First Appointment Checklist

Please bring the following items to your first appointment:

YOUR MEDICARE CARD

* THIS IS ONLY IF YOU HAVE ALREADY ENROLLED INTO MEDICARE & HAVE RECEIVED YOUR CARD

DRIVERS LICENSE OR STATE IDENTIFICATION

 

A LIST OF MEDICATIONS YOU ARE CURRENTLY TAKING

* PLEASE INCLUDE THE PRESCRIBED DOSAGE & FREQUENCY

A LIST OF DOCTORS YOU ARE CURRENTLY USING

* PLEASE INCLUDE SPECIALISTS, DENTISTS, & CHIROPRACTORS

CURRENT HEALTH INSURANCE CARD & POLICY INFORMATION

* PLEASE INCLUDE YOUR OUT OF POCKET COST FOR HEALTH INSURANCE PREMIUMS AND (IF APPLICABLE) WHAT YOUR EMPLOYER PAYS EACH MONTH

BANKING INFORMATION

* PLEASE HAVE THE NAME OF YOUR BANKING INSTITUTION ALONG WITH THE ACCOUNT AND ROUTING NUMBERS

DECLARATION PAGES FROM YOUR HOME & AUTO INSURANCE POLICIES

* THIS IS NOT MANDATORY, BUT MOST CLIENTS WANT TO HAVE THEIR OTHER POLICIES REVIEWED TO ENSURE THEY ARE NOT OVERPAYING AND HAVE THE PROPER COVERAGE IN PLACE

SCHEDULE A FREE CONSULTATION WITH TYRONE CARR & ASSOCIATES

Let's have a conversation today! Call us to speak with an associate or schedule an appointment online.

 



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10299 E. Grand River Ave. Suite K

Brighton, MI 48116

Brighton Chamber
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