New Association Client – Onboarding Use this form to submit your entity information for setup. Download Homeowner Information Template Step 1 of 6 16% Association Basic InformationAssociation Legal Name(Required)Main Association Contact Person(Required) First Last Association Address(Required) Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Month & Year you want service to begin?(Required)Total Number of Units/Properties(Required)Year Association Was Formed(Required)Assessment Charge - Frequency(Required)MonthlyQuarterlyYearlyAssessment Charge - Amount(Required)Association ResponsibilitiesExplain what the association is responsible for to the owners (roof, siding, pool, etc)Is the association currently in a lawsuit or violation?(Required) Yes No Lawsuit or Violation Brief Explanation(Required)Please provide a cause number or some report number as well.Prior Management CompanyPrior Management Company?(Required)Date Service Began With Them(Required) MM slash DD slash YYYY Date Service Will End With Them MM slash DD slash YYYY Current Board MembersTotal Number of Board Members Allowed:(Required)Length of Board Member Terms:(Required)For example: 1 yr, 2 yr, etc.Board Members(Required)NameTitleEmailYear Term Began? Add RemovePlease add each board member Association DocumentsAssociation Documents(Required) Governing Documents IRS EIN Document Prior Year Tax Return(s) 1 or 2 Prior Resale Certificates Other Documents Prior Financial Statements, Aged Trail Balance, Resale Certificates, Proof of Insurance, etc.Governing Documents(Required) Drop files here or Select files Max. file size: 25 MB. IRS EIN(Required)Max. file size: 25 MB. Prior Year Tax Return(s)(Required) Drop files here or Select files Max. file size: 25 MB, Max. files: 3. 1 or 2 Prior Resale Certificates(Required) Drop files here or Select files Max. file size: 25 MB, Max. files: 2. Other Documents Submitted(Required) Drop files here or Select files Max. file size: 25 MB, Max. files: 5. Other Documents - Explained(Required)Please describe what is being submitted Association Banking InformationName of Bank(s)(Required)Are current board members signers on the bank account?(Required) Yes No Unsure Does the board have online access to the bank account(s)?(Required) Yes No Online AccessWho are the signers on the bank account(Required) Add RemoveWho has online access to the bank account?(Required) Add RemoveSubmit a copy of a voided check now?(Required) Yes No Voided Check Submission(Required)Max. file size: 25 MB. Bank Access and Remote Deposit for Michael F. Slaton Inc(Required) I understand that Michael F Slaton Inc, will have no access as a signer on the bank accounts. But they will need online access to download bank statments and make remote deposits on behalf of the association. Association Vendor InformationAssociation Vendor List(Required)Service (landscape, attorney, porter, etc)Vendor NameContact (phone or email if known)Invoice mailed or emailed? Add Remove Do you have your master owner/property list ready for submission today?(Required) Yes, I will submit it today No, we will get that to you ASAP We need your master owner list their name, property address, billing address, Phone, Email, assessment charge amount, etc. Please submit in excel, if possible.Submit Master Owner List(Required) Drop files here or Select files Max. file size: 25 MB, Max. files: 10. please submit in excel format if possible.Information needed to complete the setupWe will need, if not submitted in this form: 1) Customer List 2) Voided Check 3) Signature on file for checks 4) documents that were not submitted with this form 5) Online Login to Vendors