{"product_id":"agarbyte-delagarforteckning-samfallighetsforening-2026-2027-word-pdf-excel","title":"Change of Ownership \u0026 List of Co-owners for Housing Association 2026\/2027 – Word\/PDF\/Excel","description":"\u003csection class=\"mb-8-product-copy\" lang=\"en\" style=\"line-height:1.65;color:#173a55\"\u003e\n\u003cp\u003e\u003cstrong\u003eChange of Ownership and Co-ownership Register for a Co-ownership Association\u003c\/strong\u003e is a professional document package for boards that need to update their records of participating properties and new owners. The package provides practical templates for change-of-ownership notifications, checking against the Swedish Land Registry’s co-ownership register, confirmation letters, fee transfers, and GDPR procedures, complemented by an Excel register.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eImportant:\u003c\/strong\u003e An owner of a co-owned property normally becomes a member of the co-ownership association that manages the co-ownership. Membership is not created by a membership application or the association’s Excel register. \u003ca href=\"https:\/\/www.lantmateriet.se\/sv\/fastighet-och-mark\/samfallighet--aga-och-anvanda-gemensamt\/samfallighetsforening\/driva-en-samfallighetsforening\/\"\u003eThe Swedish Land Registry’s guidance\u003c\/a\u003e explains this.\u003c\/p\u003e\n\n\u003cdiv style=\"border:2px solid #286b96;border-radius:10px;background:#edf5fa;padding:18px;margin:18px 0\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e01. Package Contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 customer files in a ZIP:\u003c\/strong\u003e 7 DOCX documents, 7 corresponding searchable and print-friendly PDF documents, and 1 Excel workbook (XLSX) with 9 tabs. Five Swedish working templates, one Swedish user guide, and one separate English user guide.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"border:2px solid #286b96;border-radius:10px;background:#fff;padding:18px;margin:18px 0\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e02. What the Files Contain\u003c\/h2\u003e\n\n\u003cp\u003eChange-of-ownership form, checklist for authority requirements and co-owned properties, letter to the new property owner, separate reconciliation journal for older fees, and security and privacy procedure. The Excel file contains registers for properties, changes, source documents, and discrepancies—without automatically determining ownership, membership, or liability for payment.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eWhat Is Included in the ZIP Package?\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#e9f1f6\"\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eUse\u003c\/th\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e01 Change-of-Ownership Notification\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eNotification of the new property owner, date of possession, co-ownership, and contact details.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e02 Checklist – Co-ownership Register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eSource verification of participating properties and ownership details against official records.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e03 Confirmation to the New Owner\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eFactual information and confirmation of contact details, without being mistaken for a membership decision.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e04 Fee Transfer\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eProcessing journal for older charges and assessment under Section 44 of the SFL.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e05 GDPR Register Procedure\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003ePurpose, legal basis, access, rectification, and erasure.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e06 Swedish User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eWorkflow, legal boundaries, and source references.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e07 English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eEnglish guidance for Swedish documents; not translated agreements.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003e\u003cstrong\u003e08 Excel – Register with Nine Tabs\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eOverview, properties, changes of ownership, ownership checks, logs, fee reconciliation, and GDPR.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #dbe7ee\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel Register with Nine Tabs and Control Panel\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eOverview, Properties, Changes of Ownership, Ownership Check, Contact Log, Meeting Notice, Fee Reconciliation, GDPR Check, and Read Me.\u003c\/strong\u003e The register tabs contain 100 empty rows each. The overview shows the number of registered ID entries. In a separate functional test, two property IDs and one change-of-ownership ID returned 2 and 1, respectively, in the control panel; when the values were removed, it showed 0 again. The delivered file contains no test persons or fictitious ownership details.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eLimitation:\u003c\/strong\u003e Excel counts administrative entries and does not replace an official co-ownership register, title deed information, or decision on voting rights. The registration of a property or person is not proof of ownership. The workbook is not a secure personal data database in itself.\u003c\/p\u003e\n\n\u003ch2\u003eHow a Co-ownership Association Handles a Change of Ownership\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReceive the change.\u003c\/strong\u003e Document the property designation, new and previous owners, and the relevant date of possession on the form.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eVerify participation and ownership.\u003c\/strong\u003e Use current, reliable records from the Swedish Land Registry. The Co-ownership Association Register (SFR) can provide a co-ownership register used for, among other things, membership registers, meeting notices, and charges.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eUpdate the administrative register.\u003c\/strong\u003e Enter only necessary information, document the source, and address any discrepancies before making the change.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eConfirm the information.\u003c\/strong\u003e Send a correctly formatted information letter to the new owner and check current contact channels.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReconcile any previous fees.\u003c\/strong\u003e Apply Section 44 of the SFL to the actual circumstances. Do not assume that all old debts automatically carry over.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eProtect personal data.\u003c\/strong\u003e Check the legal basis, authorization, rectification, and erasure in accordance with GDPR.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eLegal: Membership and Liability for Payment upon Transfer of Property\u003c\/h2\u003e\n\n\u003cp\u003eAccording to \u003cstrong\u003eSection 17 of the Co-ownership Management Act (1973:1150) (SFL)\u003c\/strong\u003e, the members of a co-ownership association are the co-owners in the co-ownership. The Act defines co-owned property and co-owner in \u003cstrong\u003eSection 1\u003c\/strong\u003e. In special cases, rules for, among other things, leasehold and other types of participation may affect the assessment; therefore, the concrete participation of each property should be checked.\u003c\/p\u003e\n\n\u003cp\u003eAccording to \u003cstrong\u003eSection 44 of the SFL\u003c\/strong\u003e, under certain conditions, the new property owner may be jointly liable with the previous owner for older unpaid amounts that were charged under Sections 42 or 43. There are special time limits, default rules, and exceptions. The products do not calculate this liability automatically. The Act also contains separate rules on voting rights and proxies in \u003cstrong\u003eSection 49\u003c\/strong\u003e. The fact that a person is on a contact list is not in itself a decision on voting rights.\u003c\/p\u003e\n\n\u003ch2\u003eGDPR for the Co-ownership Association’s Membership Register\u003c\/h2\u003e\n\n\u003cp\u003eThe association must itself assess a valid legal basis for processing and follow GDPR principles regarding purpose, data minimization, accuracy, storage minimization, and security. \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/forening\/sa-hanterar-ni-foreningens-medlemsregister\/\"\u003eThe Swedish Authority for Privacy Protection’s (IMY) guidance on membership registers\u003c\/a\u003e advises against collecting more information than necessary. Personal identity numbers are therefore not standard fields in Excel. Do not distribute full membership registers without special review.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\n\n\u003ch3\u003eDoes the new property owner automatically become a member?\u003c\/h3\u003e\n\n\u003cp\u003eNormally yes, if the property has a share in the co-ownership managed by the association. Membership follows co-ownership, not a voluntary application or this form.\u003c\/p\u003e\n\n\u003ch3\u003eIs this the Swedish Land Registry’s official co-ownership register?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The package contains templates for checking and documenting information. An official extract is ordered or checked separately with the Swedish Land Registry.\u003c\/p\u003e\n\n\u003ch3\u003eWho is responsible for unpaid fees when the property is sold?\u003c\/h3\u003e\n\n\u003cp\u003eThere may be liability for certain older, imposed, and unpaid amounts under Section 44 of the SFL. Assess, among other things, possession, the default date, the charging period, and the method of transfer in each individual case.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel be used as a membership register?\u003c\/h3\u003e\n\n\u003cp\u003eIt is an administrative working register that can be used as support if the association has appropriate access, security, and GDPR procedures. It is not automatically GDPR-compliant.\u003c\/p\u003e\n\n\u003ch3\u003eDoes it include an invoice template or charging period?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It includes an internal reconciliation journal for transfer upon change of ownership. Charging period and budget are available as a separate document product.\u003c\/p\u003e\n\n\u003ch3\u003eDoes it include full English agreement templates?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The working forms are in Swedish. The English User Guide explains the workflow for English speakers under Swedish law.\u003c\/p\u003e\n\n\u003ch3\u003eHas the package been externally reviewed by a lawyer?\u003c\/h3\u003e\n\n\u003cp\u003eThe legal source review is AI-assisted as of November 2, 2026. No independent external legal review has been documented.\u003c\/p\u003e\n\n\u003ch2\u003eRelated Templates\u003c\/h2\u003e\n\n\u003cp\u003eFor the association’s fee distribution, there is \u003ca\u003eCharging Period for a Co-ownership Association\u003c\/a\u003e, and for meetings, \u003ca\u003eMeeting Notice for a Co-ownership Association\u003c\/a\u003e. These serve different purposes than change-of-ownership and register checks.\u003c\/p\u003e\n\n\u003ch2\u003eVersion, Legal Sources, and Digital Delivery\u003c\/h2\u003e\n\n\u003cp\u003eVersion 1.0 · 2026-11-02 · Jurisdiction: Sweden. Sources: \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/lag-19731150-om-forvaltning-av-samfalligheter_sfs-1973-1150\/\"\u003eSFL 1973:1150\u003c\/a\u003e, \u003ca href=\"https:\/\/www.lantmateriet.se\/sv\/fastighet-och-mark\/samfallighet--aga-och-anvanda-gemensamt\/samfallighetsforening\/samfallighetsforeningsregistret---sfr\/\"\u003eSwedish Land Registry – SFR\u003c\/a\u003e, and \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/forening\/sa-hanterar-ni-foreningens-medlemsregister\/\"\u003eIMY – Association Membership Registers\u003c\/a\u003e. Digital download (ZIP) can be offered only after the owner has manually linked the completed ZIP file to Shopify Digital Products and published the product. Nothing is published in this work cycle.\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56439196352854,"sku":"SAMF-AGARBYTE-DELAG-2027-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/samfallighet-agarbyte-delagarforteckning-huvudbild-1600.png?v=1793577997","url":"https:\/\/mallbutiken.se\/en\/products\/agarbyte-delagarforteckning-samfallighetsforening-2026-2027-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}