Lender Questionnaire Supplementary Association Name Number of Units Operating Balance: * Does the HOA maintain separate accounts for operating and reserves funds? Yes No Reserves Balance: * Total annual assessment (HOA fee) income budgeted: * Total annual reserves budgeted: * Number of Owners Currently 60 Days or More Delinquent on HOA Fees: Delinquency % Number of Units Sold or Under Contract - Owner Occupied: Number of Units Sold or Under Contract - Second Homes: Number of Units Sold or Under Contract - Investor Owned: Number of Units Rented by Developer, Sponsor or Converter: Number of Units Owned by HOA: Is more than 1 unit owned by the same individual or entity? Yes No How many units are owned by the entity/individual owning the greatest # of units? * Is the association professionally managed? * Yes No Please indicate financial controls in place (mark all that apply): Bank statements are sent directly to the HOA Two board members are required to sign checks written from the reserve account The management company maintains separate records and bank accounts for each HOA it manages The management does not have the authority to draw checks on, or transfer funds from, the reserve account Prepared By Title Signature signature keyboard Clear I affirm that the information submitted is complete and accurate to the best of my knowledge and ability: Affirmed Date
