Forms

 

 

Forms, applications, reports and more are all available through this Form Finder. You can search for a specific form or set of forms, including seasonal forms, using the key word box above or by type or district using the links on the left.

Church/Charge Conference forms can be found here, but we recommend that you visit your District page, where specific forms for your District are all available.

Statistical Reporting information can be found here.

 

 

 

2022 Health Insurance Church Blended Rates

Information on 2022 Health Insurance Rates

2022 Pension Calculator for Treasurers

Spreadsheet to download for use with calcualtion clergy pension.

2023 Equitable Compensation Budget Template

This is Section 3 of 3. Section 1 is the Equitable Compensation Grant Application Instructions. Section 2 is the Equitable Compensation Grant Application.

2023 Equitable Compensation Grant Application

This is Section 2 of 3. Section 1 is the Equitable Compensation Grant Application Instructions. Section 3 is the Equitable Compensation Budget Template (Excel spreadsheet).

2023 Equitable Compensation Grant Application Instructions

This is Section 1 of 3. Section 2 is the Equitable Compensation Grant Application. Section 3 is the Equitable Compensation Budget Template (Excel spreadsheet).

2023 Health Insurance Church Blended Rates

2023 Blended Health Insurance rates for churches (informational)

2023 Local Church Mission Shares and Budget packet

This useful document provides an overview of how your mission shares are calculated and used for the 2023 Conference budget.

2023 Pastoral Compensation Guide

Information for determining the complete pastoral compensation and benefits package.

2023 Pension Calculator for Treasurers

Spreadsheet to download and use for calculating pastor's pension.

AC: Denman Award Nomination Form - Clergy

To honor one clergyperson for outstanding work in evangelism. The awards are presented at annual conferences across the nation. The award is named for the late Harry Denman, noted Methodist evangelist.Completed forms should be sent to: New England Conference Office of Congregational Development PO Box 249 276 Essex Street Lawrence, MA 02474 or email to: rickm@neumc.org DEADLINE: MARCH 1

AC: Denman Award Nomination Form - Laity

To honor one layperson for outstanding work in evangelism. The awards are presented at annual conferences across the nation. The award is named for the late Harry Denman, noted Methodist evangelist.Completed forms should be sent to: New England Conference Office of Congregational Development PO Box 249 276 Essex Street Lawrence, MA 02474 or email to: rickm@neumc.org DEADLINE: MARCH 1

AC: Denman Nomination Form - Youth

To honor one youth for outstanding work in evangelism. The awards are presented at annual conferences across the nation. The award is named for the late Harry Denman, noted Methodist evangelist.Completed forms should be sent to: New England Conference Office of Congregational Development PO Box 249 276 Essex Street Lawrence, MA 02474 or email to: rickm@neumc.org DEADLINE: MARCH 1

The application form for agencies and ministries requesting Advance Special Status for the New England Annual Conference is now available as an online application only. Visit www.neumc.org/advance to apply.

Annual Parsonage Inspection

Fillable form to be used for annual inspection of parsonage (trustees, SPRC, pastor)

Annual Report of the Committee on Finance

A fillable form from GCFA for the local church finance committee's annual report to the church conference.

Annual Report of the Deacon

A fillable form from GCFA for the annual report of the Deacon/Provisional Deacon

Annual wellness exam verification form

All Active HealthFlex Health Insurance participants and enrolled spouses who have an annual wellness examination (physical) and submit this verification form signed by their physician receive $100 (each).

Annuity Information - PDF

Important annuity information that may may have an impact on your benefits - from the General Board of Pension and Health Benefits of the UMC

Appointment to an Extension Ministry

A fillable form from GCFA for clergy on extension ministry

Audit Guidelines

Suggested guidelines for auditing local church funds (finance committee)

Bishop Peter D. Weaver Mission Scholarship

Scholarships assist laity and clergy with travel expenses for mission outreach projects beyond their local community.

Certification of Payment

A fillable form for certification of payments by the local church to the pastor. Due annually on February 15 and after the final pastoral payment when an appointment ends.

Certified Lay Minister Annual Report

Official UMC Discipleship Ministries annual report of the certified lay minister (fillable form)

Certified Lay Servant Annual Report

Official Lay Servant Ministries annual report form for Certified Lay Servants. (fillable form)

Certified Lay Speaker Annual Report

Official Lay Servant Ministries form for annual report of the Certified Lay Speaker (fillable form)

Church Appointment Update

Fillable form in Word format to be completed annually by SPRC

Church Appointment Update (pdf format)

Can be completed using Fill Sign in Adobe/Acrobat or filled in by hand. To be completed annually by SPRCs.

Clergy CEU Continuing Education Record

Annual report for clergy to record continuing education (CEU) credits. (A fillable form.)

Clergy moving expenses

Use this form to report clergy moving expenses paid by the local church.

Clergy Profile for Mission and Ministry

Fillable Word form to be reviewed and updated annually by clergy

Clergy Profile for Mission and Ministry PDF format

PDF format for use with Adobe Acrobat or completed by hand. To be reviewed and updated annually by clergy.

Clergy Sexual Ethics Policy

Adopted in 1997. Updated 2010.

Completing the W-2 Form - For Clergy - PDF

Step-by-step instructions for filling out the W-2 tax form. (Also has info on W-3 and local church reporting)

Connectional Ministry Share as Covenant - PDF

It is the belief that as United Methodists we are in covenant together, united toward a common goal. In this case our common goal is the mission and ministry that is expressed in the budget of the Annual Conference as voted by the local churches that comprise the Annual Conference at its annual session in June of each year.

Connectional Ministry Share as Covenant - Word

It is the belief that as United Methodists we are in covenant together, united toward a common goal. In this case our common goal is the mission and ministry that is expressed in the budget of the Annual Conference as voted by the local churches that comprise the Annual Conference at its annual session in June of each year.

Energy Action Audit Checklist for Local Churches

Checklist for Churches and Parsonages on Creation Care Actions (provided by the NEAC Board of Church Society).



Example of how to calculate 2022 clergy pension

Informational document describing how to calculate clergy pension. See also the Pension Calculator spreadsheet.

Example of How to Calculate 2023 Clergy Pension

For use in calculating clergy pension for 2023.

Financial Retention Guidelines

Guidelines for retention of local church financial and accounting records

Fire Up the Spirit - Studies in Stewardship

Studies in Stewardship and Church Vitality. A 31-page booklet from the New England Conference Stewardship Task Force.

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