Instructions
- Due dates and requirements vary for each form. Refer to the form introductions for deadlines. You might also find Appendix A Charge Conference Form Overview (.doc) helpful.
- To download Excel or Word files, right-click with your mouse and choose “Save Link As.” You may also need to respond to a pop-up notification in your browser to confirm downloading these files. We have also provided OneDrive links to the documents. For these, you can choose File > Save As to save a copy to fill out.
- The full list of documents, forms, and files can be accessed in a OneDrive folder at this link.
Training Resources
The slides used during the webinar can be viewed at this link.
View past recordings of Charge Conference Forms Made Easier Learning Labs at this link.
2025-2026 Forms
FOR ALL LOCAL CHURCHES
- 1 Annual Composite Report of the Trustees
- 2 Annual Report of the Finance Committee
- 3 Salary & Benefits Compensation Report
- 4 Annual Report on Church Staffing
- 5 SPRC Appointment Recommendation & Pastoral Evaluation
- 6 Abuse Prevention Policy Verification
- 7 Annual Report of the Pastor
- 8 Clergy Appointment Request
- 9 Membership Audit
- 10 Post-Charge Conference Recap
CHURCH & CLERGY ANNUAL REPORTS
- a Leadership Roles in the Local Church
- b UWF Local Unit Membership
- c Fund Balance Report (Annual Audit)
- d Certification of Payment (required annually or at end of appointment)
CLERGY & LAITY IN SPECIAL CATEGORIES
- 11 Annual Report of Clergy on Leave
- 12 Annual Report of Deacon
- 13 Annual Report of Extension Minister
- 14 Annual Report of Certified Lay Servant
- 15 Annual Report of Certified Lay Minister
- 16 Declaration of Candidacy for Ordained Ministry
- 17 Annual Report of Candidate for Ministry
- 18 Annual Report of Located Clergy
- 19 Annual Report of Retired Clergy
- 20 Equitable Compensation Application (contact your district office)
RESOURCES & APPENDICES
- Appendix A Charge Conference Forms Overview(.doc) (OneDrive link here)
- Appendix B Salary & Benefit Guidelines (PDF)
- Appendix C Minimum Compensation Standards 2026 (PDF)
- Appendix D California: 2026 Medical, Dental, and Vision Rates
- Appendix D Hawaii: 2026 Health and Dental Insurance Rates for HAWAII 2026 (rev. 10/24/25)
- Compass Enrollment Change Form (new)
- Health Insurance Declination Form
- Health Insurance Benefits Eligibility Notification Form
ABUSE PREVENTION TRAINING
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