This required section provides for the designation of a "Proxy", a person who will act (vote) on behalf of the Homeowner. Press [Ctrl+F1] for more information.
This required section provides that the designation of proxy shall be effective for either an unspecified period of time to begin immediately, or for a specific meeting. Press [Ctrl+F1] for more information.
This required section provides for the designation of the extent of the Proxy's authority to act on behalf of the Homeowner. Press [Ctrl+F1] for more information.
This required section provides signature lines for the Homeowner(s) and witness, and shows the date of signing. Press [Ctrl+F1] for more information.
This optional section provides a worksheet to determine if a quorum of homeowners are present or represented by proxy at an association meeting. Press [Ctrl+F1] for more information.
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Homeowners Association Proxy
HPROXY
The Homeowners Association Proxy is a document used by a member of a homeowners association to permit another person to represent and vote for the member at a homeowners association meeting.
!! ! ! ! ! !!!!!
Enter the name of the Homeowners' Association. This may be an unincorporated group or a non-profit corporation. The name of the association is generally provided in the Bylaws or other organizational document of the association.
Enter an X if the Owner should be referred to as "Homeowner" throughout the Proxy document. The association documents and rules (commonly called "Bylaws") will indicate the name by which to refer to the Owner. The hints will continue to refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Unit Owner" throughout the Proxy document. The hints will refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Shareholder" throughout the Proxy document. This term would be appropriate if the association is incorporated and the corporate documents refer to the Owner as "Shareholder." The hints will refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Association Member" throughout the Proxy document. The hints will refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Trustee" throughout the Proxy document. The hints will refer to the Owner as "Homeowner."
Enter the term by which the Homeowner should be referred to throughout the Proxy document.
Enter the Homeowner's name or use the P.I. Manager to select and paste a record. The Homeowner is the person who owns the home, lot, condominium, or other residential unit and who wants to designate another person to represent the Homeowner at a meeting of Homeowners. Press [Ctrl+F1] for more information.
Enter the name of the second Homeowner or use the P.I. Manager to select and paste a record. The owner(s) will be called "Homeowner" whether there are one or more owners.
Enter an X to include the name of a second Homeowner. For example, a joint owner of the home. A designation of the second owner may not be necessary if the association rules (commonly called "Bylaws") provide that only one homeowner is eligible to vote, even if the residence is owned jointly.
HPR01
! Designation of Proxy Section (1 of 5)
HOMEOWNER PROXY
[Before this document is used, the Homeowner should verify that voting by Proxy is permitted by the Bylaws or other rules regulating the conduct of the Association.]
A QUORUM IS REQUIRED TO CONDUCT OFFICIAL BUSINESS. IF YOU ATTEND THE MEETING, YOU MAY VOTE IN PERSON. IF YOU DO NOT PLAN TO ATTEND, DESIGNATE A PROXY TO VOTE FOR YOU AND PROVIDE HIM/HER WITH THIS PROXY.
! and !,
the undersigned
! Homeowner
! Unit Owner
! Shareholder
! Association Member
! Trustee
(the "!"),
!, ! !,
! Country: !,
is entitled to vote at any special or annual meeting of ! as authorized in this Proxy.
The undersigned designate(s) and appoints ! (the "Proxy") !,
!, ! !,
! Country: !,
as the Proxy for the !.
By this designation of proxy, the Proxy may attend and represent the ! with the full power to vote and act for the ! in the same manner, to the extent and with the same effect as if the ! were personally present.
This designation revokes any prior designation of proxy that the ! may have given previously with respect to the ! ownership interest in !.
Enter the Homeowner's name or use the P.I. Manager to select and paste a record. The Homeowner is the person who owns the home, lot, condominium, or other residential unit and who wants to designate another person to represent the Homeowner at a meeting of Homeowners. Press [Ctrl+F1] for more information.
Enter an X to include the name of a second Homeowner. For example, a joint owner of the home. A designation of the second owner may not be necessary if the association rules (commonly called "Bylaws") provide that only one homeowner is eligible to vote, even if the residence is owned jointly.
Enter the name of the second Homeowner or use the P.I. Manager to select and paste a record. The owner(s) will be called "Homeowner" whether there are one or more owners.
Enter an X if the Owner should be referred to as "Homeowner" throughout the Proxy document. The association documents and rules (commonly called "Bylaws") will indicate the name by which to refer to the Owner. The hints will continue to refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Unit Owner" throughout the Proxy document. The hints will refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Shareholder" throughout the Proxy document. This term would be appropriate if the association is incorporated and the corporate documents refer to the Owner as "Shareholder." The hints will refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Association Member" throughout the Proxy document. The hints will refer to the Owner as "Homeowner."
Enter an X if the Owner should be referred to as "Trustee" throughout the Proxy document. The hints will refer to the Owner as "Homeowner."
Enter an X to designate another term other than those listed. The association documents and rules (commonly called "Bylaws") will indicate the name by which to refer to the Owner. The hints will refer to the Owner as "Homeowner."
Enter the term by which the Homeowner should be referred to throughout the Proxy document.
Enter the Homeowner's street address or edit the information as desired.
Enter the Homeowner's extended street address or edit the information as desired.
Enter the Homeowner's city or edit the information as desired.
Enter the Homeowner's state/province or edit the information as desired.
Enter the Homeowner's zip/postal code or edit the information as desired.
Enter an X to include the Homeowner's country, if outside of the United States.
Enter the Homeowner's country or edit the information as desired.
Enter the name of the Homeowners' Association. This may be an unincorporated group or a non-profit corporation. The name of the association is generally provided in the Bylaws or other organizational document of the association.
Enter the Proxy's name or use the P.I. Manager to select and paste a record. The Proxy is the person who is given the authority to represent, vote, and exercise all powers associated with the Homeowner's membership in the Homeowners' Association.
Enter the Proxy's street address or edit the information as desired.
Enter the Proxy's extended street address or edit the information as desired.
Enter the Proxy's city or edit the information as desired.
Enter the Proxy's state/province or edit the information as desired.
Enter the Proxy's zip/postal code or edit the information as desired.
Enter an X to include the Proxy's country, if outside of the United States.
Enter the Proxy's country or edit the information as desired.
Homeowner
Unit Owner
Shareholder
Association Member
Trustee
Homeowner's
Unit Owner's
Shareholder's
Association Member's
Trustee's
HPR02
! Duration of Proxy Section (2 of 5)
This designation of proxy shall be effective
! immediately, and shall continue in effect until terminated by a written notice delivered to the !.
! for the
! Annual
! Special
! [Other] !
Meeting of the ! to be held on !, at !, and at all adjournments of such meeting.
Enter an X to provide that the designation of proxy shall be effective immediately, and shall continue in effect until terminated by a written notice delivered to the officers of the Homeowners' Association. Generally a proxy is given for a specific meeting. Press [Ctrl+F1] for more information.
Enter an X to designate a specific meeting for which the designation of proxy will be effective.
Enter an X if the specific meeting will be an "annual" meeting.
Enter an X if the specific meeting will be a "special" meeting.
Enter an X to designate some other type of meeting. For example, "Semi-Annual". Generally, a designation of proxy is given for either an annual or special meeting.
Enter a description of the type of meeting, for example "Semi-Annual".
Using the format MM/DD/YYYY, enter the date that the meeting will be held.
Enter the starting time for the meeting, for example "9:30 a.m." or "7:00 p.m.".
HPR03
! Designation of Authority Section (3 of 5)
The Proxy shall have the full power, as the ! substitute, to represent the ! and vote on all issues and motions that are properly presented at the meeting(s) for which this designation of proxy is effective. The Proxy shall have the authority to vote entirely in the discretion of the Proxy.
! Provided, however, with respect to the following issue(s) the Proxy shall vote as stated:
Enter an X to direct the Proxy how to vote with respect to a specific issue. Generally the Proxy has the discretion to vote on matters after hearing the related discussion unless the Proxy's authority is specifically limited in the Proxy document. Press [Ctrl+F1] for more information.
Enter a brief explanation of the issue and specify how the Proxy should vote on the issue.
Using the format MM/DD/YYYY, enter the date that the proxy will be signed. This field may be left blank and completed at the time of signing.
Enter an X to include an identifier for Homeowner; for example, a house or unit number. This information will assist the association secretary in determining whether a quorum is available to conduct a business meeting of the association.
Enter an X to designate the Homeowner's lot number.
Enter the appropriate lot number.
Enter an X to designate the Homeowner's unit number.
Enter the appropriate unit number.
Enter an X to designate the Homeowner's apartment number.
Enter the appropriate apartment number.
Enter an X to designate some other identifier.
Enter the appropriate ownership identifier.
The program completes this field by transferring the Homeowner's name from the Designation of Proxy section. You may modify the information only by returning to that section.
If known, enter the name of the witness or use the P.I. Manager to select and paste a record. If the identity of the witness has not been decided when this document is prepared, the name of the witness can be completed at the time of signing.
HPR05
! Optional Quorum Worksheet (5 of 5)
QUORUM WORKSHEET
A QUORUM OF ! IS REQUIRED BY THE ! OF ! TO OFFICIALLY CONDUCT A MEETING OF THE ASSOCIATION.
! [Print a blank worksheet]
! [Complete the worksheet]
Residential Name of Designated Voter Representation
Unit Present Proxy
! ! ______ ______
! ! ______ ______
! ! ______ ______
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Total Homeowners Present ______
Total Homeowners Represented by Proxy ______
Total Homeowners Present/Represented ______________
This optional section permits an officer of a Homeowners' Association to prepare a worksheet to take attendance at an association meeting. Press [Ctrl+F1] for more information.
Enter the quorum requirement as defined in the association documents (generally referred to as Bylaws). For example, one-half of the association members must be present or represented by a proxy before the meeting of the association may officially begin. If a quorum is not present, any vote taken is not enforceable.
Enter the name of the document which specifies the quorum requirement. For example, "Bylaws".
Enter an X to print a blank quorum worksheet.
Enter an X to complete the quorum worksheet.
Enter the appropriate residential unit number. For example, lot number, apartment number, or other identifier. It is recommended that the entries be made in numerical order for ease of reference.
Enter the name of the designated representative or voter. Refer to the association documents (generally referred to as Bylaws) to determine the voting requirements.
HPR06
! Quorum Worksheet (5 of 5)
Residential Name of Designated Voter Representation
Total Homeowners Present/Represented ______________
This optional section permits an officer of a Homeowners' Association to prepare a worksheet to take attendance at an association meeting. Press [Ctrl+F1] for more information.
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