Who is asking?
I own the unit or lot I'm asking for an owner (real estate agent, attorney, property manager or other representative) The owner signs a short authorization, which you attach to the letter; we write both. A buyer's agent needs the seller's signed authorization, because the buyer isn't a member of the association yet.
Your association
Condominium association Homeowners' association (HOA) Association name
We look up the address the association has on file with the State of Florida (Sunbiz).
Where to send it (address or email)
You
Your name Unit or lot Mailing address
You, the owner's representative
Your name Records to ask for Bank statements for every association account The general ledger and check register, in their original electronic form (for example, the spreadsheet file) Invoices, receipts and deposit slips supporting payments and deposits Contracts for work performed, and the bids received for them Minutes of board and member meetings, including actions taken without a meeting The adopted budget for each year, with the notice and minutes of the meeting that adopted it The year-end financial report for each year Current insurance policies, and records of premium payments and any premium financing Reserve account statements, the reserve schedule or study, and the board actions approving each reserve deposit or withdrawal Milestone inspection reports, the structural integrity reserve study and other building inspection reports More record types Copies of cancelled checks, front and back, and the bank images of each payment Bank records of any stopped, voided or reissued payments Records of each transfer between association accounts or to any other account, showing who authorized it Conflict-of-interest disclosures, and the board approval of any contract or payment involving a director, officer, their relative or their company Vendor records, including the W-9 form and contact details for each vendor paid Reimbursement requests submitted by directors or officers, with the receipts Statements for any association credit or debit card, and records of cash withdrawals The owner account ledgers showing assessments billed and paid by unit Records of late fees, interest, collection costs and attorney fees charged to owners Anything else (optional) Send me electronic copies I'll inspect them in person and copy them with my own device Delivery
Date the association receives your request Use the date it is handed over, emailed or signed for. Certified mail with a return receipt gives you proof of that date.
See my letter and deadline ↓
Records due by Enter the date the association receives your request
Copy letter Print Download
Owner's authorization (the owner signs this; attach it to the letter)
Copy authorization Print Download
Deadline passed and no records? Draft a follow-up letter, or a complaint to the state for a condo →
Sign it, send it, and keep a copy with your proof of delivery. We count weekdays and skip federal holidays; your association may count differently. General information, not legal advice.