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Transition Questionnaire
Transition Questionnaire
Philip Cohen
2025-11-05T14:26:11-05:00
Transition Questionnaire
Δ
Name
First
Last
Email Address
(Required)
Legal name of the association (which can be found in the Articles of Incorporation or the income tax return)
(Required)
Transition Date
(Required)
(Required)
HOA
Condo
Number of Units
(Required)
Tax ID
Regular Assessments
(Required)
Assessment Frequency
(Required)
Monthly
Quarterly
Bi-Annually
Annually
What month(s) is the assessment collected?
(Required)
Late fee/ Interest policy
Board of Directors
(Required)
Position
Name
Term Start
Term End
Add
Remove
When is the Annual Meeting typically held?
When are Board of Directors meetings held?
Who will be the contact for Newsletter content?
Committees
Is there an architectural committee?
(Required)
Yes
No
If yes, who are the members of the committee?
(Required)
Name
Address
Add
Remove
What are the requirements for an architectural change requests?
(Required)
Are there any other committees?
(Required)
Yes
No
What are the committees and who are the members of the committee(s)?
(Required)
When do the Committees meet?
Accounting
Who will be the accounting point of contact
(Required)
What is the Fiscal Year?
(Required)
Calendar Year
Other Period
Other Period
(Required)
Please list all bank, securities, and investment accounts:
(Required)
Bank Name
Account Name/Purpose
Are the signers Mgt Co, Board, or both?
Add
Remove
If you have an investment account such as with Morgan Stanley or Wells Fargo Advisors, please attach a recent statement (Optional):
Drop files here or
Select files
Max. file size: 512 MB.
Please attach recent monthly financial statements - income statement with budget and balance sheet:
(Required)
Drop files here or
Select files
Max. file size: 512 MB.
What is the collections policy?
(Required)
Vendors
Insurance Agent
Phone
Email
Auditor/Accountant
Phone
Email
Attorney
Phone
Email
Please list any other vendors and provide their contact information (if you have)
Name
Phone Number
Email Address
Add
Remove
Additional Information
What is the community violation policy/schedule?
We don’t have a formal violation policy/schedule and would like help creating one.
Does the association charge any ancillary fees (keys, parking passes, kayaks, etc.)?
(Required)
Yes
No
(Required)
What is the ancillary fees for
Amount
Add
Remove
Are there move-in/out, capital contribution, and/or transfer fee?
(Required)
Yes
No
(Required)
What is it
Amount
Add
Remove
Are there any rental restrictions?
(Required)
Yes
No
What are the restrictions?
(Required)
Is there anything else we need to know (Pools/Pool Passes, Clubhouse Rentals, Ongoing Projects, Maintenance Issues, Employees, Etc.)?
(Required)
Please upload any community forms or documents you believe we should have.
Drop files here or
Select files
Max. file size: 512 MB.
File
Max. file size: 512 MB.
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