HOA Statement of Account
FinanceItemized 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.
- Homeowner and property identification
- Statement period and statement date
- Opening balance
- Itemized charges, payments, and credits with dates
- Running balance column
- Closing balance and payment instructions
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.
LotWize generates this automatically with your community's actual details
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.