New Association Onboarding Form - Slaton Financial Services

Association Basic Information

Association Legal Name(Required)

Main Association Contact Person(Required)

First Last

Association Address(Required)

Street Address Address Line 2 City 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)

Assessment Charge - Amount(Required)

Association Responsibilities

Explain 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 Company

Prior Management Company?(Required)

Date Service Began With Them(Required)

Date Service Will End With Them

Current Board Members

Total Number of Board Members Allowed:(Required)

Length of Board Member Terms:(Required)

For example: 1 yr, 2 yr, etc.

Board Members(Required)

Name

Title

Email

Year Term Began?

Please add each board member

Association Documents

Association Documents(Required)

Governing Documents

IRS EIN Document

Prior Year Tax Return(s)

1 or 2 Prior Resale Certificates

Association Banking Information

Name 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 Access

Who are the signers on the bank account(Required)

Who has online access to the bank account?(Required)

Submit a copy of a voided check now?(Required)

Yes

No

Voided Check Submission(Required)

Max. file size: 25 MB.

Association Vendor Information

Association Vendor List(Required)

Service (landscape, attorney, porter, etc)

Vendor Name

Contact (phone or email if known)

Invoice mailed or emailed?

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

Max. file size: 25 MB, Max. files: 10.

please submit in excel format if possible.

Information needed to complete the setup

We 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