Page 5 - Cover letter and evaluation for Linda Hosier

ask your new plan if your prescriptions can be transferred from your current insurance (in a few
cases, they can).

Linda, 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 Rx drug plan you’re enrolled in. That will
help to avoid any billing confusion. Finally, 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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