HOA special assessment letter
Owners need four things: how much, what for, when it's due, and what happens if they can't pay in one go.
Outline
- Purpose (e.g. roof replacement, reserve shortfall) and total project cost.
- Amount per unit and how it was split.
- Due date or installment schedule.
- Approval: meeting date and vote, if one was required.
- Payment methods and a contact for hardship questions.
Related: dues increase letter · late dues reminder.
FAQ
Can the board levy a special assessment by itself?
It depends on your governing documents and state law; some require an owner vote above a set amount. Check before sending.
Can owners pay in installments?
If the board allows it, list the installment schedule and due dates in the letter.
General information, not legal advice.