Page 13 - Cover Letter and Evaluation for Paul Stelter
P. 13
Client Data Sheet
Client ID: 11419231b October 23, 2020
Please verify the accuracy of the information below and let us know if changes need to
be made.
Client's DOB: 03/21/50
Date that Medicare became or will become primary (when 01/01/21
client has both Part A & Part B):
Client's home zip code: 60451
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 wants to compare both types of coverage
Prescription Drugs Client's pharmacy: CVS
Refill Schedule: Mail Order
5
