SMMPTA Council Forms


Council Remittance Form PDF / Word

Council Check Request (warrant) PDF / Word


Useful Forms/Links for Financial Officers


2021-22 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

Budget Sample

PTA Commitment Letter PDF / Word / Excel

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 2021-22

Other Useful Forms

Historian Report

Honorary Service Award Order Form

Additional forms are available at the California State PTA's Online Toolkit: