Page 5 - Cover letter and evaluation for Jack Hosier

You can enroll in the plan you choose by calling its toll-free number, shown on page 4 of your
evaluation and in Appendices C2 and C3. You will likely need new prescriptions from your
doctors regardless of the plan you choose.

Jack, please let me know if you have any questions. There are a couple of things to keep in mind
as you make the transition to Medicare as your primary coverage. On your initial visits to your
new doctors after January 1, show the office staff your enrollment cards for Medicare A&B,
your Medigap policy and your Part D stand-alone plan. And on your first visit to the pharmacy,
show them the enrollment card for the plan you’re enrolled in. 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®

Attachments
WDA:12115

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