Medicare Fact Finder Client - Julie Muhlhauser | Arch Brokerage | St. Louis, MO

Employee Benefit Plans
Medicare
Individual Coverage
Forms
Arch Financial
About
Contact

Employee Benefit Plans
Medicare
Individual Coverage
Forms
Arch Financial
About
Contact

Arch Brokerage Medicare Fact Finder - Julie Muhlhauser

"*" indicates required fields

Step 1 of 2

50%

Complete the Medicare fact finder to jump start your application process

Your answers are secure and confidential.

Client

Name

First Middle Last

Email

Phone

Existing Arch Brokerage Customer?

I am an existing Arch Brokerage customer

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Date of Birth

Month

Day

Year

Gender

Male

Female

County

Spouse Name

Spouse Date of Birth

Month

Day

Year

Medicare ID

Retirement Effective date

MM slash DD slash YYYY

Medicare Part A Effective Date

MM slash DD slash YYYY

Medicare Part B Effective Date

MM slash DD slash YYYY

Current plan coverage & monthly premium:

Smoker? (please enter Yes or No)*

How did you hear about us?

Do you have a medicare.gov account?

Yes

No

Medicare.gov Username:

Medicare.gov Password:

If you do not have a medicare.gov account, do you give Arch Brokerage permission to set one up on your behalf?

Yes

No

Please select below the type of product(s) you want the agent to discuss.

Stand-alone Medicare Prescription Drug Plans (Part D)

Yes

No

Medicare Advantage Plans (Part C) and Cost Plans

Yes

No

Dental/Vision/Hearing Products

Yes

No

Supplemental Health Products

Yes

No

Medicare Supplement (Medigap) Products

Yes

No

PHYSICIANS

Primary Care

First Last

Address

Specialist

First Last

Type of Specialist

Address

Specialist 2

First Last

Type of Specialist

Address

Specialist 3

First Last

Type of Specialist

Address

Specialist 4

First Last

Type of Specialist

Address

Hospital Preference

Prescription Drug(s) Currently Prescribed

Substitute Generics for Brand?

Yes

No

Preferred Pharmacy

Switch Pharmacies to Save?

Yes

No

Please do not list any over-the-counter medications. Please do not state “as needed” as we need an approximate quantity to provide an accurate review.

The form can accommodate up to 15 drugs and will automatically add additional drug lines if needed

1. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

2. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

3. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

4. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

5. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

6. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

7. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

8. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

9. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

10. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

11. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

12. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

13. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

14. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

15. Prescribed Drug

Dosage

Quantity

Frequency (How often do you take this medication?)

Additional Information

CAPTCHA

Comments

This field is for validation purposes and should be left unchanged.

PHONE

FAX

EMAIL

LOCATION

(314) 849-9292

[email protected]

8084 Watson Rd # 100,
St. Louis, MO 63119

Employee Benefit Plans Individual Coverage Medicare

Connect on LinkedIn

Privacy Statement | Copyright © 2025 Arch Brokerage Inc. | BeanstalkWebSolutions

Medicare Overview
Medicare Supplements
Medicare Advantage Plans
Prescription Drug Plan
Life Insurance
Annuities
Long Term Care Insurance (LTC)
Dental Benefits
Vision Benefits
Travel Policies