Get Hoa Questionnaire

The Hoa Questionnaire is an essential document for homeowners’ associations and plays a vital role in real estate transactions. This guide offers step-by-step instructions for effectively completing the Hoa Questionnaire online, ensuring users can navigate each section with confidence.

Follow the steps to fill out the Hoa Questionnaire online:

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Begin by entering the project name, loan number, and master project name if applicable. Make sure to provide the property address and year the project was built.
3. Input the Homeowners’ Association (HOA) TIN number, lot number, block, and plat information as required fields.
4. For the project eligibility requirements, fill out sections 1a through 1d focusing on the total number of legal phases, units in the project, and information concerning the subject property's phase.
5. Continue with section 2, detailing the number of units sold and conveyed, and breaking down the sales into categories such as primary residences, second homes, investment homes, and those retained by the developer.
6. Answer the questions in sections 4a to 4d regarding the status of units, common elements, amenities, and confirm if all are complete.
7. Provide affirmative or negative responses for questions regarding if the project involves additional phasing, conversions, litigation, or pending special assessments.
8. Complete the insurance information section by ensuring hazard, liability, and fidelity insurance are adequately covered.
9. Attach necessary documentation as required, including insurance declarations, operating budget, and legal documents.
10. Certify the form by signing, along with the name, title, company name, address, completion date, and telephone number.
11. Finally, save changes, download, print, or share the completed form as necessary.

Complete your Hoa Questionnaire online to ensure a smooth process for your homeowners’ association.