Page 6 - Cover Letter and evaluation for Michael Hartzmark
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Michael, there are a couple of things to keep in mind as you make the transition to Medicare.
On your initial visits to your doctors beginning December 1, show the office staff your new
enrollment cards. That will help to avoid any billing confusion. And show your Part D enrollment
card to your pharmacist. 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®
* If you order your mail-order prescriptions in December, you will of course have a two-month
supply of your medications at the start of 2021. Thus the timing of your quarterly co-payments
next year will be pushed back from the dates shown in Appendix C2. But your 2021 costs will
remain at $545.
Appendices
WDA:102220
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