Financial Assistance

Dear Friends:

We have great news for you! We have been asked by many residents and family members if their payments to Rosa Senior Living are tax deductible and we would like to let you know that in most cases the entire monthly cost for assisted living care is tax deductible as a medical expense.

Under the Federal Health Insurance Portability and Accountability Act (“HIPAA”), beginning in January 1997, the cost of maintenance or personal care services that are required by an individual who is unable to perform at least two activities of daily living or who suffers from severe cognitive impairment and who requires supervision to protect self and others from threats to health and safety can be tax deductible if such services are provided pursuant to a plan of care prescribed by a licensed health care practitioner.

We believe the vast majority of Rosa Senior Living residents are likely to meet the requirements for tax deductibility as a medical expense. If you provide over half of a family member’s total support for the calendar year and that person may qualify as your dependent you may be able to deduct his/her medical expenses on your tax return.

This is a tremendous financial benefit to many family members and residents. Because Rosa is unable to provide tax advice we encourage you to fully explore this opportunity and seek the advice of your tax advisor.

Are you a United States Veteran or a surviving spouse of a Veteran?

Do you need assisted living care?

If so, you may be eligible for the Aid and Attendance Program which includes monthly benefits ranging from $945.00 to $1,700.00 to help you pay your out-of-pocket expenses including assisted living care.

The Veteran’s Administration offers these benefits to qualifying United States Veterans or their surviving spouses.

We at Rosa Senior Living are committed to assisting our veterans with the application process.

Contact Rosa at any time to learn more about:

• What services are covered by the Veteran’s Administration
• Which veterans or spouses/widows are eligible
• How to apply and start the prequalification process

You may also contact the VA directly to fill out the Compensation VA Form 21-526. Go to the VA web site at - www.va.gov

The founder of Rosa Senior Living is a Vietnam Era veteran who will make every effort to see that you receive the benefits you are entitled to.