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Assessment Form (NEW)

Assessment Form (NEW)Rachel2025-11-13T13:21:39-05:00

"*" indicates required fields

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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*

Are all units assessed the same rate?*

Yes

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

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

Do you want the dues increase form letter sent*

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*

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

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*