Free HOA Template – Homeowner Request for Copies of Documents

Transparency and access to records are essential components of a well-run HOA. This free Homeowner Request for Copies of Documents Template makes it easy for homeowners to formally request association records in accordance with your governing documents and applicable laws.

What’s Included:

• Homeowner contact and property information section

• Clear list of commonly requested documents (meeting minutes, budgets, bylaws, etc.)

• Fields to specify the format (digital or hard copy) and delivery method

• Space for the date of request and any applicable deadlines

• Optional section for board/management response or notes

• Fully editable to align with your association’s policies

Who Should Use This:

• Homeowners requesting records

• HOA Board Members and Secretaries

• Property or Community Managers

• Management companies serving associations

Why It’s Helpful:

• Provides a consistent, documented process for information requests

• Helps the HOA respond in an organized and timely manner

• Supports compliance with state and local disclosure laws

• Builds trust through transparent and accessible governance

Download your free Homeowner Request for Copies of Documents Template today and streamline your HOA’s record request process.