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[ASSOCIATION NAME] — NEW OWNER / RESIDENT WELCOME PACKET
Date prepared: __________
Prepared by: __________
Free template from The HOA Guide — thehoaguide.com
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COVER LETTER
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Dear __________,

Welcome to [Association Name]. We are glad you have joined our community.

This packet contains everything you need to know about living here —
community rules, contact information, assessment details, and amenity
access. Please read through each document. If you have questions, contact
the board or management company at the number below.

Key contacts:
   Board president: __________   Phone/email: __________
   Property manager: __________   Phone/email: __________
   Emergency after-hours: __________

Upcoming dates:
   Next board meeting: __________
   Next assessment due: __________

Sincerely,

__________
[Title / Board Position]
[Association Name]


WELCOME PACKET CHECKLIST
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Check each box as you include the document. Hand a completed copy to the
new owner or resident and keep a signed acknowledgment on file.

   [ ]  CC&Rs (Declaration of Covenants, Conditions & Restrictions)
   [ ]  Bylaws
   [ ]  Rules and Regulations
   [ ]  Community Contact Directory
   [ ]  Current Assessment Schedule (amount, due date, payment methods)
   [ ]  Amenity Information (hours, access, reservation process)
   [ ]  Emergency Procedures (fire, flood, security contacts)
   [ ]  Move-In Form (and any move-in deposit or fee details)
   [ ]  Architectural Guidelines (modification request process)


OPTIONAL ITEMS (include if available)

   [ ]  Neighborhood or Community Map
   [ ]  Trash and Recycling Schedule
   [ ]  Parking Policy and Permit Information
   [ ]  Pet Policy
   [ ]  Community FAQ or Newsletter
   [ ]  Insurance Requirements for Owners
   [ ]  Vendor and Contractor Rules


ACKNOWLEDGMENT OF RECEIPT
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I confirm that I have received the welcome packet for [Association Name]
and understand that I am responsible for reading and following the
community's governing documents and rules.

Owner / Resident name (print): __________
Unit / Address: __________
Signature: __________
Date: __________


BOARD / MANAGER USE ONLY
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Packet delivered by: __________
Delivery method: [ ] In person  [ ] Mail  [ ] Email  [ ] At closing
Date delivered: __________
Acknowledgment on file? [ ] Yes  [ ] No

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Free template from The HOA Guide — thehoaguide.com
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