Finance Forms

ANNUAL BUDGET REPORT (FORMAT)

ANNUAL BUDGET REPORT (FORMAT)

This 27 page document provides the format and sets forth the information that is required to be included in the Annual Budget Report that homeowners' associations must provide to the ...
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Corporate Resolution to Borrow Reserve Funds

Corporate Resolution to Borrow Reserve Funds

This form may be used by an association to document a resolution adopted by the association's board of directors to borrow funds from the association's reserve account ...
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DIRECTORS’ RESOLUTION ADOPTING RESERVE FUNDING PLAN

DIRECTORS’ RESOLUTION ADOPTING RESERVE FUNDING PLAN

Resolution by association board of directors documenting the board's adoption of a reserve funding plan ...
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DIRECTORS’ RESOLUTION AUTHORIZING TEMPORARY DELAY IN REPAYMENT OF RESERVE FUNDS

DIRECTORS’ RESOLUTION AUTHORIZING TEMPORARY DELAY IN REPAYMENT OF RESERVE FUNDS

Resolution by association board of directors authorizing a temporary delay in the repayment of funds borrowed from the reserve account ...
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DIRECTORS’ RESOLUTION AUTHORIZING TRANSFER OF RESERVE FUNDS

DIRECTORS’ RESOLUTION AUTHORIZING TRANSFER OF RESERVE FUNDS

Resolution by association board of directors authorizing the transfer of reserve funds from the association's reserve account to the general operating account ...
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DIRECTORS’ RESOLUTION AUTHORIZING USE OF RESERVE FUNDS FOR LITIGATION

DIRECTORS’ RESOLUTION AUTHORIZING USE OF RESERVE FUNDS FOR LITIGATION

Resolution by association board of directors authorizing the use of reserve funds for litigation ...
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DIRECTORS’ RESOLUTION RE SIGNERS ON ASSOCIATION RESERVE BANK ACCOUNTS

DIRECTORS’ RESOLUTION RE SIGNERS ON ASSOCIATION RESERVE BANK ACCOUNTS

Resolution by HOA board of directors designating specific individuals who are authorized to sign on the association's reserve account ...
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DIRECTORS’ RESOLUTION TO INCREASE ASSESSMENTS FOR FUNDING OF RESERVES

DIRECTORS’ RESOLUTION TO INCREASE ASSESSMENTS FOR FUNDING OF RESERVES

Resolution by association board of directors authorizing an increase in assessments for the purpose of funding reserves ...
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Florida: Document Cover Page (for recording other pages without room for stamp)

Florida: Document Cover Page (for recording other pages without room for stamp)

This form, designed for use in Florida, is provided by the Recorder free of charge and should be used as the cover page for documents that are to be recorded ...
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LIST OF MAJOR COMMON AREA COMPONENTS

LIST OF MAJOR COMMON AREA COMPONENTS

This form lists the major common area components that commonly exist within the common areas of a homeowners' association ...
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NOTICE OF BOARD ACTION AUTHORIZING THE USE OF RESERVE FUNDS TO PAY FOR LITIGATION

NOTICE OF BOARD ACTION AUTHORIZING THE USE OF RESERVE FUNDS TO PAY FOR LITIGATION

Mandatory notice by association informing members of board's authorization of the use of reserve funds to pay for litigation expenses ...
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NOTICE OF SPECIAL MEETING OF BOARD OF DIRECTORS (Re Temporary Delay in Repayment of Reserves)

NOTICE OF SPECIAL MEETING OF BOARD OF DIRECTORS (Re Temporary Delay in Repayment of Reserves)

Notice by board of directors of a special meeting of the board to consider a temporary delay in the repayment of funds that were borrowed from the association's reserve account ...
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Penalties for Infractions

Penalties for Infractions

This form may be used by a homeowner association to provide its members with a schedule of the penalties that may be imposed on the association's members for violations of ...
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Reserve Fund Policy

Reserve Fund Policy

This form is a sample of a policy that may be adopted by a homeowners association’s board of directors for the establishment and management of reserve funds that are required ...
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Reserve Funds Policy

Reserve Funds Policy

HOA Policy re the creation and maintenance of a reserve fund for funds to be used for the repair, maintenance and replacement of major common area components that the association ...
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