Association Proposal

Fill out the following form as completely as possible. Once you have completed the form, click the Submit button to send your information. Your request will be handled promptly.

Mgmt. Company and/or Contact Person Name:

First Name

Required

Last Name

Required

ZIP / Postal Code

Required

Primary Phone Number

Required

E-Mail Address

Required

Association Location:

Optional

Mailing Address:

Optional

FEIN:

Optional

Insurance Policy Expiration Date:

Optional

Year Built:

Optional

# of Completed Homes/Units

Optional

Anticipated # of Completed Homes/Units:

Optional

# of Buildings

Optional

# of Stories:

Optional

Gated?

Optional

Developer on Board?

Optional

Construction Type (frame, masonry, etc):

Optional

Average Sq. Ft. Per Unit:

Optional

Approx. Sq. Ft. for Common Building/s:

Optional

Fire Sprinklers in Buildings?

Optional

Smoke Detectors in Units?

Optional

Fire Extinguishers?

Optional

Roofing Updates?

Optional

IF SO: Partial or Full, What Year and Comp Shingle, Tile, Etc.?

Optional

Plumbing Updates?

Optional

IF SO: Partial or Full, What Year and Copper, PVC, Etc.?

Optional

Electrical Updates?

Optional

IF SO: Partial or Full, What Year and Cooper, Aluminum, Etc.?:

Optional

HVAC Updates?

Optional

IF SO: What Year and What Type of Units are Used?:

Optional

Please List Any/All Amenities:

Optional

PLEASE PROVIDE:

C.C. & R's

Optional

Current Financials or Budget (include reserves)

Optional

Plot Map

Optional

List of Board Members (name, position, and contact item such as email or phone number)

Optional

4 Year Claims History or 4 Year No Loss Letter

Optional

Current Insurance Declaration Pages or Annual Insurance Disclosures

Optional

Submission Validation

Required

Enter the Validation Code from above.

Important Notice
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951 Reserve Drive Suite 160 | Roseville, CA 95678 | Office: 916.791.1901 | Toll-Free: 800.281.7873