Information Request - New Client

Information Request for KBellbenefits, LLC

Name (only one person per information request form please):

COMPLETE Address (Street, City, State, Zip, & County):

Preferred Phone (Area Code & Phone Number):

Email:

Date of Birth:

If Medicare Part A and/or Part B is NOT in place, when will you apply? Click calendar icon.

When would you like your Medicare plan to start? Click calendar icon.

Name of your current insurance company and plan that have now (list NONE if n/a)

OPTIONAL: Upload a document listing ALL your physicans

Upload File

Primary Care Physician

List their specialty:

1 - DDS:

1 - List their specialty:

2 - Doctor:

2 - List their specialty:

3 - Doctor:

3 - List their specialty:

4 - Doctor:

4 - List their specialty:

5 - Doctor:

5 - List their specialty:

6 - Doctor:

6 - List their specialty:

7 - Doctor:

7 - List their specialty:

8 - Doctor:

8 - List their specialty:

List additional physicians and their specialty in the text field below

Your preferred pharmacy name and location:

OPTIONAL: Upload a document listing ALL of your prescription medications.

Upload File

1 - Drug name - enter NONE if no Rx

1 - Dose (mg, tab, ml, etc)

1 - How often?

2 - Drug name

2 - Dose (mg, tab, ml, etc)

2 - How often?

3 - Drug name

3 - Dose (mg, tab, ml, etc)

3 - How often?

4 - Drug name

4 - Dose (mg, tab, ml, etc)

4 - How often?

5 - Drug name

5 - Dose (mg, tab, ml, etc)

5 - How often?

6 - Drug name

6 - Dose (mg, tab, ml, etc)

6 - How often?

7 - Drug name

7 - Dose (mg, tab, ml, etc)

7 - How often?

8 - Drug name

8 - Dose (mg, tab, ml, etc)

8 - How often?

9 - Drug name

9 -Dose (mg, tab, ml, etc)

9 - How often?

List additional drugs, dose, and frequency of intake in the text field below

Would you like your plan to have the following benefit(s)? (Check all that apply)

Additional comments:

Thanks for submitting! Please visit:www.kbellbenefits.com