Page 13 - Cover Letter and Medicare Evaluation for Scot Paltrow
P. 13
Client Data Sheet
Client ID: 77128745 Rx Password Date: November 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: 02/07/56
Date that Medicare became or will become primary (when client
has both Part A & Part B): Already has both
Client's home zip code: 10027
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
Client wishes to compare his current Advantage plan to Medigap policy options
Prescription Drugs
Current refill schedule: Monthly
Pharmacy: CVS
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