ASOP 3
(CONTINUING CARE RETIREMENT COMMUNITIES AND AT HOME PROGRAMS)
(Table of Contents)
| Passage | Title |
|---|---|
| Entire Section | Introduction |
| §0.0 | Transmittal Memorandum |
| §0.1 | Authors |
| Passage | Title |
|---|---|
| Entire Section | Section 1 (Purpose, Scope, Cross References, and Effective Date) |
| §1.1 | Purpose |
| §1.2 | Scope |
| §1.3 | Cross References |
| §1.4 | Effective Date |
| Passage | Title |
|---|---|
| Entire Section | Section 2 (Definitions) |
| §2.0 | Intro to Section 2 |
| §2.1 | Actuarial Balance Sheet |
| §2.2 | Actuarial Present Value |
| §2.3 | Additional Fee |
| §2.4 | Advance Fee |
| §2.5 | At Home Program |
| §2.6 | Cash and Investment Balance |
| §2.7 | Cohort of New Contractual Residents or New Members |
| §2.8 | Continuing Care Retirement Community (CCRC) |
| §2.9 | Contractual Resident |
| §2.10 | Fee Structure |
| §2.11 | Health Care Guarantee |
| §2.12 | Health Center |
| §2.13 | Independent Living Unit |
| §2.14 | Level(s) of Care |
| §2.15 | Living Unit |
| §2.16 | Member |
| §2.17 | Membership Agreement |
| §2.18 | Morbidity |
| §2.19 | Non-Contractual Resident |
| §2.20 | Occupancy Rate |
| §2.21 | Periodic Fee |
| §2.22 | Permanent Transfer |
| §2.23 | Physical Property |
| §2.24 | Population Projection |
| §2.25 | Refund Guarantee |
| §2.26 | Residency Agreement |
| §2.27 | Temporary Transfer |
| §2.28 | Trend |
| §2.29 | Valuation Date |
| §2.30 | Withdrawal |
| Passage | Title |
|---|---|
| Entire Section | Section 3 (Analysis of Issues and Recommended Practices) |
| §3.1 | Introduction |
| §3.2 | Determination of Satisfactory Actuarial Balance |
| §3.3 | Actuarial Balance Sheet |
| §3.4 | Cohort Pricing Analysis |
| §3.5 | Cash Flow Projections |
| §3.6 | Actuarial Asset and Liability Values |
| §3.7 | Selection of Actuarial Assumptions |
| §3.8 | Benevolence Funds and Financial Assistance Subsidies |
| §3.9 | For-Profit CCRCs or At Home Programs |
| §3.10 | Equity or Cooperative CCRCs or At Home Programs |
| §3.11 | Additional Considerations Affecting CCRC or At Home Program Finances |
| §3.12 | External Restrictions |
| §3.13 | Reliance on Data or Other Information Supplied by Others |
| §3.14 | Documentation |
| Passage | Title |
|---|---|
| Entire Section | Section 4 (Communications and Disclosures) |
| §4.1 | Required Disclosures in an Actuarial Report |
| §4.2 | Assignments Involving an Opinion on Satisfactory Actuarial Balance |
| §4.3 | Additional Disclosures in an Actuarial Report |
| Passage | Title |
|---|---|
| Entire Appendix | Appendix 1 (Background and Current Practices) |
| Cmmtry §1.0 | Background and Current Practices |
| Passage | Title |
|---|---|
| All Commentary | Comments on the Exposure Draft and Responses |
| §0.0 | Intro to the ASOP Commentary |
| Cmmtry §0.0 | Intro to the ASOP Commentary |
| Cmmtry §1 | Comments & Responses on Section 1 of the Exposure Draft |
| Cmmtry §1.1 | Comment on Section 1.1 |
| Cmmtry §1.2 | Comment on Section 1.2 |
| Cmmtry §2 | Comments & Responses on Section 2 of the Exposure Draft |
| Cmmtry §2.4 | Comment on Section 2.4 |
| Cmmtry §2.11 | Comment on Section 2.11 |
| Cmmtry §2.24 | Comment on Section 2.24 |
| Cmmtry §3 | Comments & Responses on Section 3 of the Exposure Draft |
| Cmmtry §3.0 | General Comment on Section 3 |
| Cmmtry §3.2 | Comment on Section 3.2 |
| Cmmtry §3.3 | Comment on Section 3.3 |
| Cmmtry §3.4 | Comment on Section 3.4 |
| Cmmtry §3.5 | Comment on Section 3.5 |
| Cmmtry §3.6 | Comment on Section 3.6 |
| Cmmtry §3.7 | Comment on Section 3.7 |
| Cmmtry §3.8 | Comment on Section 3.8 |
| Cmmtry §3.10 | Comment on Section 3.10 |
| Cmmtry §3.11 | Comment on Section 3.11 |
| Cmmtry §3.14 | Comment on Section 3.14 |
| Cmmtry §4 | Comments & Responses on Section 4 of the Exposure Draft |
| Cmmtry §4.1 | Comment on Section 4.1 |
| Cmmtry §4.2 | Comment on Section 4.2 |
Feel free to use any/all of its sections throughout your financial/insurance/actuarial life.
Sincerely,
www.FroogleMe.com
