Arizona homeowners can review most association records. In Transcend-managed communities, many documents, such as CC&Rs, rules, budgets and minutes, are already in the portal. For anything else, submit a written records request through the portal or by email. Under A.R.S. § 33-1805, planned communities generally must make records available for review within 10 business days.
Check the portal first
Before you submit a formal request, look in the homeowner portal. Associations managed by Transcend typically post the documents owners ask for most, which often include:
- CC&Rs, bylaws, articles of incorporation and plats
- Rules and regulations and architectural design guidelines
- The current annual budget and, where the board shares them, financial statements
- Approved minutes of board and annual meetings
- Forms such as architectural request forms
You can also ask Bruno, our AI concierge, by text or email for your account statement, financials or governing documents. Bruno is available 24/7 and sends the documents the association has made available. If you cannot log in, our portal login help guide can get you in.
What Arizona law says about HOA records
For planned communities, A.R.S. § 33-1805 generally requires that all financial and other records of the association be made reasonably available for examination by any member or the member’s designated representative. The association has 10 business days to fulfill a request for examination, and 10 business days to provide copies when copies are requested. The association may charge a per-page fee for copies set by statute, but generally may not charge for making records available for review. Condominiums have a similar provision in A.R.S. § 33-1258.
Certain records may be withheld from disclosure, including:
- Privileged communications with the association’s attorney
- Pending litigation materials
- Minutes and records of executive session meetings that are not required to be open
- Personal, health or financial records of individual members, employees or contractors
- Records relating to job performance or complaints against individual employees
For the full legal picture, see our Arizona HOA records access law page. This is general information, not legal advice; your governing documents and an Arizona HOA attorney control.
How to submit a records request to Transcend
- Put it in writing. Use the portal or email admin@transcendhoa.com so the request is dated and documented.
- Be specific. Identify the records and date range, for example, “general ledger and bank statements for January through June 2026” or “landscape contract currently in effect.”
- Say how you want them. Note whether you want to examine the records or receive copies, and whether electronic copies work for you.
- Include your contact details. Your name, property address and best phone number.
Transcend logs the request, gathers the records, coordinates with the board where needed, and arranges review or delivery. Specific requests are faster and avoid back-and-forth. Very broad requests, such as “every email for five years,” can take more time to organize and may involve records that must be withheld.
Records vs. questions
A records request asks to see documents that already exist. It does not require the association to create new reports or answer questions in writing. If you have a question, such as why a budget line went up, you may get a better answer by asking management or the board directly; see contacting your board. You can also hear the board discuss finances during open meetings; our guide on attending board meetings explains how.
Records you might need for common situations
| Situation | Helpful records |
|---|---|
| Understanding a dues increase | Current and prior budgets, reserve study summary, minutes approving the budget |
| Planning a home improvement | Design guidelines, CC&Rs, plat maps |
| Responding to a violation | The specific rule cited, your account history, enforcement policy |
| Selling your home | Resale disclosure documents ordered by your title company |
If you are selling, the title or escrow company orders the statutory disclosure package through the resale portal; see selling a home in an Arizona HOA and our resale disclosure packages service.
Tips for a smooth records request
- Ask for what you need, not everything at once.
- Review the portal before requesting documents already posted.
- If you are examining records in person, ask management to confirm a time and location in advance.
- Keep a copy of your written request and the date you sent it.
- Treat any personal information you see about neighbors with care.
If you are a realtor or a prospective buyer rather than an owner, your access works differently: buyers receive disclosure documents through the sale process, and agents can ask the seller to share documents from the portal. If you are an owner who wants someone else, such as your attorney, accountant or adult child, to review records for you, say so in your written request and identify that person as your designated representative.
Transparent records build trust between owners and boards. Transcend’s approach is to make the routine documents easy to find and to handle formal requests promptly and professionally.
Frequently asked questions
For planned communities, A.R.S. § 33-1805 generally allows 10 business days to make records available for examination and 10 business days to provide requested copies. Condominiums have a similar rule.
Generally the association may not charge for making records available for review, but it may charge a statutory per-page fee for copies.
Records of executive session discussions on topics the law allows to be closed, such as legal advice or pending litigation, may generally be withheld.
Personal information about individual members is generally protected. Ask management what membership information can be shared and for what purpose.
