RETURN TO: [SUBMISSION ADDRESS]
BY EMAIL TO: [SUBMISSION EMAIL]
QUESTIONS: [CONTACT NAME], [CONTACT PHONE]
FORM VERSION: [VERSION DATE]

The association reviews this application only when it is complete. An incomplete application is returned, and the review period begins again when the missing item arrives.

This application does not create a contract, does not obligate the association to approve the transaction, and does not extend any deadline in your purchase contract. Build the association's review period into your closing date.

I. What to Submit

( ) This application, completed in full and signed by every purchaser
( ) A separate background screening authorization signed by each occupant age 18 or older
( ) A copy of a government-issued photo ID for each occupant age 18 or older
( ) A copy of the fully executed purchase contract, including all addenda
( ) The fees shown below
( ) [ADDITIONAL REQUIRED ITEM, OR "NONE"]

Submit these as well if they apply to you:

( ) Pet registration and current rabies certificate, if an animal will live in or regularly visit the unit
( ) Trust, corporate, or company documents naming the beneficial owners and the occupants, if title will be held by an entity
( ) Letters of administration or a certified death certificate, if the transfer is by inheritance

II. Timing

Complete applications received by [SUBMISSION CUTOFF] are reviewed at the [MEETING CADENCE] meeting of the [APPROVAL BODY]. The association issues a written decision within [DECISION DAYS] days of a complete application.

Orientation for new owners: [ORIENTATION REQUIREMENT FOR NEW OWNERS, OR "NONE"]

III. Fees

Charge	Amount	Payable to	When
Transfer approval fee, per applicant	[TRANSFER FEE AMOUNT]	[FEE PAYEE]	With this application
Background screening, per adult occupant	[SCREENING FEE]	[SCREENING PAYEE]	With this application
Parking decal or access device, each	[DECAL FEE, OR "NONE"]	[FEE PAYEE]	With this application

Spouses count as one applicant. A parent or parents and any dependent children count as one applicant. Other co-purchasers each count as one applicant.

Number of applicants: ____________ Transfer approval fee due: ____________
Number of adult occupants to be screened: ____________ Screening fee due: ____________

An estoppel certificate is a separate document with a separate fee, paid by the party who requests it. Request it from [ESTOPPEL DESIGNEE NAME], [ESTOPPEL DESIGNEE ADDRESS].

IV. Unit and Transaction

Unit number: ____________________ Building: ____________________
Property address: _________________________________________________________
Parking space or garage number: ______________ Storage unit number: ______________
Date of purchase contract: ______________ Estimated closing date: ______________

Type of transfer: ( ) sale ( ) gift ( ) inheritance ( ) transfer to a trust ( ) transfer to a company ( ) mortgage or refinance only ( ) other: ______________

Use of the unit after closing: ( ) occupied by the purchaser ( ) leased ( ) kept vacant

V. Seller

Seller name or names, as titled: ___________________________________________
Current mailing address: __________________________________________________
Forwarding address after closing: __________________________________________
Phone: ____________________ Email: ____________________

VI. Closing and Representation

Title company or closing agent: ____________________________________________
Closing agent phone: ____________________ Closing agent email: ____________________
Listing brokerage: ________________________________________________________
Listing agent, phone, email: ______________________________________________
Buyer's brokerage: ________________________________________________________
Buyer's agent, phone, email: ______________________________________________

Complete one copy of this page for each purchaser and each occupant age 18 or older.

Unit number: ____________________ Page ______ of ______

VII. Applicant Identity

Full legal name: __________________________________________________________
Any other name used in the last seven years: ______________________________
Date of birth: ____________________ Photo ID type and number: ____________________
Current address: __________________________________________________________
Mailing address after closing, if different: ______________________________
Mobile phone: ____________________ Alternate phone: ____________________
Email: ____________________________________________________________________
Relationship to the other applicants: _____________________________________

Will you occupy the unit as your primary residence? ( ) yes ( ) no

If title will be held by a trust or a company, complete this block as well. If title will be held in your own name, write "not applicable" on the first line and skip the rest.

Exact name of the titleholding entity: ____________________________________
Type of entity and state of formation: ____________________________________
Trustee, manager, or authorized officer: __________________________________
Every beneficial owner or beneficiary: ____________________________________
Every person who will occupy the unit: ____________________________________
Person designated to receive association notices: _________________________
Person designated to cast the vote for this unit: _________________________

VIII. Residence History

Provide the last [RESIDENCE HISTORY YEARS] years of residence history for each adult applicant. Attach a further page if needed.

Field	Most recent	Previous
Address	______	______
Dates, from and to	______	______
Owned or rented	______	______
Landlord or mortgage holder	______	______
Landlord or mortgage holder phone	______	______
Reason for leaving	______	______

Have you previously owned or lived in a unit in this association? ( ) yes ( ) no
If yes, unit and dates: ____________________________________________________

Unit number: ____________________

IX. Everyone Who Will Live in the Unit

List every person who will reside in the unit, including every child.

Full name	Age	Relationship to applicant	Move-in date
______	______	______	______
______	______	______	______
______	______	______	______
______	______	______	______
______	______	______	______

Total number of occupants: ____________ The occupancy limit for this unit is [OCCUPANCY LIMIT].

Tell the association in writing within [ROSTER UPDATE DAYS] days when someone permanently joins or leaves this household.

X. Vehicles

Register every vehicle that will be parked on the property, including motorcycles.

Year	Make	Model	Color	Plate	State	Space
______	______	______	______	______	______	______
______	______	______	______	______	______	______
______	______	______	______	______	______	______

Will you keep a boat, trailer, recreational vehicle, or commercial vehicle on the property? ( ) yes ( ) no
If yes, describe: __________________________________________________________
Number of parking decals or access devices requested: ____________

XI. Pets and Animals

Pet rules for this association: [PET RULES SUMMARY, OR "NO PET RESTRICTIONS APPLY"]
Where those rules appear: [DOCUMENT AND SECTION WHERE THE PET RULES APPEAR, OR "NOT APPLICABLE"]

( ) No animal will live in or regularly visit the unit.

( ) The following animals will live in or regularly visit the unit:

Animal 1: type ____________ breed ____________ name ____________
Age ______ Weight at maturity ______ Color ____________
Rabies tag number and expiry: ____________________

Animal 2: type ____________ breed ____________ name ____________
Age ______ Weight at maturity ______ Color ____________
Rabies tag number and expiry: ____________________

Attach a current rabies certificate, a current municipal license if one is required, and a photograph for each animal.

An assistance animal is not a pet and is not subject to the pet rules. Do not list an assistance animal above. Check the line below instead and the association will send you a reasonable accommodation request form within [ACCOMMODATION FORM DAYS] business days. Approval of this application does not depend on the outcome of that request.

( ) I intend to request a reasonable accommodation for an assistance animal.

XII. Emergency Contact and Access

Emergency contact name: ___________________________________________________
Relationship: ____________________ Phone: ____________________
Alternate phone: ____________________ Email: ____________________
Address: __________________________________________________________________

Will you leave a key or access code with the association or its manager? ( ) yes ( ) no
If the unit will be vacant for long periods, the person authorized to enter it is: ______________

Storm preparation required of owners: [STORM PREPARATION REQUIREMENTS, OR "NONE"]

XIII. Governing Documents

I have received, or have been given access to, current copies of the following, and I have had the opportunity to read them before signing:

( ) Declaration of condominium and all recorded amendments
( ) Articles of incorporation and all amendments
( ) Bylaws and all amendments
( ) Current rules and regulations
( ) Most recent annual financial statement
( ) Current annual budget
( ) Frequently asked questions and answers document
( ) Division governance form
( ) Milestone inspection report summary, if the association is required to have one
( ) Most recent structural integrity reserve study, or a statement that one has not been completed
( ) Turnover inspection report, if one was performed

I understand that these documents bind me, my household, my guests, and my tenants from the date I take title.

Applicant signature: _______________________________ Date: _______________

XIV. Rental Restrictions

Current rental restrictions: [RENTAL RESTRICTIONS, OR "NONE"]
Adopted or last amended on: [RENTAL RESTRICTION ADOPTION DATE, OR "NOT APPLICABLE"]
Located at: [DOCUMENT AND SECTION WHERE THE RENTAL RESTRICTIONS APPEAR, OR "NOT APPLICABLE"]

Applicant initials confirming receipt of the rental restrictions: ____________

XV. Applicant Certification

I certify that:

1. Every statement in this application is true, complete, and accurate.
2. I have disclosed every person who will live in the unit.
3. A material misstatement or omission is grounds for revoking any approval issued in reliance on it, whether it is discovered before or after closing.
4. I authorize the association and its managing agent to verify anything stated here, including contacting the landlords and mortgage holders I have listed.
5. Approval of this application is not a statement by the association about the condition of the unit, the condition of the common elements, or the accuracy of anything said by the seller or a broker.
6. The association's review period runs from the date it receives a complete application.

Applicant signature: ____________________ Printed name: ____________________ Date: _______________

Co-applicant signature: ____________________ Printed name: ____________________ Date: _______________

XVI. Seller Acknowledgement

To be completed by the current owner of record.

I am the owner of record of unit ____________. I certify that:

1. I have provided the purchaser, at my expense, with the documents a selling owner must provide under Florida law.
2. I have disclosed to the purchaser every open violation notice, unpaid assessment, unpaid fine, and pending special assessment affecting this unit that is known to me.
3. I understand that the purchaser is jointly and severally liable with me for unpaid assessments that came due up to the time title transfers, and that the amount owed to the association must be paid within 30 days after title transfers.
4. I authorize the association to give the purchaser, the purchaser's lender, and the closing agent the assessment status, violation history, and approval history of this unit.

Amounts I believe are currently owed on this unit: ____________________
Open violations I am aware of: ____________________

Seller signature: ____________________ Printed name: ____________________ Date: _______________

Print and sign one copy of this page for each occupant age 18 or older. Do not combine two adults on one page.

XVII. Background Screening Authorization

Unit number: ____________________
Applicant name: ___________________________________________________________
Date of birth: ____________________
Current address: __________________________________________________________

I authorize [ASSOCIATION NAME] and its screening company, [SCREENING COMPANY], to obtain and review the following in connection with my application:

( ) Credit report
( ) Criminal history records, within the limits stated below
( ) Eviction and civil judgment records
( ) Verification of the residence history I provided
( ) [ADDITIONAL CHECK, OR "NONE"]

I understand that the report will be used only to evaluate this application, that it will be kept confidential, and that I may request a copy of any report on which a denial is based.

Signature: ____________________ Printed name: ____________________ Date: _______________

Limits on the criminal history review:

• Only convictions are considered. An arrest that did not result in a conviction is not considered.
• Only convictions within the last [CRIMINAL LOOKBACK YEARS] years are considered.
• Only offenses bearing on the safety of residents or the security of property are considered. The categories reviewed are: [OFFENSE CATEGORIES].
• A record within these limits is not an automatic denial. The association considers the nature and severity of the offense, the time that has passed, evidence of rehabilitation, and the applicant's history since.
• An applicant whose application is affected by a criminal history record is told so in writing and given a chance to respond before a final decision.

Unit number: ____________________ Applicant name: ____________________

XVIII. Review Record

Event	Date	Recorded by
Application received	______	______
Determined complete	______	______
Missing items requested	______	______
Missing items received	______	______
Screening report received	______	______
Reviewed by [APPROVAL BODY]	______	______
Decision sent to applicant	______	______
Certificate of approval delivered	______	______

XIX. Fee Check

Check	Result
Approval authority in the governing documents at	______
Fee authority in the governing documents at	______
Applicant count	______
Fee charged	______
Fee charged is at or under the current published ceiling	( ) yes
This is the renewal of a lease with the same lessee, so no fee may be charged	( ) not applicable ( ) yes

XX. Decision

( ) Approved, with no conditions.
( ) Approved with conditions, stated below. Conditions take effect on closing.
( ) Tabled. What is needed to decide, and by when, is stated below.
( ) Denied.

Conditions, if approved with conditions:

Condition 1: ______________________________________________________________
Condition 2: ______________________________________________________________
Condition 3: ______________________________________________________________

Authority in the governing documents for each condition: __________________

If tabled:

Information required: _____________________________________________________
Required by: ____________________ Application will be reconsidered on: ____________________

If denied, complete both:

Provision of the declaration, articles, bylaws, or rules relied on: ________
The specific facts about this application that fail to satisfy that provision: ______________________________________________________________

Written notice of the denial and these reasons sent on: ____________________
Sent by: ( ) email ( ) certified mail ( ) hand delivery Tracking or confirmation: ____________________

Decided by: ____________________ Title: ____________________
Vote: for ________ against ________ abstain ________

Signature: _______________________________ Date: _______________

XXI. Estoppel Certificate Routing

An estoppel certificate is a separate document with its own deadline, its own fee, and its own contents. It is not part of this application and it is not covered by the transfer approval fee. Complete this record so that the approval file and the estoppel certificate for the same closing agree with each other. If the certificate is not delivered by the tenth business day after the request, no fee may be charged for it.

Estoppel request received on: ____________________
Received from: ____________________________________________________________
Business day 10 falls on: ____________________
Expedited request: ( ) no ( ) yes, the third business day falls on ____________________
Delinquent amounts owed on the unit: ( ) no ( ) yes, amount ____________________
Fee charged: ____________________
Certificate issued and delivered on: ____________________
Delivery method: ( ) hand delivery ( ) regular mail ( ) email
Effective period ends: ____________________
Amended certificate issued: ( ) no ( ) yes, on ____________________

Answers carried from this application into the estoppel certificate:

Transfer approval answer at item 8.h.: ( ) approval required, approved ( ) approval required, not approved ( ) approval not required
Right of first refusal answer at item 8.i.: ( ) none exists ( ) exists, not exercised ( ) exists, exercised

Recorded by: ____________________ Date: _______________

CERTIFICATE DATE: _______________

[ASSOCIATION NAME] certifies that the transfer of the unit described below has been reviewed under the association's governing documents and is approved.

Unit and address: _________________________________________________________
Parking or garage space: ____________________
Seller of record: _________________________________________________________
Approved purchaser or purchasers: _________________________________________
Approved occupants: _______________________________________________________
Date of approval: ____________________
Conditions of approval: ( ) none ( ) as stated below

Right of first refusal: ( ) none exists ( ) exists and was waived on ____________ ( ) exists and was exercised on ____________

Conditions, if any: _______________________________________________________

This certificate expires on _______________ if the transfer has not closed by that date. If the transaction changes in any material way, including a change of purchaser, a change of occupants, or a change in how title will be held, this certificate is void and a new application is required.

This certificate covers the association's approval of the transfer only. It is not an estoppel certificate, it does not state the amounts owed on the unit, and it may not be relied on for the assessment status of the unit. An estoppel certificate must be requested separately.

Authorized signature: _______________________________
Printed name and title: _______________________________

Delivered to:

( ) Title company or closing agent, on ____________ by ____________
( ) Buyer's agent, on ____________ by ____________
( ) Listing agent, on ____________ by ____________
( ) Purchaser, on ____________ by ____________
( ) Seller, on ____________ by ____________

Optional additions

The document above is complete as it stands. Use nothing on this page unless the situation described applies to your association.

If your declaration includes a right of first refusal

Complete this page for each transaction and keep it with the application file. The certificate of approval already carries the answer line; this page is the record behind that answer.

Right of first refusal appears at: _________________________________________
Held by: ( ) the association ( ) the members ( ) other: ______________
Date the association received notice of the proposed sale: ________________
Purchase price and material terms as presented: ___________________________
Election period expires: ____________________
Notice circulated to members on: ____________________
Decision: ( ) waived ( ) exercised Date of the decision: ______________
Vote or authority for the decision: _______________________________________
Written waiver or exercise delivered to the seller and closing agent on: ____________________

Recorded by: ____________________ Date: _______________

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