BE Frank Insurance

Forms · New clients

New client form

For Medicare and under-65 health plans alike. Take as long as you need — you’ll get a chance to check it all before anything is sent.

About you

We ask for your birthday and ZIP so Barb can tell whether we’ve helped you before.

Best way to contact you:
1.) Do you have a current plan:

3.) List your primary care doctor and any doctors that you would not be willing to give up

Doctor 1

Doctor 2

Doctor 3

Doctor 4

Doctor 5

4.) Complete the list of medications

People usually remember to tell me all their prescription tablets and capsules but often forget to include things like their insulin, nasal sprays, asthma inhalers, creams, and ointments. Please include all.

DON'T include medications that are otc (over the counter) or you get at the VA or that Worker's Comp pays for.

Medicine 1

Medicine 2

Medicine 3

Medicine 4

Medicine 5

Medicine 6

Medicine 7

Medicine 8

Medicine 9

6.) If you are Medicare, do you receive Extra Help for your prescriptions:
7.) Do you have Ohio Medicaid:

Stuck? Call Barb on (216) 287-8832.

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