I've updated a couple of things that you need to be aware of.
First, I've updated the Emergency Management procedure to include information on what to do when someone asks for a "Wellness check" of a resident.
Per our DRS, Christine McPherson, a "Wellness Check" is not a term that is used in our industry, as it implies a level of health assessment that our staff doesn't do. If someone is asking you to assess the health or safety status of a resident, this is something that should be directed toward Emergency Services. If they just want to confirm that someone is home, that's a different matter. Please be sure to thoroughly read the procedure, and contact your Regional Manager, the DRS, or me for any questions.
I've also updated the Verification of Assets form for all regulatory bodies. Often, we send a verification form to a bank thinking we're getting information on checking and savings accounts, etc., only to have them put in an IRA. When they do that, we're not getting the information on RMDs that we need.
If you have a resident with a known IRA, use the "IRA verification form" for that. However, in the event that they have an IRA that will end up verified as part of their assets at a bank, the form now includes a space for IRAs / Annuities.
REMEMBER, you should first be asking for documents to be submitted by the tenant / applicant. Only if those are insufficient will you be sending out a third-party verification.
