How many people reside in your home? (If you have more than 6 persons in your household, call 410-313-2062 for assistance).
What is the total income of all residents of your home from the previous tax year before any deductions or exemptions are taken?
This is not the Adjusted Gross Income or Taxable Income, but total income. The only exclusions are income of persons taken as dependents on your federal tax returns and your income tax refund.
What is the age of the oldest living owner of your home?
As of the end of last year, what was the total current balance in cash, savings, and checking accounts held by owners of your home?
As of the end of last year, what is the amount of investments in qualified retirement plans and individual retirement accounts for all owners of your home?
As of the end of last year, what was the net worth of investments held by all owners of your home?
Net worth means current value minus debt. Investments include real estate, trust funds, money market funds, certificates of deposit, stocks, stock options, bonds, other securities, installment and land sales contracts, mortgages held, commodities etc., but does not include your primary residence. Investments do not include cash value of life insurance, tangible personal property, qualified retirement plans or IRAs.
How long have you owned and resided in your home?
Is an owner who is 65 or older