Below is a checklist that you can use as you transition your homeowner's association from developer control to homeowner control.

You can download this checklist in PDF form by right clicking here

• Tax Returns
• Financial Statements, including balance sheet, income statement,
  and YTD general ledger
• Bank Reconciliations
• Paid Invoices
• Complete set of owner histories
• Delinquency report
• Prepaid report
• ORIGINAL copies of legal documents
• Owner correspondence
• Copies of any rule and regulations
• Architectural guidelines
• Deeds to all common areas
• Warranties for common facilities
• ARC approvals
• Keys
• Tax ID number
• Maps/site-plans
• Contracts
• Board member resignations
• Loan agreements
• All cancelled checks
• Minutes of all meetings