New HOA Application

It is imperative to note that once you submit this form, your information will be automatically and immediately be disbursed to the bank and the opening of your account will be initiated. Hence, any errors will take up to 1 month to rectify as well as additional bank charges will be incurred by your HOA due to the bank processing center.

Proposal ID *

Email Address

Enter Email

What date do you want us to start managing your HOA?

HOA Name *

This field must be identical to the HOA name reflected in the Articles of incorporation including every comma and period.

HOA Street Address *

HOA Street Address

Street

HOA Street Address

City

State/Province

Zip/Postal

HOA Street Address

HOA Tax ID

HOA TaxID *

HOA TaxID Confirmation *

You will be able to locate the Tax ID # on your HOA tax returns. One of your board members will for sure have your HOA Tax ID, please ask them!

Number of Units

Articles of incorporation

Articles of incorporation can be found on https://bizfileonline.sos.ca.gov/search/business - under registration.

Click here to see a sample of "Articles of Incorporation".

Articles of Incorporation *

Maximum file size: 1MB

One of your owners/niegbors will have a copy of the Artiles of Incorporation since they receive a copy at the time of purchasing their condo. It is included in all other documents such as CC and Rs, bylaws etc. Please ask everyone until you find this document as it is necessary in order for us to open your bank account.

Previous management company information:

Do you currently have a Management Company? *

Yes

No

Management company name *

Management company address *

Management company address

City

State/Province

Zip/Postal

Management company address

Point of contact *

if you list the wrong person, there will be delays

Email *

if you list the wrong person, there will be delays

Phone *

if you list the wrong person, there will be delays

Confirm Point of contact *

Confirm Email *

Confirm Phone *

Board members - Name and title

Please provide the 2 board members who will be signers on HOA bank accounts who will also be signing the HOA management agreement. Upon submitting this form, each signer will receive an email from DocuSign to digitally sign the contract. Please provide valid emails. The positions of these board members are not relevant at this time. It is imperative that you type the legal names as they appear on ID or Driver’s license.