Julie Hilbert Visits Again...

SENIOR MOMENT UPDATE

HOMESTEAD TAX CREDIT CLINICS – It’s that time of year again, starting on February 1, 2009, senior services will start to assist anyone 60 years of age or older with getting a refund on the rent they pay or the taxes they pay on their house. If you make $24,500 total income per year you may qualify for a credit. Please call Julie at 929-3521 for more information.
To qualify for Homestead credit you must:
Be a legal Wisconsin resident for all of 2008
Have a household income less than $24,500
Be a owner or renter of the homestead during 2008
Not be claiming farmland preservation credit for 2008
Not be living in a nursing home and receiving medical assistance
No claim may be filed on behalf of a person after his or her death
What to bring: 1099’s from Social Security, banks, pensions, and any other statements of income and a copy of your property tax bill or a completed rent certificate.

HOMESTEAD CLINICS
Waupun – 301 E. Main Street, Waupun - February 2, 2009 from 12:30 to 2:00 p.m.

Riverview Apartments – 101 Western Avenue, Fond du Lac – February 3, 2009 from 12:30 to 3:30 p.m.

Grand Court Apartments – 630 W. Arndt St., Fond du Lac – February 4, 2009 from 10:00 a.m. to 11:30 a.m.

Westnor Apartments – 653 W. Arndt Street, Fond du Lac – February 4, 2009 from 12:30 to 3:30 p.m.

Heather Meadows – 235 Winnebago Street, North Fond du Lac – February 9, 2009 from 10:30 to 11:30 a.m.

Northgate Apartments – 350 Winnebago Street, North Fond du Lac – February 9, 2009 from 12:30 – 2:00 p.m.

Ripon Senior Center – 301 Watson Street, Ripon – February 10, 2009, 9:30 to 11:30 a.m.

Campbellsport – 163 E. Main Street, Campbellsport – February 11, 2009 from 12:30 to 2:00 p.m.

Brandon – Grand Vista Apartments, 552 E. Washington, Brandon – February 12, 2009 from 1:30 to 2:30 p.m.
Energy Assistance
Madison Number to set apts – 800-506-5596
Meet with rep. In FDL (Carrie or Pat) 920-929-3445
104 S. Main St. Suite 711
Fond du Lac, WI 54935
Apply times run from October to May 15th (Not guaranteed because of funding)
To Qualify
SS cards of people in home
Utility bill
All gross income for previous 3 months (everyone in home)
Income 2008-2009 Season:
$1300 a month or $15,600 per year for individuals
$1750 a month or $21,000 per year for couples
*Crisis funding – if get grant but doesn’t cover costs they can still get additional funding

Citizens Energy Heating Assistance Program - The benefit is a one time delivery of up to 100 gallons of heating oil free of charge to eligible enrollees. Applications can start being submitted on Jan. 5th. Our clients have 3 ways to enroll. Over the phone at 1-800-563-4645, online at http://www.ohpcrm.com/ClientApplication2.htm or by mail by printing off an application http://www.ohpcrm.com/CEApplication.pdf and mailing it in. Completed applications should be sent to:
Citizens Program/CITGO Oil Heath Processing Center
PO Box 9112
Franklin, MA 02038

Property Tax Deferral Loan Program
Due June 30, 2009 (every June 30th)
They fill out application and are evaluated
Qualifications:
65 years of age or older
Qualifying insured home in Wisconsin and reside there for all of 2008
$20,000 total household income
Outstanding liens, loans and judgments cannot exceed 33% of assessed value
Interest rate changes yearly (2008 6% compounded annually)If approved a check is printed for the applicant and tax authority

Julie Hilbert Info...

SENIOR MOMENT UPDATE

Senior Services Transportation – Starting January 1, 2009, the elderly walk-on van for people 60 years of age or older will be $2.00 per way and $4.00 round trip. The handi-van lift equipped vans will be $2.50 per way and $5.00 round trip and the escort service that provides transportation to people with limited mobility and ADA certified by physician will be $2.00 per way within FDL County and outside FDL County will be $5.00 each way. Please call 929-3110 for more information.

Be wary of discount health plans – With the cost of health insurance plans going up people look to different ways to save money. Informational flyers, faxes, mass mailings have offers of huge savings. Be aware of ads that offer free for 30 days, a card that will offer you savings on doctors, dentists, pharmacist and hospitals. However when you check the list of providers you may find few if any who actually provide a discount based on the ad or card. Also, the card isn’t really free because you pay a registration fee then after 30 days there are monthly fees ranging from $29.95 to $49.00. If you have questions on these and other “discount” health plans please contact Julie at 929-3521.

HOMESTEAD TAX CREDIT CLINICS – It’s that time of year again, starting on February 1, 2009, senior services will start to assist anyone 60 years of age or older with getting a refund on the rent they pay or the taxes they pay on their house. If you make $24,500 total income per year you may qualify for a credit. Clinic dates and locations will be published in local papers as well as on the KFIZ website or you can call 929-3521 for more information.