Instructions
- Due dates and requirements vary for each form. Refer to the form introductions themselves, or see the summary view in Appendix A: “Reports & Resources for Charge Conferences, Annual Reports, and Tracking Sheet.” (choose file > save as to save a copy) (PDF version download)
- 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
Charge Conference Forms Made Easier (ALL 102): All are invited to attend this presentation by Conference Statistician and Data Services Coordinator Jennifer Gaylord, with support and resourcing from the District Offices. This seminar will be especially relevant for clergy appointed to the local church, church office staff, SPRC chairs, Trustees Presidents, and other local church leaders who are completing and signing charge conference forms.
Recordings of the training can be accessed at this link.
Click here to download the slides that are used during the training (PDF).
2024-2025 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 Clergy Certification of Payment (required annually or at end of appointment)
- e Housing Allowance Exemption (request from district office if needed)
- f Health Insurance Declination Form (request from district office if needed)
- g Equitable Compensation Application (request from district office if needed)
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
RESOURCES & APPENDICES
- App A Reports & Resources for Charge Conferences, Annual Reports, and Tracking Sheet (.xlsx) (PDF version available here) (OneDrive link here)
- App B Salary & Benefit Guidelines (PDF)
- App C Minimum Compensation Standards for 2025 (PDF)
- App D GCFA Clergy Tax Packet (external resource)
- App E Housing Allowance Resolution Samples and Q&As (PDF)
- App F 2025 Medical, Dental, and Vision Rates (California plans)
- App G Salary & Benefits Worksheet for clergy paid by 1 local church (.xlsx) (OneDrive Download)
- App H Salary & Benefits Worksheet for clergy paid by 2 churches (.xlsx) (OneDrive Download)
- App I Salary & Benefits Worksheet for Lay Persons Assigned (.xlsx) (OneDrive Download)
Optional for Clergy: Schedule Year Calculator for Minimum Compensation Verification
ABUSE PREVENTION TRAINING