Page 7 - Cover Letter and Evaluation for Susan Marx
P. 7
of from one stand-alone drug plan to another. And you can dis-enroll from an Advantage plan
and get a Medigap policy and a stand-alone drug plan with an effective date of January 1,
although you would medically underwritten before you could get the Medigap policy.
In conclusion, Sue, 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 May 1, show the office staff your new
enrollment cards. That will help to avoid any billing confusion. 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 to this letter: Your Rx drugs, dosages, and monthly quantities
WDA:12110
7
