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 2019 (please check back for updated info)

Other Useful Forms

Historian Report

Honorary Service Award Order Form

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