Resident Financial Assistance

Eligibility of the Applicant:

  • Must be a current resident in good standing for at least:

    • Independent Living: Five years from move-in date (all Independent Living years of residency apply to the requirement for Care Services eligibility)
    • Care Services: Three years from move-in date from outside of the community
  • Must have demonstrated financial need as determined by our foundation board.
  • Source of income/assets have incurred substantial interruption prior to temporary assistance from the Living Well Foundation.

Application Process

Residents should apply for financial assistance at least six months prior to exhausting available assets and resources. For a Financial Assistance Application please contact the Community Business Office or click here to download the application form. To protect the privacy and confidentiality of residents, applications for financial support, together with supporting documentation should be submitted to the Business Office of the Community. The Executive Director will perform a review of each application, make an initial recommendation, and forward the application to the Director of Philanthropy who will review the application with our foundation board for approval. Note that the name of the applicant will not be disclosed to the board members for confidentiality purposes.

Applications will be received and reviewed by our foundation board on a quarterly basis and must be received 30 days prior to quarter end. When received, the applicant will be notified that the application has been received via email or in writing. Our foundation board reserves the right to request additional financial information from the resident applicant or family members of the applicant.

Upon completion of the review by our foundation board, the applicant will be notified of the decision in writing. If the resident is denied assistance, they have 14 business days to make an official written request to the Director of Philanthropy for reconsideration by our foundation board based upon information provided along with the written request.