Skip to content
info@pelicanmgt.com
Rental Properties
Careers
Internship
Resident Portal
Association Calendar
About
Services
Community Forms
Closing Documents
Peli-Vision
News
Contact
Assessment Form
Assessment Form
Philip Cohen
2025-11-19T13:32:01-05:00
"
*
" indicates required fields
Δ
URL
This field is for validation purposes and should be left unchanged.
Please provide all other relevant information or details you would like included in the letter.
Association Name
*
Submitter's Name
*
First
Last
Email
*
Type of Assessment
*
Dues Increase
Dues Decrease
Special Assessment
Are all units assessed the same rate?
*
Yes
No
Current Assessment
*
Increase Type
*
Percentage
Flat Rate
What is the approved assessment flat rate increase per unit?
*
What is the approved assessment percentage increase per unit?
*
Updated Approved New Assessment Total
Please double-check the calculated amount above
Updated Approved New Assessment Total
Please double-check the calculated amount above
Decrease Type
*
Percentage
Flat Rate
What is the approved assessment flat rate decrease per unit?
*
What is the approved assessment percentage decrease per per unit?
*
Updated Approved New Assessment Total
Please double-check the calculated amount above
Updated Approved New Assessment Total
Please double-check the calculated amount above
Dues Frequency
*
Monthly
Quarterly
Semi-Annual
Annual
Effective Date
*
MM slash DD slash YYYY
Annual updated budgeted dues total
*
Please attach the approved updated budget.
*
Drop files here or
Select files
Max. file size: 50 MB.
Upload consent
*
I have changed the status description line in the updated budget attached to
"APPROVED"
in AppFolio
Does the budget in Appfolio match the approved budget?
*
Yes
No
Do you want the dues increase form letter sent
*
Yes
No
If you want the budget sent with the letter please upload a copy of the budget to this form. If you want additional information include see add below.
Additional Details
Charge Amount
*
If the charge varies by unit please provide a breakdown of the charges by unit.
GL Account
*
Name and Number
Charge Frequency
*
Annually
Monthly
Quarterly
Semi-Annually
Effective Date
*
MM slash DD slash YYYY
Charge Description
*
Due Date
*
MM slash DD slash YYYY
Special Assessment Amount
*
If the amount varies by unit please provide a breakdown of the charges by unit.
GL Account
*
Name and Number
Date this Should be Charged to Homeowner
*
MM slash DD slash YYYY
Please provide all other relevant information (EX: Payment schedule, it is to be paid in three equal payments).
Please describe any payment plans available to homeowners and how they can request it.
Additional Files
Drop files here or
Select files
Max. file size: 50 MB.
Consent
*
I, the undersigned Property Manager, hereby acknowledge and confirm that the information and numerical values provided in this form are true, complete, and accurate to the best of my knowledge. I understand and agree that the Accounting Department will rely on the data submitted in this form to process all dues adjustments, assessments, corrections, or related financial entries. I further acknowledge that any inaccuracies in the information provided may result in incorrect account adjustments and may require additional corrections. By signing below, I certify that I have reviewed all information contained in this form and approve it for accounting processing.
*
Signature
*
Page load link
Go to Top
