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ANNUAL MEETING CHECK LIST


The following are materials and or information that you should have at any Annual
Meeting;


1. _____ Meeting Notice, Agenda, Proof of Notice and Affidavit of Mailing.

2. _____ Proxy, Ballots, Envelopes, Signature Envelopes, if needed.

3. _____ Alpha Sign-In Sheet, with Designated Voters and Proxy holders.

4. _____ Minutes of Last Years Annual Meeting.

5. _____ Copy of Recorded Documents and any Amendments.

6. _____ Copy of Last Financial Statement and Delinquent List.

7. _____ Any New Laws or Administrative Procedures.

8. _____ Bank Signature Cards and Bank Corporate Resolution.

9. _____ Reports of Officers and Committee Members.

10. _____ Materials for Minutes, Sign-Ins and Ballot Counting.

11. _____ Robert’s Rules of Order for Reference.

12. _____ Copy of Applicable State Laws governing your Association.




Association Name: _______________________________________________


Place Held: __________________ Date: ___________ Time: _____________

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Annual Meeting Check List for Community Associations

  • 1. ANNUAL MEETING CHECK LIST The following are materials and or information that you should have at any Annual Meeting; 1. _____ Meeting Notice, Agenda, Proof of Notice and Affidavit of Mailing. 2. _____ Proxy, Ballots, Envelopes, Signature Envelopes, if needed. 3. _____ Alpha Sign-In Sheet, with Designated Voters and Proxy holders. 4. _____ Minutes of Last Years Annual Meeting. 5. _____ Copy of Recorded Documents and any Amendments. 6. _____ Copy of Last Financial Statement and Delinquent List. 7. _____ Any New Laws or Administrative Procedures. 8. _____ Bank Signature Cards and Bank Corporate Resolution. 9. _____ Reports of Officers and Committee Members. 10. _____ Materials for Minutes, Sign-Ins and Ballot Counting. 11. _____ Robert’s Rules of Order for Reference. 12. _____ Copy of Applicable State Laws governing your Association. Association Name: _______________________________________________ Place Held: __________________ Date: ___________ Time: _____________