Contact Name *

First Name

Last Name

Contact Phone Number:

(###)

###

####

Assessment Frequency

Assessments are billed:

Monthly

Quarterly

Semi-Annual

Annual

Any Special Assessments?

None

Yes, Currently

Pending/Future

Current fiscal year budget approved:

Yes

No

Reserve Study

Completed within the current year

Study completed last year

Study completed more than two years ago

We've never had a study

Is Your Community Gated?

Yes

No

Is the Association:

Self-Managed

Professionally Managed

Anticipated time of change in management (Please note: We typically have at least a 2-month wait list for onboarding new clients):

MM

DD

YYYY