HOA Bank Account & Payment Authorization Form

Managing homeowners association finances requires clear documentation, transparent approval processes, and organized record-keeping. This HOA Bank Account & Payment Authorization Form helps community associations handle assessments, reserve funds, vendor payments, and board approvals efficiently in one centralized platform.

Whether you're a board treasurer managing monthly assessments, an HOA manager coordinating vendor payments, or a board member reviewing expenditure requests, this template provides the structure you need to maintain financial accountability and transparency.

The form includes sections for homeowner assessment payments, reserve fund allocations, vendor payment authorizations, and board approval workflows. Conditional logic guides users through the appropriate process based on transaction type, ensuring all required approvals and documentation are captured before funds are disbursed.

Paperform makes HOA financial management seamless by allowing you to collect payments directly through Stripe, PayPal, or Square integration, eliminating manual payment processing. Board members can review and approve requests digitally, creating an audit trail for every transaction. With Stepper (stepper.io), you can automate approval routing—sending high-value requests to the full board while allowing treasurers to approve routine payments, then automatically updating your accounting software and notifying relevant parties.

Perfect for residential communities, condominium associations, property management companies, and community managers who need to balance transparency, compliance, and operational efficiency. This form helps HOAs maintain proper financial controls while making it easy for homeowners to submit payments and vendors to request authorization.