Forms

 

FINANCE

Annual Financial Report
Audit Checklist
Audit Report
Authorization to Purchase on the Internet
Authorization to Transfer Funds Between Accounts
Authorization for Electronic Transfer for Attorney General (RRF-1) Only
Budget (Sample)
Cash Verification
Check and Checkbook Register
Committee Report
Donation Receipt
Facilities Use Permit Addendum
Fiduciary Agreement
Financial Secretary’s Report
Hold Harmless Agreement
Ledger (Sample)
Payment Authorization/Request for Reimbursement
Request for Advance/Payment Authorization
Treasurer’s Report (Sample)
Unit Remittance Form
Workers’ Compensation Annual Payroll Report Form

RUNNING YOUR PTA

Annual Historian Report – PTA Unit
Annual Historian Report – PTA Council
Application for Youth Group Sponsorship or Renewal
Conflict/Whistleblower Form
Event/Program Planning
Evaluation
Event Planning Worksheet
Final Action Plan
Needs Assessment Worksheet
Service Provider/Speakers/Program Participants Check List
Facsimile Consent Form
Motion Form
Photography Release
Volunteer Tally Sheet

Volunteer Tally Sheet (Individual Members)
Volunteer Tally Sheet for PTA Units

MANAGEMENT

SCHOLARSHIPS AND GRANTS

Grant Application and Report for Unit, Council and District PTAs – Cultural Arts, Healthy Lifestyles, Leadership Development, Outreach Translation or Parent Education
Continuing Education Credentialed Classroom Teachers and Counselors (Scholarship)
PTA Volunteers (Scholarship)
School Nurses (Scholarship)
Graduating High School Seniors (Scholarship)

MEMBERSHIP

Unit Remittance Form
Membership Card Template

BROCHURES

Partners in Education Series
The School Board and PTA
The Site Administrator and PTA
The Superintendent and PTA
The Teacher and PTA
Professional Governance Standards
PTA Style Guid

AWARD

Honorary Service Award Order Form for Honorary Service, Continuing Service, Golden Oak, Very Special Person
Honorary Service Award Nomination Form
In Memoriam or Tribute Donation
PTA Unit/Council Spotlight Award