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NY A02174

Bill

Status

Introduced

1/14/2021

Primary Sponsor

Jo Simon

Click for details

Origin

Assembly

2021-2022 General Assembly

AI Summary

  • Authorizes the New York mortgage agency to establish a reverse mortgage loan program enabling seniors age 65+ who own their homes to access home equity for long-term care needs.

  • Limits loans to applicants with a chronic illness or condition requiring specified long-term care services for six consecutive months or more, with income not exceeding agency-set maximums.

  • Requires area agencies on aging to conduct face-to-face care needs assessments for applicants and provide counseling on loan terms, Medicaid eligibility impacts, available services, and estate planning.

  • Mandates independent HUD-approved reverse mortgage counseling before loan acceptance, with counselors prohibited from receiving compensation from lenders or related financial entities.

  • Requires the agency to issue annual reports to the governor and legislature detailing application numbers, approval rates, denial reasons, borrower demographics, loan purposes, and funding adequacy.

Legislative Description

Establishes a reverse loan mortgage loan program for seniors; provides for the state of NY mortgage agency to establish many of the parameters for the implementation of the program; defines terms; requires a care needs assessment of each applicant; further provides that area agencies on aging shall provide counseling and assistance to applicants; requires independent counseling in compliance with HUD regulations; directs the state of New York mortgage agency to issue an annual report to the governor and the legislature.

Last Action

referred to housing

1/5/2022

Committee Referrals

Housing1/14/2021

Full Bill Text

No bill text available