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The following is a checklist to use in the when turning over a new account to S.B.S.. For your convenience we now have online forms. Complete the form online, print and it send to us along with the required documents listed below. You can also right click and download a blank form to your desktop. You cannot save a completed form.


    • Signed Authorization Form
      • Each delinquent account needs a completed authorization form. Indicate on the form if there are any Management Company fees and/or special instructions associated with the account. (For Authorization Form click below.)


    • Updated Accounting Ledger
      • This printout should show all charges to the delinquent homeowner's account along with a running balance. Specify the reason for any special assessment charges (i.e. reserves, plumbing, SBA loan, etc.).


    • Covenants, Conditions, and Restrictions (CC&R's)
      • A recorded copy of the associations' governing documents and collection policy must be sent to the S.B.S. office. By law, S.B.S. is required to cite information from the CC&R's on documents sent to the County Recorder's Office. S.B.S. will obtain and keep a copy of the file CC&R's for future accounts.


    • Collection Policy
      • This letter establishes the Policy set forth for collection. Sent along with year-end disclosure documents, it cites amounts of assessment, late fees, interest and penalty procedures. The collection policy is sent certified mail along with S.B.S.'s initial demand. S.B.S. retains a copy on file for future accounts. (For A Sample Collection Policy click below.)



Please mail or overnight your complete package to:

S.B.S. Lien Services

Attn: New Order Department

31194 La Baya Drive, Suite 106

Westlake Village, CA 91362


We appreciate the opportunity and look forward to working with you! Please feel free to contact us at 800-678-7171 should you have any questions or concerns!

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For expert assistance and uncompromising service at a competitive price, please don’t hesitate to contact us. S.B.S. Lien Services has been in business since 1978 and our staff of professionals are ready to serve you.