Purpose of This Letter:
This letter is designed to help members formally request financial documents from the co-op board, ensuring transparency and compliance with California law. It also serves to document the request, providing proof of delivery and acknowledgment by the board.

Instructions for Use:
Print Two Copies: Bring two copies of the letter when delivering it in person.
Ask for a Signature: Politely ask a board member or representative to sign and date the "Acknowledgment of Receipt" section on one copy. Keep this signed copy for your records.
Document Everything: Make a note of who you delivered the letter to and the time and date of delivery, and keep this with your records.
This approach will provide you with proof of delivery and acknowledgment that your request was received, which can be important if you need to follow up or escalate the issue.

The areas which have brackets should be filled with your specific information.

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Formal Request Letter for Legal Documents:
[Your Name]
Apartment #[], Building []
North Hollywood Co-Op
[Date]

To the Board of Directors
North Hollywood Co-Op

Subject: Request for Access to Financial Documents

Dear Members of the Board,

I hope this letter finds you well. I am writing to formally request access to certain financial documents of the North Hollywood Co-Op, in accordance with my rights as a shareholder under California Civil Code Section 5200-5240.

As a member of the co-op, it is important for me to have a clear understanding of our community's financial health and to ensure transparency in the management of our shared resources. Specifically, I would like to request access to the following documents:

The most recent annual budget and financial statement.
The current balance sheet and income/expense statement.
The reserve study for the past two years.
Copies of minutes from the last six months of board meetings.
Any recent contracts or agreements entered into by the HOA.
I kindly request that these documents be made available for my review within the timeframe prescribed by law. If there are any fees associated with copying these documents, please inform me of the cost in advance.

Please let me know the process for obtaining these documents or if there are any additional steps I need to take. I appreciate your attention to this matter and look forward to your prompt response.

Thank you for your cooperation.

Sincerely,
[Name]
Apartment #[], Building []
North Hollywood Co-Op

Acknowledgment of Receipt:

I acknowledge receipt of this letter from [], requesting access to legal and governing documents of the North Hollywood Co-Op.

Received By: _________________________
Position: ____________________________
Date: _______________________________