HOA New Board Transition Checklist

What's included

• ✓Outgoing handoff list — legal, financial, operations, and records to assemble and transfer
• ✓Incoming first-90-days audit — phased Days 1–7 / 8–30 / 31–60 / 61–90 plan
• ✓Days 1–7: change bank signers, reset access, confirm registration and insurance
• ✓Days 8–30: independently reconcile 12 months of statements and verify reserves
• ✓Days 61–90: adopt the board's own ongoing financial controls and compliance calendar