                                                               changes need to be made.



                                                                             Client's DOB:       07/22/53

                           Date that Medicare became or will become primary (when client
                                                                 has both Part A & Part B):      01/01/22
                                                                   Client's home zip code:        24551


                              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



                         Continue to see following physicians:




                         Dr. David Paulus                            Family practice



                         Client wishes to enroll in Medicare Advantage plan




                    Prescription Drugs
                                              Current refill schedule: Monthly
                                                          Pharmacy: CVS





















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