Basic Association Info
Legal Name
*
Tax ID #
*
Community Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Your Contact Information
Company Name
*
Contact Name
*
Physical Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Association Financial Information
Dues Structure
Monthly
Quarterly
Bi-Annually
Annually
Other
Which month(s) are dues assessed?
*
January
February
March
April
May
June
July
August
September
October
November
December
Please explain other
Amount
*
Late Fee Policy
*
Capital Contribution
*
Rental Restrictions
Special Assessments
Current Litigations
Are you sending hard copies?
*
Yes
No
How many boxes are you sending?
When will the boxes be available?
Disclaimer: Depending on your response, our Transitions team will reach out to you to coordinate a pickup and/or delivery schedule.
Association Amenities Information
Does this Community have any Amenities?
Pool
Yes
No
Pool Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Key/Fob Type and Homeowner Access
Pool Vendor
More Pool Information
Clubhouse
Yes
No
Available for Rent?
Yes
No
How much is Rent?
More Rent Information
Parking
Yes
No
More Parking Information
Gates
Yes
No
More Gate Information
Play Park
Yes
No
More Play Park Information
Basketball
Yes
No
More Basketball Information
Tennis Court
Yes
No
More Tennis Court Information
Other
Yes
No
More Other Information
Association Vendor Information
Electric/Energy
Yes
No
Electric/Energy Account Number
Electric/Energy Company Name
More Electric/Energy Information
Gas
Yes
No
Gas Accounting Number
Gas Company Name
More Gas Information
Water
Yes
No
Water Accounting Number
Water Company Name
More Water Information
Garbage
Yes
No
Garbage Company Name
More Garbage Information
Internet
Yes
No
Internet Company Name
More Internet Information
Phone
Yes
No
Phone Company Name
More Phone Information
Landscaping
Yes
No
Landscaping Company Name
More Landscaping Information
Insurance
Yes
No
Insurance Company Name
More Insurance Information
Attorney/Legal
Yes
No
Attorney/Legal Name
More Attorney/Legal Information
Property Taxes
Yes
No
Property Tax Name
More Property Tax Information
File Attachments
Please confirm you've attached the following requested documents.
Governing Documents
*
Yes
No
Select type of Governing Documents
AOI
ByLaws
CCR's
Rules and Regs
Governing Documents Reason
Homeowner Roster
*
Yes
No
Homeowner Roster Reason
12 months of Vendor Invoices
*
Yes
No
12 month of Vendor Invoice Reason
Last 3 Years of Taxes
*
Yes
No
Last 3 Years of Taxes Reason
Meeting Minutes
*
Yes
No
Meeting Minutes Reason
Budget
*
Yes
No
Budget Reason
3 months Worth of Financials
*
Yes
No
3 months Worth of Financials Reason
Vendor List
*
Yes
No
Vendor List Reason
Vendor Contracts
*
Yes
No
Vendor Contracts Reason
Vendor 1099 Report
*
Yes
No
Vendor 1099 Report Reason
Additional Notes
*
I verify that I have attached all the information requested on this form accurately. And if I haven’t checked it off, I’ve added notes as to why.
Disclaimer: Please be advised that we require funds be sent via UPS labels, which we will provide to you within 3 business days of receiving your information.
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