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California Annual Policy Statement (Annual Disclosure Package)

Annual disclosure package required under Civ. Code §§ 4528–4545, distributed to all members before each fiscal year covering 18+ required disclosures.

⚠ Not Legal Advice. This template is for informational purposes only. Consult a licensed attorney for your specific situation. Full disclaimer →

Overview

Annual disclosure package required under Civ. Code §§ 4528–4545, distributed to all members before each fiscal year covering 18+ required disclosures.

Document hierarchy level: 5

How to Use This Template

  1. 1Select your US state from the dropdown.
  2. 2Fill in the form fields (owner name, property address, violation details, etc.).
  3. 3Review the live document preview.
  4. 4Download as PDF or DOCX.

Required Fields

HOA / Association Name*
Fiscal Year*
Distribution Date*
HOA Address*
HOA City, State ZIP*
Management Company
Manager Phone
Manager Email
Board President Name*
Board President Email*
Assessment Due Day*
Billing Period*
Late Fee ($)*
Grace Period (Days)*
Monthly Interest Rate (%)*
Master Insurance Carrier*
Insurance Policy Number*
Coverage Type*
Coverage Amount ($)*
Reserve Study Date*
Reserve Fund Balance ($)*
Reserve % Funded*
Total Operating Budget ($)*
Regular Assessment Per Unit ($)*
Next Board Election Date*
Management Contract Expiry Date

* Required fields

Frequently Asked Questions

What is a California Annual Policy Statement (Annual Disclosure Package)?

Annual disclosure package required under Civ. Code §§ 4528–4545, distributed to all members before each fiscal year covering 18+ required disclosures.

Do I need a lawyer to use this template?

This template is for informational purposes only. For complex situations, consult a licensed attorney familiar with your state's HOA law.

Which states is this template available for?

This template is available for all 50 US states. The form adapts to your state's specific statutory requirements.

How long does it take to generate the document?

Once you fill the form, the document is generated instantly — usually under 5 seconds.

Use This Template

Generate a state-specific California Annual Policy Statement (Annual Disclosure Package) in minutes.

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