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HOA Proxy Designation Form Template

When proxies are permitted, this form lets a member appoint a proxy holder and choose a general or limited (directed) proxy. Confirm your state rules first; some states limit proxies in board elections.

Copy the text or save it as a PDF, then fill in the bracketed details.

[ASSOCIATION NAME]
PROXY DESIGNATION FORM
[Meeting / election name and date]

IMPORTANT: Proxy rules vary by state and by your governing documents, and some
states restrict or prohibit proxies in board elections. Confirm your rules before
using this form.

I, [member name], owner of [unit / lot number] in [Association Name], appoint:

   Proxy holder: _______________________________  (must be [an eligible member])

to act as my proxy at the meeting/election identified above.

TYPE OF PROXY (choose one):
   [ ] GENERAL  - my proxy may vote in their discretion on any matter.
   [ ] LIMITED  - my proxy may vote ONLY as I direct below:
        Item 1: [ ] For   [ ] Against   [ ] Abstain
        Item 2: [ ] For   [ ] Against   [ ] Abstain

This proxy is valid only for the meeting/election named above and is revocable by
me in writing at any time before the vote is cast.

Member signature: _______________________________   Date: __________

This template is general information, not legal advice. Electronic-voting and proxy rules vary by state and by your governing documents. Have your association's attorney review it before use, and confirm your state's requirements in the state voting rules guide.

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