Please provide the following information. Please note that you must attach a Unit Listing file in the indicated format below for your request to be processed. If you need assistance filling out this request, please call (800) 849-6466, option 5, weekdays between the hours of 7:00 a.m. and 6:00 p.m. and a Customer Service Associate will be happy to assist you  
• Action • * required fields
 Please select from one of the following actions:
New Management Co & New Association(s) New Association to Existing Management Co Homeowners Association
Update Existing Information Transfer Association to New Management Co  
• Contact Info •
 
* Send Request To: 
* Property Management Company Name: 
* Association Name: 
* Checking Account No.: 
* Street Address : 
* City: 
* Contact Name: 
* Telephone: 
* Email: 
  Please indicate if you are a (select one):
  Property Management Company Homeowners Association
  Northern California Processing Southern California Processing
 
 
 
 
* State: 
 
* Zip Code: 
 
 
Ext:
* Fax: 
 
• Mailing Address (Disregard if same as above) •
Street Address: 
City: 
 
* State: 
 
* Zip Code: 
 
• Service (For new setups only) •
* Report Options (please select one): 
 
* Reporting Frequency (select applicable): 
Fax Mail Delivered Courier to be used:
Bulletin Board Service
        (Download file)		 Accounting Software used:
Daily Weekly Semi-Monthly (1st & 16th) Monthly
Special (Please Specify)
• Payment Processing •
 You must complete the Order Lockbox Supplies form to order Coupon Booklets  
 Pre-Printed Envelopes-UBOC to Order: (500/Box - 1 Box Minimum);
  Size 6-3/4 (3 5/8 x 6 1/2) Quantity:
  Size 9 (3 7/8 x 8 7/8) Quantity:
 
• Association Info •  
 
  You must attach a unit listing file for each respective association that is being added or updated by following the instructions below:
  The unit listing file must include the following fields and information: Association I.D., Unit #, Homeowner First Name, Homeowner Last Name, Dues Amount, Unit I.D., Street Address, City, State, Zip Code, ACH (Y / N).

If you would like to use a template to create your file listing, click the Download Template button, enter the appropriate information, and save the file on your computer. Then follow the instructions below to attach the file.
      
  Click the browse button to select the file you want to attach, or type the filepath in the box.  
   
  ASSOCIATION NAME (35 Char Max.)  ASSN I.D.  NO. OF UNITS  ACH
Services		  *UNIT LISTING (Attach List)
  Yes
  Yes
  Yes
  Yes
  Yes
  Yes
  Yes
  Yes
  Yes
  Yes
 
     
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