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Remember, the homeowners association is made up of the members, and they have a right to view documents relating to the business of the association with a few exceptions.
#HOA STATEMENT LICENSE#
Personal information, including social security number, tax ID number, driver's license number, credit card account numbers, bank account number, and bank routing number.Disciplinary actions, collection activities, or payment plans of other owners.Records reasonably likely to compromise the privacy of an individual member.Records likely to lead to identity theft.Sensitive litigation files and records protected by the attorney-client privilege.Executive session minutes and information.Examples that are not subject to inspection: Some requests might also be denied if they involve ongoing legal or contractual obligations that might expose the HOA board or manager to liability. These are not public records, and the association will not make them available. Members may not request documents that infringe on the privacy of an individual like medical or personnel records. * Click here for a detailed list of deadlines for producing records To view these document the member just needs to: (b) reserve or succeed to a special declarant right, which means a right created under the declaration or bylaws for the person or group to retain or exercise. The homeowners association will make copies of records for a reasonable fee.The records requested will be available for review during regular business hours at the manager’s office for 30 days after your request is processed.During that time the board or manager will locate the correct documents and get them ready for the member. The board will respond to the request within 30 days.
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Request for copies of annual assessments are usually completed within 24-48 hours of request, excluding weekends and holidays. Please provide as much information as possible. Send the HOA board/manager a request in writing specifying exactly what records you wish to review, the date of those records and the purpose of your request. If you need a copy of your annual assessment statement, please fill out this form and we will email the statement to you.Other common documents that are open for members to review include: In fact, you should already have copies of key documents like the bylaws or rules readily available. There’s nothing secret about the business of the association. Association members are welcome to read official association documents. As an HOA board member, you should know what homeowners association documents your members are entitled to review.