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Forms
("How Do I...?")

Whatever you are trying to do, we're here to help! Please see the below instructions for each task.

Money

Pay Assessments

We encourage you to pay assessments via your Online Portal.

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Other options are outlined on our Homeowner Payment Options page.

Email

Opt-In for Email Delivery

By default, you will receive statutory deliverables via US Mail (due to California HOA laws).


We encourage you to opt-in for email delivery.


Please opt-in to email delivery via your Online Portal on the "My Profile" tab, or via this Form.

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Submit Architectural Application

If your HOA has engaged us to process architectural applications, please follow instructions and submit on your Online Portal in the "Requests" tab.

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Update My Information

Please keep your profile updated via your Online Portal on the "Account Profile" tab.​

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Or, fill out this Form.

 

For homeowner changes, see the next box on this page.

Hammer

Report Maintenance Issue

If your HOA has engaged us to handle your HOA's maintenance issues, you may:​
 

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Obtain HOA's Certificate of Insurance

Financial institutions, mortgage lenders, or other entities may request a Certificate of Insurance (COI) to verify that your HOA maintains specific insurance policies. This document serves as proof of your HOA's coverage for their specific requirements.

 

To request a COI, you must contact your HOA’s insurance agent directly. Their contact details are available in your insurance policy documents, which can be accessed under the “Documents” tab within your HOA’s Online Portal. Many insurance agents use https://www.eoidirect.com/ to easily handle these requests.

 

We cannot directly distribute the COI to you on behalf of your HOA's insurance agent.

Playful Wedding Couple

Add/Remove Homeowner

  • Add/remove a legal homeowner to your current ownership:

  • Selling your residence:

    • ​You or your agent must go through the escrow change process in order to clear the sale by the HOA and transfer your membership to the buyer. Go to our Escrow/Lending Order Page for instructions.

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Report Violation

If your HOA has engaged us to enforce community rules, you may report violations via this form:
 

Compliance/Violation Form

Stained House

Process Escrow or Lending Order

You or your agent must go through the escrow change process in order to clear the sale by the HOA and transfer your membership to the buyer.

See our Escrow/Lending Order Page for instructions.

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