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[quote=Anonymous][quote=Anonymous]I think this is totally normal. We did this for my mom in Virginia -- for a non-profit CCRC, by the way, so it's complete paranoia IMO to say they want this information so they can drain your accounts. No way. They want this information so they can make reasonable financial and actuarial projections about whether your parent will be able to continue to pay their bills for the time that they are projected to live. And like the immediate PP, my mom's CCRC also has a charitable foundation to kick in if someone runs out of money, but that's not a bottomless well of financial assistance.

It's also reasonable for them to ask for physical/medical information as well. My mom had to get a physical and take a cognitive test as well before moving into her CCRC, again because the CCRC wants to make reasonable projections about whether the new resident will be safe in independent living and how long actuarially it might be before the person might need assisted living or memory care.

FWIW, my mom was resistant to moving to a CCRC -- we got the ball rolling in the summer of 2022, and she had been isolated for two years during the pandemic and was well-settled where she'd been living for 30+ years.

OMG -- she loves it so, so, so much. It's given her a new lease on life. She has a huge social circle now, and has a serious boyfriend for the first time since she and my dad got divorced nearly 30 years ago. She's unbelievably happy, and the place is amazing -- great staff and great services. I only wish we'd been able to get here there years ago after she retired, but she's living her best life now and is happier than she's ever been in her life.

Don't delay applying because of financial disclosure requirements. [/quote]

Great to hear a happy story about moving into senior living. Which CCRC did your mom move to?[/quote]

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