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[ASSOCIATION NAME] — ASSESSMENT LETTER TEMPLATES
Free template from The HOA Guide — thehoaguide.com
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This file contains three letter templates:
   1. Annual Assessment Notice
   2. Dues Increase Notice
   3. Special Assessment Notice

Copy the template you need and fill in the blanks.


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TEMPLATE 1: ANNUAL ASSESSMENT NOTICE
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Date: __________

Dear [Owner Name / "Homeowner"],

RE: [Year] Annual Assessment Notice — [Property address / Unit #]

The Board of Directors of [Association Name] has approved the annual
budget for [year]. Your regular assessment for [year] is as follows:

   Annual assessment amount:   $__________
   Payment frequency:          [ ] Monthly  [ ] Quarterly  [ ] Annual
   Amount per payment:         $__________

   Due dates:
   __________   __________   __________   __________
   __________   __________   __________   __________
   __________   __________   __________   __________

PAYMENT METHODS
   [ ] Check — payable to [Association Name], mail to: __________
   [ ] Online — pay at: __________
   [ ] ACH / auto-pay — enroll at: __________
   [ ] Other: __________

LATE FEE POLICY
   A late fee of $__________ will be applied if payment is not
   received within __________ days of the due date.

The assessment is based on the approved [year] annual budget. To
request a copy of the budget, contact [name/email/phone].

Sincerely,
[Name], [Title]
[Association Name]


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TEMPLATE 2: DUES INCREASE NOTICE
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Date: __________

Dear [Owner Name / "Homeowner"],

RE: Assessment Increase Effective [date] — [Property address / Unit #]

The Board of Directors of [Association Name] has approved an
adjustment to the regular assessment effective [date].

   Current assessment amount:   $__________ per [month/quarter/year]
   New assessment amount:       $__________ per [month/quarter/year]
   Effective date:              __________

REASON FOR INCREASE
   __________________________________________________________
   __________________________________________________________

AUTHORITY
   This increase is authorized under [CC&R Section ____] and
   [state statute, if applicable]. [If member vote was required:
   The membership approved this increase by a vote of ____ to ____
   on [date].]

PAYMENT METHODS
   [ ] Check — payable to [Association Name], mail to: __________
   [ ] Online — pay at: __________
   [ ] ACH / auto-pay — enroll at: __________
   [ ] Other: __________

This notice is being provided at least [number] days in advance
of the effective date as required by [CC&R section / state law].

If you have questions, contact [name/email/phone].

Sincerely,
[Name], [Title]
[Association Name]


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TEMPLATE 3: SPECIAL ASSESSMENT NOTICE
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Date: __________

Dear [Owner Name / "Homeowner"],

RE: Special Assessment — [Property address / Unit #]

The Board of Directors of [Association Name] has approved a special
assessment for the following purpose:

PURPOSE
   __________________________________________________________
   __________________________________________________________

AMOUNTS
   Total amount to be collected:   $__________
   Your per-unit share:            $__________
   Allocation method:              [ ] Equal share
                                   [ ] Percentage of ownership
                                   [ ] Square footage
                                   [ ] Other: __________

PAYMENT SCHEDULE
   [ ] Lump sum due on: __________
   [ ] Installments:
       Payment 1:  $__________  due __________
       Payment 2:  $__________  due __________
       Payment 3:  $__________  due __________
       Payment 4:  $__________  due __________

AUTHORIZATION
   This special assessment was approved by [the Board / the
   membership] on [date] by a vote of ____ to ____.
   Authority: [CC&R Section ____ / state statute].

PAYMENT METHODS
   [ ] Check — payable to [Association Name], mail to: __________
   [ ] Online — pay at: __________
   [ ] ACH / auto-pay — enroll at: __________
   [ ] Other: __________

HARDSHIP / PAYMENT PLAN
   If you are unable to pay the full amount by the due date,
   you may request a payment plan by contacting [name/email/phone]
   by [date]. The board will consider requests on a case-by-case
   basis.

LATE FEE POLICY
   A late fee of $__________ will be applied if payment is not
   received within __________ days of the due date.

If you have questions, contact [name/email/phone].

Sincerely,
[Name], [Title]
[Association Name]