Here is a sample HOA closing letter template you can use if a member of your Homeowners Association has requested for a closing letter.
A HOA Closing Letter is a formal document that is sent to the homeowner by the HOA Board of Directors. The letter should include the date of the HOA transfer, the new owner’s name and address, and a statement that the property is now under the jurisdiction of the new homeowners association.
The letter should also include information on how to contact the HOA if there are any questions or concerns.
The HOA Closing Letter is an important document that helps to ensure a smooth transition for both the new homeowners and the old homeowners association.
When writing a HOA closing letter, there are a few key things to keep in mind.
First, you should always be sure to address the letter to the correct organization or individual, as well as provide your contact information. In general, it is best to keep your language clear and concise, avoiding overly flowery or complex language that could confuse or alienate your reader.
Additionally, it is important to be mindful of tone and format when writing a HOA closing letter. For example, you may choose to break up longer paragraphs with bullet points or other formatting elements so that your points are easy for the reader to digest.
By keeping these guidelines in mind when crafting your HOA closing letter, you can ensure that you present yourself in the best possible light and end on a positive note.
Date
Name of Homeowners Association
To whom it may concern.
Date of closing: ____________
Name of Seller: ________________
Address of the Property: ______________
In the following, you can see the status of the account as of this date as follows.
$_______ dues for the year/month of ________ are paid/due
$_______collect from buyer for the year/month of ________
$_______Homeowners Association transfer fees.
$_______Clearance Letter fees.
$_______of total due to _______
Working Capital to be transferred between Buyer and Seller: $___________
Verified by [Name of Person]
Signature
[Board Members Designation]
As the HOA board president, one of your responsibilities is to provide a closing letter to each member of the HOA when their account is closed.
This letter should include the HOA’s account number, balance, and contact information. It’s important to include this information in the letter so that the member can easily find it if they have any questions or need to make a payment.
Here are some tips on writing a HOA Closing Letter that has the HOA account’s financial information:
1. Make sure to include all of the required information. In addition to the HOA account number and balance, be sure to include the date the account was closed, the reason for the closure, and contact information for the HOA.
2. Be clear and concise. Avoid using jargon or technical terms that the member may not understand.
3. Use a friendly and professional tone. This letter is an important part of the HOA’s customer service, so be sure to use a tone that is respectful and helpful.
4. Proofread the letter before sending it. This will help ensure that there are no errors or typos that could cause confusion for the member.
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