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Tel: (619) 697-3191 | Email: [email protected] | LEAVE FEEDBACK

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CBM Knowledge Base

Gold Sheet Request Form

Account Change Form

Account Change Form

Requester Name *

First

Requester Name *

Last

Email *

Association Name *

(New) Owner's Name *

Owner's Account Number *

Old Owner's Name

What type of change are you requesting? *

Add Charge to Ledger

Add Credit to Ledger

Transfer Payment

Write Off

Add/Cancel Recurring Charge

Name Update (Deed Required)

Ownership Change (Not Escrow Related + Deed Required)

Other

Dollar Amount

Description of Requested Change *

Reason for Change

Check Number

Check Amount

Request Number

File Upload

Maximum file size: 516MB

Minutes *Required for Requests Needing Board Approval

Maximum file size: 516MB

Urgency Scale (1 - 5) *

1

2

3

4

5

(1 = End of month, 2 = Next week, 3 = This week, 4 = Tomorrow/Next Business Day, 5 = Today)

Comments

Once submitted, form goes to Grace's email.

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