Itemized statement showing a homeowner's assessment charges, payments, credits, and current balance.
A statement of account is a standard accounting document that shows every transaction on a homeowner's account. It is essential for resolving billing disputes, providing proof of payment, and supporting collection efforts. This template includes opening balance, itemized charges and payments, running balance, and any pending or upcoming charges.
Provide this statement upon homeowner request, with delinquency notices, or as part of annual billing. Make statements available on the community portal for self-service access.
[COMMUNITY NAME] HOMEOWNERS ASSOCIATION STATEMENT OF ACCOUNT Statement Date: [DATE] Statement Period: [START DATE] to [END DATE] Homeowner: [NAME] Property Address: [ADDRESS] Account Number: [ACCOUNT NUMBER] TRANSACTION HISTORY Date Description Charges Payments Balance ---------- ----------------------- --------- --------- --------- [DATE] Opening Balance $[AMOUNT] [DATE] Monthly Assessment $[AMOUNT] $[AMOUNT] [DATE] Late Fee $[AMOUNT] $[AMOUNT] [DATE] Payment — Check #[NUM] $[AMOUNT] $[AMOUNT] [DATE] Interest $[AMOUNT] $[AMOUNT] [DATE] Credit — Overpayment $[AMOUNT] $[AMOUNT] CLOSING BALANCE: $[AMOUNT] PAYMENT INSTRUCTIONS Please remit payment by [DUE DATE] to: [COMMUNITY NAME] HOA [MAILING ADDRESS] Or pay online at [PORTAL URL] Questions? Contact [TREASURER NAME] at [EMAIL].
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LotWize generates this document with your community's actual details — homeowner name, address, and governing document citations already filled in.
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Provide this statement upon homeowner request, with delinquency notices, or as part of annual billing. Make statements available on the community portal for self-service access.
Stop filling in brackets. LotWize knows your homeowners, your CC&Rs, and your violation history — it generates hoa statement of account documents in seconds, pre-addressed and ready to send.
Start 14-Day Free TrialThis template provides general guidance only — not legal advice. HOA rules and document requirements vary by state and by your governing documents. Always consult an HOA attorney before using any document in a legal or enforcement context.