Page 8 - Jupiter West - September '21

Page 8, Jupiter West

Medicare Corner Tax Talk

With Kathy O Dear Friends, Ask Anne: Surrendering
We are thrilled Tax
License Plates
Talk readership continues
to grow, and if you are
As an insurance joining us here for the first Did you know that license plates
agent who specializes time – welcome! Please are the property of Florida, and are
in Medicare plans, I am know that we value our assigned to you, not the vehicle?
often asked, “Why do readers and look forward If you are selling, trading in or
I need a local agent?” to sharing important news otherwise changing vehicles, it is your responsibility to make
Medicare can be complex and valuable information sure your plate is removed and handled properly. Read on for
and confusing with all the with you each month. the answers to common questions concerning license plates,
different options and all With the arrival of and please visit www.pbctax.com/frequently-asked-questions
the mailers, commercials September, we are preparing for the end of the annual for additional information.
that promise the moon, Business Tax Receipt (BTR) renewal period, which runs Question: My elderly parent no longer needs their car. We
suggestions, “facts” or July 1 through Sept. 30. I urge local business owners plan to sell it, but what should we do with the license plate?
stories you might hear to renew their receipt online at www.pbctax.com/local- Answer: Properly surrendering your plate will protect you
from friends, relatives or neighbors. In fact, my mom fell business-tax if they haven’t already done so. It is fast and from any future possible fraud or misuse of the plate, as it is
into this web of confusion, and I watched her struggle easy to do! associated with your parent’s name and address. Include a written
with navigating plans as she moved between North Our office is also gearing up for the 2021/22 tax season request to surrender with the name, address and phone number
Carolina and Florida and during annual enrollment each as we prepare to mail out over 615,000 property tax bills associated with the registration, and drop it in a drop box at one
year. She had complex medical issues and a fixed income on Nov. 1. Needless to say, it is our largest mailing of the of our six Service Centers (Monday through Friday, 8:15 a.m. to
so additional benefits were very important to her. When year, and our team is ready to deliver! 5 p.m.) or send it by mail to PBC Tax Collector, P.O. Box 3715,
I would ask her questions about her coverage, she had I hope you enjoy the remaining days of summer and West Palm Beach, FL 33402.
no idea and no one to turn to for help. It broke my heart that you and your family remain safe and healthy. Question: I am going away to college in the fall and do not
to see her struggle and frustrated me that I didn’t have Sincerely, want to continue paying for auto insurance while my car sits in
the knowledge to help her. I had a life and health license Anne M. Gannon, my parents’ driveway. What should I do?
since 2008 but was only trained in life insurance. I also Constitutional Tax Collector, Answer: If the decal on the license plate is unexpired,
did customer service for property and casualty but could Serving Palm Beach County surrender the plate first and then cancel your insurance. This will
not offer my own mom the type of support I could give prevent your driving privilege from being suspended. You can
my clients at work. A close friend working with United Is Service In Your DNA? drop the plate off at one of our convenient drop boxes or mail
Healthcare Medicare plans encouraged me to take the it in with a written request to cancel and recycle the plate (see
training necessary to be appointed and I joined him in In last month’s Tax above for the address).
2013 working with Medicare consumers. My mom was Talk, I asked service- Question: What should I do with an old plate that I found in
my first client. minded individuals my garage?
Many people are great at Internet research and can who are seeking Answer: The proper way to dispose of a plate is to surrender
analyze and choose a plan that works for them. But did meaningful work it, as outlined above.
you know; if you choose a plan and enroll, you cannot to consider a career
add a local agent later. Your only resource is the 800 with our agency. We And The Award Goes To…
number on the back of your card. heard from many
Most extra benefits of a local agent happen after enthusiastic applicants, and, we have several more I have heard from many
you enroll. I am a resource for my members. I can client service specialist (CSS) positions available at all clients that our Tax Planner and
reorder lost cards, answer benefit questions, give a list locations, including our Client Care and Research Center, Services Guide is their favorite
of specialists, review notices, claim statements and so and our soon-to-be opened office in the city of Westlake. publication from our office.
much more. The best part is there is no cost to you the We will be inviting select CSS applicants for an I am thrilled to share that our
Medicare recipient! opportunity to participate in qualifications testing and 2021 edition of the guide was
I’m an educator of Medicare Basics: I guide you an in-person interview with members of our management recently named a 2021 APEX
through enrollment. We meet one on one to review and team – all in the same day! The invitational hiring event Award Winner in Publications
analyze your specific health situation and needs. We will be held on Saturday, Sept. 11 at one of our service Excellence in the “One-of-a-Kind Publication” category. With
review the features and benefits and limitations of plans. centers. If you have 60 hours of college credit and want to nearly 1,200 entries in the competition, each is judged on
I also look up costs of medications, check out doctors join an award-winning team as a client service specialist, excellence in graphic design, editorial content, and the success
and networks and compare multiple plans with you. please apply by close of business on Monday, Aug. 30, of the entry in achieving overall communications effectiveness,
I speak Medicare: Supplement, Drug Plan and to be considered for the invitational event. by a panel of Apex judges. The guide is available in convenient,
Advantage Plan. For a free Medicare plan review please Our recruiting team will reach out to invite qualified digital flipbook format at www.pbctax.com, or email us at
call me. Kathy Olejniczak, agent, (561) 212-7640. candidates to the event and provide details at that time. ClientAdvocate@pbctax.com to request a printed copy.
Apply online: Client Service Specialist – Constitutional
Tax Collector (pbctax.com). Thanks! You Liked Us!

Advertise, Important Dates And Last month, we invited you to join us on social media and
“Like” our Facebook page @PBCTAX for a chance to win a
Check Out Our Website! Deadlines free TCO Prize Pack. We were overwhelmed with the response
so a huge “thank you” to all who liked our Facebook page. As
July 1 to Sept. 30 Local business tax due promised, after the July 25 deadline, we randomly selected
www.seabreezepublications.com Sept. 6 Tax collector offices closed – Labor Day three winners. Congratulations to Fernanda Elena Bozzo, John
Daniels, and Larry Weiss! To claim your prize if you haven’t
or call (561) 746-3244 already done so, please email ClientAdvocate@pbctax.com
and provide your contact phone number and mailing address. A
sincere thank you to all who participated!

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