All information you provide to us at the time you apply to join one of our Communities as a resident or as an owner.

We use this information to identify you, to communicate with you, to determine your eligibility for the transactions you request, and to enter into contracts with you.

If your application is accepted, typically a minimum of four years after your residency or status as an investor ends.  If your application is denied, typically a minimum of four years after the date of denial.

Identifiers such as your name, postal and e-mail address, and telephone number(s).

We use this information to identify you and to communicate with you.  In addition, when you provide identifiers through our website as part of the “New Resident Login” account process, or through the “Resident Portal” or similar form, we will share your information with the Community where you are a resident.

If your application is accepted, typically a minimum of four years after your residency or status as an investor ends.  If your application is denied, typically a minimum of four years after the date of denial.

Identifiers such as Social Security Number, Tax Identification Number, date of birth, driver’s license number, and signature. 

We use this information to verify your identity, to verify and determine your eligibility for the transactions you request, to enter into contracts with you, and to comply with legal requirements. 

If your application is accepted, typically a minimum of four years after your residency or status as an investor ends.  If your application is denied, typically a minimum of four years after the date of denial.

Financial information such as your credit or debit card and bank account number. 

We use this information when you pay rent or other fees and expenses associated with transactions with us. 

If your application is accepted, typically a minimum of four years after your residency or status as an investor ends.  If your application is denied, typically a minimum of four years after the date of denial.

Professional information, such as your employment, source of income and employment history. 

We use this information to verify your identity, and to verify and confirm your eligibility for the transactions you request.

If your application is accepted, typically a minimum of four years after your residency or status as an investor ends.  If your application is denied, typically a minimum of four years after the date of denial.

Audio and visual information, such as voice recordings when you leave a voice message for us, or your photograph if you visit a location with security cameras.

We use audio information to provide you with the transactions, services and information you have requested, such as when you leave a voice message for us.  We use visual information to promote and maintain the security of our premises, to detect illegal activity, and to prosecute those responsible for that activity.

Typically 30 days, unless circumstances require us to retain this information for a longer period.

Information reported to us following a credit check, consumer report, investigative consumer report and/or background check that you authorize. 

To determine whether you are eligible for the transactions you have requested.    

If your application is accepted, typically a minimum of four years after your residency or status as an investor ends.  If your application is denied, typically a minimum of four years after the date of denial.

Internet or other electronic network activity, such as your interaction with our website(s) and, if applicable, your interactions with your account(s).

We use this information to provide you with the services and information you request, to analyze the activity on our website, to improve our website, to provide you with information about products and services that may be of interest to you, and to detect fraud and security incidents. 

Typically two months but possibly as long as 14 months.

Identifiers, such as your name, postal and e-mail address, telephone number(s) and sensitive personal information such as your Social Security Number or Tax Identification Number.

We use this information to identify you, to communicate with you, to determine your eligibility to be an investor or owner, to process your request, and to enter into contracts with you.  We also use this information to report any capital gains or losses on any transactions, where required by law to do so.

If you become an investor or owner, typically a minimum of four years after you sell or dispose of your investment.  If your do not become an investor or owner, typically a minimum of four years after the date of denial.

Financial information

We use this information to determine your eligibility to be an investor or owner, to process your request, and to enter into contracts with you.

If you become an investor or owner, typically a minimum of four years after you sell or dispose of your investment.  If your do not become an investor or owner, typically a minimum of four years after the date of denial.

Information reported to us following a credit check, consumer report, investigative consumer report and/or background check that you authorize.

We use this information to determine your eligibility to be an investor or owner, to process your request, and to enter into contracts with you.

If you become an investor or owner, typically a minimum of four years after you sell or dispose of your investment.  If your do not become an investor or owner, typically a minimum of four years after the date of denial.

Identifiers such as your name, postal and e-mail address, telephone number(s), and emergency contact information.

We use this information to communicate with you and to notify your loved one in the event of an emergency.   

As required by law.  Typically a minimum of four years after the termination of our contractual relationship. 

Identifiers such as your Social Security or Tax Identification Number, and signature.

We use this information to comply with tax laws and to process our payment to you. 

As required by law.  Typically a minimum of four years after the termination of our contractual relationship.

Your bank account information.

We use this information to direct deposit funds to your account, if you so instruct. 

As required by law.  Typically a minimum of four years after the termination of our contractual relationship.

Educational information, such your educational history and degrees.

We use this information to decide whether to contract with you, and on what terms.     

As required by law.  Typically a minimum of four years after the termination of our contractual relationship.

Professional and employment-related information, such as your work history, references, professional licenses, certifications, and information from your public social media accounts (such as LinkedIn).

We use this information to determine whether to enter into an independent contractor relationship with you, and on what terms.      

As required by law.  Typically a minimum of four years after the termination of our contractual relationship.

Your business name and independent contractor agreement with us.

We use this information to establish the terms of our contract with you.  

As required by law.  Typically a minimum of four years after the termination of our contractual relationship.

Visual information, such as photographic images from security cameras in certain locations in our offices and surrounding areas.

We use this information to maintain the security and safety of our people and property, and to detect and prosecute illegal activity. 

30 days, unless circumstances require us to retain this information for a longer period.

Information regarding your electronic network activity using our equipment, such as browsing history, usage and e-mail content. 

We use this information to monitor your activities, to maintain security, and to detect improper activity. 

As required by law.  Typically four years after the termination of our contractual relationship; longer in archived and back up storage.

Voluntary identification of your race/ethnicity, gender, disability status and veteran status (you have the option to choose not to self-identify).

We use this information to comply with government reporting requirements, and to respond to diversity questionnaires from the government and our clients. 

As required by law.  Typically a minimum of four years after the termination of our contractual relationship, although some records may be kept longer as required.

Medical information, such as whether you have received a COVID-19 vaccine. 

We use this information to mitigate the risk of COVID-19 transmission.  If a positive case of COVID-19 is detected or reported in the workplace, we will comply with legal requirements to report that information to the appropriate federal, state and local public health agencies. 

N/A

Identifiers such as your name, postal and e-mail address, telephone number(s) and emergency contact number.

We use this information to identify you, to communicate with you, and to notify your designated point of contact in the event of an emergency.

As required by law.  Typically a minimum of four years after employment decision or termination of employment, whichever is longer.

Identifiers such as Social Security Number, Tax Identification Number, date of birth, driver’s license number, passport number, tax status, and signature. 

We use this information to comply with tax laws, to verify your eligibility to work in the United States, to process our payroll, and to provide you with company-sponsored benefits.

As required by law.  Typically a minimum of four years after employment decision or termination of employment, whichever is longer.

Your bank account information.

We use this information to direct deposit funds to your bank account, if you so instruct. 

As required by law.  Typically a minimum of four years after termination of employment.

Health and medical information.

We use this information to provide you with company-sponsored benefits, process claims, and to review and consider accommodation requests for non-standard work arrangements.

As required by law.  Typically a minimum of four years after termination of employment.

Educational information, such as the educational institutions you have attended, your degrees and certifications.

We use this information to verify qualifications for the position for which you are applying. 

As required by law.  Typically a minimum of four years after termination of employment.

Professional information, such as your employment history, professional licenses, and certifications. 

We use this information to verify qualifications, past employment and eligibility for employment with us.    

As required by law.  Typically a minimum of four years after termination of employment.

Visual information, such as your photograph.

We use this information to promote our business and commercial relationships, to display in any and all media for business promotion, advertising and trade. We also use this information to create an identification badge for you, for security purposes. 

Photographs for our identification badges are retained 30 days after termination of employment.  We retain photographs of promotional and group events for an unlimited period of time.

Visual information, such as photographic images from security cameras in certain locations in our offices and surrounding areas.

We use this information to maintain the security of our premises, to detect illegal activity, and to prosecute those responsible for that activity.

Typically 30 days, unless circumstances require us to retain this information for a longer period.

Information reported to us following a consumer report, investigative consumer report and/or background check that you authorize. 

To determine whether you are eligible for employment with us. 

Four years after termination of employment.

Information regarding your electronic network activity using our equipment, such as browsing history, usage and e-mail content. 

We use this information to monitor employee activities, to maintain the security of our systems, and to detect improper activity. 

As required by law.  Typically four years after the termination of employment; longer in archived and back up storage.

Commercial information in connection with business-related expenses that you submit to us for reimbursement. 

We use this information to evaluate your expense report and to reimburse you for authorized expenses.

Typically a minimum of four years after termination of employment. 

Voluntary identification of your race/ethnicity, gender, disability status and veteran status (you have the option to choose not to self-identify).

We use this information to comply with government reporting requirements, and to respond to diversity questionnaires from the government and our clients. 

As required by law.  Typically a minimum of four years after the termination of employment, although some records may be kept longer as required.

Additional information as described in our separate Employee Manual. 

We use this information to provide services to our clients, residents and investors, to maintain the security and safety of our employees and property, to protect the confidentiality of our and our clients’ information. 

As required by law.  Typically a minimum of four years after the termination of employment, although some records may be kept longer as required.

Medical information, such as whether you have received a COVID-19 vaccine. 

We use this information to mitigate the risk of COVID-19 transmission.  If a positive case of COVID-19 is detected or reported in the workplace, we will comply with legal requirements to report that information to the appropriate federal, state and local public health agencies. 

As required by law.  Typically a minimum of four years after the termination of employment, although some records may be kept longer as required.

All information you provide to us at the time you apply to join one of our Communities as a resident or as an owner.

·      You

We use this information to identify you, to communicate with you, to determine your eligibility for the transactions you request, and to enter into contracts with you.

Identifiers such as your name, postal and e-mail address, and telephone number(s).

·      You

We use this information to identify you and to communicate with you.  In addition, when you provide identifiers through our website as part of the “New Resident Login” account process, or through the “Resident Portal” or similar form, we will share your information with the Community where you are a resident.

Identifiers such as Social Security Number, Tax Identification Number, date of birth, driver’s license number, and signature. 

·      You

We use this information to verify your identity, to verify and determine your eligibility for the transactions you request, to enter into contracts with you, and to comply with legal requirements. 

Financial information such as your credit or debit card and bank account number. 

·      You

We use this information when you pay rent or other fees and expenses associated with transactions with us. 

Professional information, such as your employment, source of income and employment history. 

·      You

·      Background check providers (that you authorize)

We use this information to verify your identity, and to verify and confirm your eligibility for the transactions you request.

Audio and visual information, such as voice recordings when you leave a voice message for us, or your photograph if you visit a location with security cameras.

·      You

We use audio information to provide you with the transactions, services and information you have requested, such as when you leave a voice message for us.  We use visual information to promote and maintain the security of our premises, to detect illegal activity, and to prosecute those responsible for that activity.

Information reported to us following a credit check, consumer report, investigative consumer report and/or background check that you authorize. 

·      You

To determine whether you are eligible for the transactions you have requested.    

Internet or other electronic network activity, such as your interaction with our website(s) and, if applicable, your interactions with your account(s).

·      You

We use this information to provide you with the services and information you request, to analyze the activity on our website, to improve our website, to provide you with information about products and services that may be of interest to you, and to detect fraud and security incidents. 

Identifiers, such as your name, postal and e-mail address, telephone number(s) and sensitive personal information such as your Social Security Number or Tax Identification Number.

·      You

We use this information to identify you, to communicate with you, to determine your eligibility to be an investor or owner, to process your request, and to enter into contracts with you.  We also use this information to report any capital gains or losses on any transactions, where required by law to do so.

Financial information

·      You

We use this information to determine your eligibility to be an investor or owner, to process your request, and to enter into contracts with you.

Information reported to us following a credit check, consumer report, investigative consumer report and/or background check that you authorize.

·      You

·      Background check providers (that you authorize)

We use this information to determine your eligibility to be an investor or owner, to process your request, and to enter into contracts with you.

Identifiers such as your name, postal and e-mail address, telephone number(s) and emergency contact number.

·      You

We use this information to identify you, to communicate with you, and to notify your designated point of contact in the event of an emergency.

Identifiers such as Social Security Number, Tax Identification Number, date of birth, driver’s license number, passport number, tax status, and signature. 

·      You

We use this information to comply with tax laws, to verify your eligibility to work in the United States, to process our payroll, and to provide you with company-sponsored benefits.

Your bank account information.

·      You

·      Benefits providers

We use this information to direct deposit funds to your bank account, if you so instruct. 

Health and medical information.

·      You

·      Your health care providers, after you authorize disclosure to us

We use this information to provide you with company-sponsored benefits, process claims, and to review and consider accommodation requests for non-standard work arrangements.

Educational information, such as the educational institutions you have attended, your degrees and certifications.

·      You

·      Background check providers (that you authorize)

We use this information to verify qualifications for the position for which you are applying. 

Professional information, such as your employment history, professional licenses, and certifications. 

·      You

·      Public records

·      Former employers

·      Background check providers (that you authorize)

We use this information to verify qualifications, past employment and eligibility for employment with us.    

Visual information, such as your photograph.

·      You

We use this information to promote our business and commercial relationships, to display in any and all media for illustration, business promotion, advertising and trade. We also use this information to create an identification badge for you, for security purposes. 

Visual information, such as photographic images from security cameras in certain locations in our offices and surrounding areas.

·      You

We use this information to maintain the security of our premises, to detect illegal activity, and to prosecute those responsible for that activity.

Information reported to us following a consumer report, investigative consumer report and/or background check that you authorize. 

·      You

To determine whether you are eligible for employment with us. 

Information regarding your electronic network activity using our equipment, such as browsing history, usage and e-mail content. 

·      You

We use this information to monitor employee activities, to maintain the security of our systems, and to detect improper activity. 

Commercial information in connection with business-related expenses that you submit to us for reimbursement. 

·      You

We use this information to evaluate your expense report and to reimburse you for authorized expenses.

Voluntary identification of your race/ethnicity, gender, disability status and veteran status (you have the option to choose not to self-identify).

·      You

We use this information to comply with government reporting requirements, and to respond to diversity questionnaires from the government and our clients.   

Additional information as described in our separate Employee Manual. 

·      You

We use this information to provide services to our clients, residents and investors, to maintain the security and safety of our employees and property, to protect the confidentiality of our and our clients’ information.

Medical information, such as whether you have received a COVID-19 vaccine. 

·      You

We use this information to mitigate the risk of COVID-19 transmission.  If a positive case of COVID-19 is detected or reported in the workplace, we will comply with legal requirements to report that information to the appropriate federal, state and local public health agencies.

Identifiers such as your name, postal and e-mail address, telephone number(s), and emergency contact information.

·      You

We use this information to communicate with you and to notify your loved one in the event of an emergency.   

Identifiers such as your Social Security or Tax Identification Number, and signature.

·      You

We use this information to comply with tax laws and to process our payment to you. 

Your bank account information.

·      You

We use this information to direct deposit funds to your account, if you so instruct. 

Educational information, such your educational history and degrees.

·      You

·      Background check providers (that you authorize)

We use this information to decide whether to contract with you, and on what terms.     

Professional and employment-related information, such as your work history, references, professional licenses, certifications, and information from your public social media accounts (such as LinkedIn).

·      You

·      Public records

·      Former employers

·      Background check providers (that you authorize)

We use this information to determine whether to enter into an independent contractor relationship with you, and on what terms.     

Your business name and independent contractor agreement with us.

·      You

We use this information to establish the terms of our contract with you.  

Visual information, such as photographic images from security cameras in certain locations in our offices and surrounding areas.

·      You

We use this information to maintain the security and safety of our people and property, and to detect and prosecute illegal activity. 

Information regarding your electronic network activity using our equipment, such as browsing history, usage and e-mail content. 

·      You

We use this information to monitor your activities, to maintain security, and to detect improper activity. 

Voluntary identification of your race/ethnicity, gender, disability status and veteran status (you have the option to choose not to self-identify).

·      You

We use this information to comply with government reporting requirements, and to respond to diversity questionnaires from the government and our clients. 

Medical information, such as whether you have received a COVID-19 vaccine. 

·      You

We use this information to mitigate the risk of COVID-19 transmission.  If a positive case of COVID-19 is detected or reported in the workplace, we will comply with legal requirements to report that information to the appropriate federal, state and local public health agencies.