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 Health Insurance Church Blended Rates

2023 Blended Health Insurance rates for churches (informational)

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.

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

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)

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 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.

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

Fund Balance Report

A fillable form from GCFA for the local church annual audit.

Housing Exclusion Allowance Designation

Resolution for pastor to designate either a Housing Exclusion or a Housing Allowance (IRC 107). Includes worksheet. (fillable form)

Lay Servant Annual Report Green Mtn District

A fillable form for use by lay servants in the Green Mountain District only.

Local Church Audit Guide (GCFA)

A complete guide to performing a local church audit. Prepared by the UMC General Council on Finance and Administration. Updated after each General Conference.

Local Church Audit Guide FAQs (GCFA)

Frequently asked questions about local church audits. Prepared by the UMC General Council on Finance and Administration. Updated after each General Conference.

Local Church Leadership Report

Form for reporting local church leadership including contact information.

Local Church Profile for Mission & Ministry PDF format

Complete using Adobe Acrobat or by hand. To be reviewed and updated annually by local church SPRC.

Local Church Profile for Mission and Ministry

Fillable Word form to be reviewed and updated annually by local church SPRC

Minutes of the Charge Conference

A fillable form from GCFA for providing the minutes of the church conference.

Parsonage Guidelines

Guidelines for parsonages as approved by the annual conference - for local church trustees, SPRC, pastor

Pastoral Appointment Update

A fillable form to be completed annually by clergy.

Pastoral Compensation Report

A fillable form for reporting pastor's annual compensation. To be completed by SPRC in conjunction with pastor.

Report of the Pastor

A fillable form from GCFA for annual report of the pastor.

Report of the Trustees

A fillable form from GCFA for the annual report of the local church trustees

UMC Accessibility Audit

Fillable form for the annual accessibility audit for church properties