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Your Name

First

Last

Email

Relationship to Community

Property Manager
Board Member
Attorney
Other

What is your relationship to the community?

Legal name of the Community Association

The legal name of the Association/Corporation can be found within the Articles of Incorporation of the Association. Please note, the legal name of the corporation may be different from the name of the Community used in the Declarations, CCRs, Bylaws, or other governing documents.

DBA / Alternate Name

Use this field if the HOA has a DBA or goes by another name.

Tax ID of Community Association

(No Dashes numbers only)EIN or TIN can be found at the top the Association tax return.

Address of Community (NOT MGMT)

Address Line 1

Address Line 2

City

State

Zip Code

The BOI filing requires a physical address within the Association. You can use any address within the Association, including clubhouses. Do not use Management Company address, PO BOX, law firm, accountant or other 3rd party addresses.

Was the community incorporated after January 1, 2024? (New Construction)

Name of Company Applicant

First

Last

The company applicant is the individual that filed the Articles of Incorporation for the community.

Email of Company Applicant

Does any owner/entity own or control over 25% of units:

Yes
No

Mark yes if there is a developer, investor or individual/entity that owns more than 25% of units in the community.

Name of Investor that owns more than 25%

First

Last

Email

Annual Meeting Month

Month of the annual meeting where directors and officers are elected.

Email Address for Invoice submission (accounts payable)

Number of Board Members

Board Member #1 Name

First

Last

Board Member #1 Email Address

Board Member #2 Name

First

Last

Board Member #2 Email Address

Board Member #3 Name

First

Last

Board Member #3 Email Address

Board Member #4 Name

First

Last

Board Member #4 Email Address

Board Member #5 Name

First

Last

Board Member #5 Email Address

Board Member #6 Name

First

Last

Board Member #6 Email Address

Board Member #7 Name

First

Last

Board Member #7 Email Address

Board Member #8 Name

First

Last

Board Member #8 Email Address

Board Member #9 Name

First

Last

Board Member #9 Email Address

Board Member #10 Name

First

Last

Board Member #10 Email Address

Additional Notes

Please provide any additional notes or requests here that may allow us to serve you better.

Group Code

If you were given a group code by 3rd party organization enter it here. (optional)

Terms

By completing this form, the client acknowledges the non-refundable BOI fee of $295. This fee includes updates for one year from the date of the initial filing. After this period, additional fees may apply to continue with our service. The client also confirms that, to the best of their knowledge, the information provided is accurate. The Association will be invoiced the BOI fee of $295 regardless of whether the BOI report is ultimately filed, due to circumstances such as Board Members not uploading the required information or court injunctions. Once we begin the process, the Association is obligated to pay this fee.

Acknowledgment

I acknowledge that on March 2, 2025 the U.S. Treasury suspended enforcement of the Corporate Transparency Act (CTA) for U.S. citizens and domestic entities. The Treasury will not enforce penalties for non-compliance. Court proceedings are currently taking place as well as other initiatives in the federal government that may change current deadlines. I would like to proceed with filing my HOA’s BOI Report.