Texas HOA Records & Financials Kit — § 209.005 Letters (PDF)

Fill-in Texas HOA records letters: inspect or copies, your ledger, budget/reserves, closed-session file, 10-business-day follow-up. Property Code § 209.005. Instant PDF. Not legal advice. Not for condos.

They have 10 business days. Saturday does not count.

Texas Property Code § 209.005 says a member can inspect association books and records or get copies. Your request must be in writing, certified mail, to the address on the recorded management certificate — and it must elect INSPECT or COPIES in the same letter.

This kit is those letters, filled-in samples, and the send list.

What is inside:

• A1 Inspect — they must send inspection dates by the 10th business day

• A2 Copies — named checkbox list so they cannot call it vague

• A3 Budget, reserves, bank statements, audit (association-level, not the neighbor)

• A4 YOUR owner ledger only, with your written consent

• A5 Open-session minutes and agendas

• A6 Management and vendor contracts

• A7 Recorded fine policy and copy-fee policy (no recorded copy policy = they cannot charge you)

• A8 Your closed-session file — what directors saw about YOUR lot — plus the open-session vote

• A11 Follow-up if the clock runs; notice before justice court

• A12 How JP court works if they still refuse (read it before you file — if they win they can recover fees)

• How to send: management certificate, certified mail, what you may not ask for

• Fictional Fort Worth samples so you are not staring at empty brackets

Typical first envelope: A7 + A4 (policies + your ledger). Add A3 if the fight is money. Add A8 if they already closed the door on your lot.

Not included: a lawyer, a guarantee they will produce everything, the neighbor’s delinquency list, or Chapter 82 condo procedure. If you already have a foreclosure or a lawsuit, stop and call a Texas HOA attorney.

Personal use for one household. Instant download.