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Forms and Resources

 

FORMS


Audit


Charge Conference

  • Accessibility Audit Form (PDF) (MS Word)
  • Annual Report of the Committee on Finance (PDF), (Rev. 03/17)
  • Annual Report of Trustees (PDF) (Rev. 03/17)
  • ​Appointment to Extension Ministry (PDF) (Rev. 03/17)
  • Fund Balance Report (Annual Audit) (PDF) (Rev. 03/17)
  • Insurance Explanation of Minimums (Requirements)
  • GCFA Insurance Worksheet (PDF)
  • Minutes of the Charge Conference (PDF) (Rev. 03/17)
  • Report of Pastor (PDF) (Rev. 03/17)
  • Report of the Deacon (PDF) (Rev. 3/17)
  • Forms for Lay Servant Ministries, available on the Discipleship Ministries website

Clergy/Pastor


Local Church

  • Accountable Reimbursement Policies - Long Form (PDF)
  • Accountable Reimbursement Policies - Short Form (PDF)
  • Group Ruling Request Website 

Statistical Reports

Supplement

Compensation & Expenses (PDF) | (MSWord Fill-In)
Local Church Statistics and Why They Matter (PDF)

Statistical Forms Comparisons

What has changed?   This document provides comparisons of New Statistics Forms to the Previous Version (XLS)

Who uses this data?  A Guide to the Users of Local Church Statistics (PDF)


Tax


RESOURCES 


Electronic/Online Resources


Group Ruling Website

  • To access the application to be included in The United Methodsit Church group ruling

Legal


Local Church Resources


Record Retention

Suggested Record Retention (Link to Archives and History site)