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NY A01582

Bill

Status

Introduced

1/17/2023

Primary Sponsor

Jo Simon

Click for details

Origin

Assembly

2023-2024 General Assembly

AI Summary

  • Establishes a reverse mortgage loan program within the New York State Mortgage Agency enabling seniors age 65+ to borrow against home equity for long-term care needs.

  • Limits loans to homeowners with incomes below agency-determined thresholds who own single-family homes, condominiums, or co-ops and have lost capacity to function due to chronic illness requiring six or more months of specified care services.

  • Requires area agencies on aging to conduct face-to-face care needs assessments and provide counseling on loan terms, Medicaid implications, community services, and estate planning before loan approval.

  • Mandates independent HUD-approved counseling for all applicants at no cost before lender acceptance of applications, with certification required and maintained for the loan term.

  • Directs agency to issue annual reports including application numbers, approval rates, borrower demographics, loan purposes, and program funding adequacy to the governor and legislature.

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; 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

1/3/2024

Committee Referrals

Housing1/17/2023

Full Bill Text

No bill text available