PLEASE NOTE: Some forms are currently being updated for 2020-2021.
SMMPTA FORMS
SMMPTA Council Forms
2020-21 Council Remittance Form
2020-21 Council Check Request (Warrant)
Useful Forms/Links for Financial Officers
Deposit Verification Form (Excel Spreadsheet)
California State PTA Toolkit – Finance Section (website link) - find inside current forms for:
Authorization to Transfer Funds Between Accounts
Worker's Compensation Annual Payroll Report
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 (please check back for updated info)
Other Useful Forms
Honorary Service Award Order Form
Additional forms are available at the California State PTA's Online Toolkit: http://toolkit.capta.org