PTA Forms & Docs

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Tip: You can ‘type’ on a pdf form using the Add Text feature in Adobe Reader.

Treasurer, Auditor, Financial

Annual Financial Report

Financial Review Report Fillable pdf (March 2023)

Financial Review Checklist Fillable (March 2023)

Ninth District Audit Worksheet docx

Insurance Guide pdf

Finance Tool kit pdf

Expense Statement / Payment Authorization

Unit Remittance Form for Out-of-Council Units (fillable) If you are part of PTA Council, do not use this form. Contact your PTA Council to get a Unit Remittance Form with the correct membership dues for your Council.

Membership

Membership Step by Step (pdf)

Parliamentarian

Instructions for Completing Bylaws Changes

Helpful Worksheet when considering changes to Bylaws

Change of Status Form-ONLY for Units needing grade, name, or address changes

Dreamhost 501(c)(3) Free Website Hosting

9/14/2024

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