Page 13 - Cover Letter and Medicare Evaluation for Barbara Pender
P. 13

Client Data Sheet




                             Client ID:   638821                     Rx Password Date:     October 15, 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:       08/06/56

                           Date that Medicare became or will become primary (when client
                                                                 has both Part A & Part B):      01/01/22
                                                                   Client's home zip code:        92603


                              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's Selection Criteria



                         Continue to see following physicians:




                         Daisy Tint                                  Family practice












                         Client would like to see comparisons of both types of coverage




                    Prescription Drugs
                                              Current refill schedule: Client does not currently take Rx drugs
                                                          Pharmacy: Rite Aid












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