HOA Transition Checklist Template

The HOA Transition Checklist is a form used to guide the transfer of responsibilities within a homeowners’ association. It covers essential tasks such as financial reviews, property inspections, vendor contract handovers and resident communication. This helps board members and property managers maintain clear records and ensure a smooth transition of management duties.

Typically, HOA board members, property managers or legal advisors complete the checklist during the transition process.

The checklist is kept by the HOA board or management company as part of official records and may be shared with legal or financial advisors if needed.