Overview
A professional report projecting the long-term cost of replacing major common-area components (roofs, roads, pools). Mandated by law in ~12 states.
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*
Fiscal Year*
Study Date*
Preparer Name*
Preparer Credentials*
Preparer Firm / Company*
Study Method*
Total Units / Lots*
Year Community Was Built*
Total Reserve Components Analyzed*
Current Reserve Balance ($)*
Fully Funded Balance ($)*
Percent Funded (%)*
Funding Status*
Recommended Annual Contribution ($)*
Recommended Monthly Per Unit ($)*
Current Annual Contribution ($)*
Recommended Change to Contribution ($)*
Reserve Components List*
Year of Lowest Projected Balance*
Lowest Projected Reserve Balance ($)*
Projected End-of-Period Balance ($)*
Special Assessment Risk Notes
* Required fields
Frequently Asked Questions
What is a Reserve Study?
A professional report projecting the long-term cost of replacing major common-area components (roofs, roads, pools). Mandated by law in ~12 states.
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 Reserve Study in minutes.
Generate Document →✓ State-specific requirements
✓ PDF & DOCX export (Pro)
✓ English & Spanish
✓ No AI — certified templates