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HOA Welcome Packet Checklist

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Forms & Additional Information Close out your welcome packet with a forms section that features all the documents homeowners might need as they get settled. Ensure that each form has instructions on where, when, and how to submit them. Some necessary forms are: • Unit owner access authorization forms • Emergency information forms • Pet registration forms • Architectural request forms • Committee sign-up forms • Insurance forms • Dues and assessment payment forms • Proxy forms

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