SMMPTA FORMS

SMMPTA Council Forms

 

Council Remittance Form
Council Check Request (Warrant)

 

Useful Forms/Links for Financial Officers

 

2019 Financial Calendar

Deposit Verification Form (Excel Spreadsheet)

California State PTA Toolkit – Finance Section (website link) - find inside current forms for:

Annual Report

Authorization to Transfer Funds Between Accounts

Audit checklist

Audit Report

Worker's Compensation Annual Payroll Report

Budget Sample


Tax Exempt Letters

W-9 (for independent contractors)

 

RRF-1 Form for Charitable Trusts (website link)

SI-100 form and instructions (website link)

 

Financial Officers Workshop 2019

Other Useful Forms

Historian Report

Honorary Service Award Order Form


Additional forms are available at the California State PTA's Online Toolkit: http://toolkit.capta.org

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SMMPTA 1651 16th Street, Santa Monica, CA 90404

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