Overview
The package of HOA documents required to be provided to a buyer at closing. Name and requirements vary significantly by state.
How to Use This Template
- 1Select your US state from the dropdown.
- 2Fill in the form fields (owner name, property address, violation details, etc.).
- 3Review the live document preview.
- 4Download as PDF or DOCX.
Required Fields
HOA / Association Name*
Date Prepared*
Valid Through Date*
Property Street Address*
Property City, State ZIP*
Legal Description
Lot / Unit Number
Current Owner / Seller Name*
Prospective Buyer Name*
Expected Closing Date
HOA Mailing Address*
HOA Email*
HOA Phone*
Management Company (if any)
Manager Contact Phone
HOA Website
Annual Assessment ($)*
Assessment Frequency*
Current Assessment Due ($)*
Next Payment Due Date*
Assessments Paid Through*
Special Assessment Pending?*
Special Assessment Amount ($)
Special Assessment Description
Seller Balance Owed ($)*
Late Fees Owed ($)
Fine Balance Owed ($)
Transfer / Move-In Fee ($)
Capital Contribution / Buy-In ($)
Working Capital Deposit ($)
Total Due at Closing ($)*
Current Reserve Fund Balance ($)*
Reserve Fund % Funded
Last Reserve Study Date
Pending Litigation?*
Litigation Description (if yes)
Approved Special Assessments Pending?*
Open Violations on This Property?*
Violation Description (if yes)
Preparer Name*
Preparer Title*
* Required fields
Frequently Asked Questions
What is a Resale / Closing Disclosure Package?
The package of HOA documents required to be provided to a buyer at closing. Name and requirements vary significantly by state.
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 Resale / Closing Disclosure Package in minutes.
Generate Document →✓ State-specific requirements
✓ PDF & DOCX export (Pro)
✓ English & Spanish
✓ No AI — certified templates