Continuing Care Retirement Community (CCRC) Checklist

You’ve called your local Care Advisor, narrowed down your options for CCRCs in your dream retirement location and already have tours set up! Now what? Print this checklist and bring it with you when you visit the CCRCs to make sure the community you choose checks of every item on your wish list!


The retirement community is close to shops, dining and entertainment The area surrounding the retirement home is safe Family and friends are close by to the community Hospitals, physicians and other medical care is easily accessible from the community

CCRC Campus:

The landscaping and grounds are well maintained and up kept Parking is available for personal vehicles and guests and is close to the living unit The campus is well lit (parking lots, walkways) The community is handicapped accessible (Parking, walkways, elevators) There is ample space within the unit as well as outdoors Appliances are included in each retirement homeThe living unit is furnished

Services & Amenities:

CCRC offers all levels of care (independent living through long-term care) Short term skilled nursing/rehab services are available if needed Maintenance is included with the fees Transportation is available to local areas/planned travel Daily activities are planned for residents Swimming pool Exercise room/gym

Dining Services:

Dining is available on-site Meals can be billed to the residents account Meals are prepared onsite Community has a chef/nutritionist that work to prepare the menu Guests are invited to meals at the community Dining accommodates special needs (vegetarian/religious options)

Level of Care Needs:

Someone evaluated each resident’s level of care and decides if the resident needs to move to a different area based on care Pricing for the each level of care is clearly stated and understood Nurses are onsite or on-call 24 hours a day


HOA fees Buy-in fees (entrance fee) Care fees are determined on level of care needed Financing options available

Other Questions:

What happens if the resident runs out of money?

Who is the final decision maker when it comes to the level of care a resident requires and if they should be moved or not?

What happens if one family member’s care needs increase, but one’s remains the same? Are they both moved?

How much are the monthly fees and what exactly do they include?

Ready to look for CCRCs in your dream retirement location? Call your local Care Advisor at (877) 345-1706 to get started! Your Care Advisor will help you find the retirement home that is right for you. They will discuss monthly budget, level of care needs and what is important to you in a Continuing Care Retirement Community.

Find more tips for looking for a CCRC, here.