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SENATE DOCKET, NO. 1546 FILED ON: 1/16/2025
SENATE . . . . . . . . . . . . . . No. 478
The Commonwealth of Massachusetts
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PRESENTED BY:
Joan B. Lovely
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To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:
The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:
An Act relative to disclosing continuing care retirement community entrance fees.
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PETITION OF:
NAME:DISTRICT/ADDRESS :Joan B. LovelySecond EssexJason M. LewisFifth Middlesex1/28/2025Brendan P. CrightonThird Essex1/29/2025Natalie M. Higgins4th Worcester1/29/2025Joanne M. ComerfordHampshire, Franklin and Worcester1/29/2025Christine P. Barber34th Middlesex2/4/2025Lindsay N. Sabadosa1st Hampshire2/4/2025James B. EldridgeMiddlesex and Worcester2/8/2025Patricia D. JehlenSecond Middlesex2/19/2025John F. KeenanNorfolk and Plymouth2/21/2025Patrick M. O'ConnorFirst Plymouth and Norfolk2/21/2025Bruce E. TarrFirst Essex and Middlesex2/26/2025Danillo A. Sena37th Middlesex3/10/2025 1 of 2
SENATE DOCKET, NO. 1546 FILED ON: 1/16/2025
SENATE . . . . . . . . . . . . . . No. 478
By Ms. Lovely, a petition (accompanied by bill, Senate, No. 478) of Joan B. Lovely, Jason M.
Lewis, Brendan P. Crighton, Natalie M. Higgins and other members of the General Court for
legislation relative to disclosing continuing care retirement community entrance fees. Elder
Affairs.
[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE SENATE, NO. 386 OF 2023-2024.]
The Commonwealth of Massachusetts
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In the One Hundred and Ninety-Fourth General Court
(2025-2026)
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An Act relative to disclosing continuing care retirement community entrance fees.
Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority
of the same, as follows:
1 Section 76 of chapter 93 of the General Laws is hereby amended by adding, after
2paragraph (c)(8), the following new paragraph:-
3 (9) In addition to the requirements otherwise set forth herein, the provider shall give
4every prospective resident a separate document captioned "Disclosure of Entrance Fee Refund"
5that clearly states (a) the amount of the entrance fee to be refunded to the resident under the
6provider's contract, pursuant to paragraph (4) hereof; and (b) the terms, conditions and
7explanation of the process by which the provider shall make such refund to the resident when the
8resident leaves the facility or dies. The resident shall sign this statement prior to paying the full 2 of 2
9entrance fee to the provider. This requirement shall not apply to any fee paid to get on a waiting
10list for a continuing care retirement community.