Health Benefits

PENSION BENEFITS

CLERGY FORMS/GUIDELINES

Required forms to be filled out to bring new clergy on church payroll:

• W4 NEW!
• I9
• 2016 Clergy Compensation Form NEW!
• Summary of Costs to Church Aid for Dual Appointment NEW!

Information on W2s and Clergy Housing Allowance for Active Clergy:

• Housing Allowance Q&A
• W2 Information for Clergy
• Example of W2 for Clergy

Information on Clergy Housing Allowance for Retired Clergy:

• Housing Allowance for Retired Clergy
• Housing Allowance Worksheet for Retired Clergy

Rental Housing/Allowance Statement in Petition

Information on Accountable Reimbursements:

• Accountable Reimbursement (PDF)
• Q&A/Allowable Items (PDF)

Information on Clergy Moving:

• RMC Moving Packet

Ministerial Education Funds Application (DOC)

Charge Conference

FINANCIAL FORMS/GUIDELINES

Fund Balance Report (PDF) (XLS)
Group Ruling for Tax Exemption (PDF)
Records Retention Schedule (PDF)
Travel and Meeting Expense Guidelines (PDF)
NEW! Check Request Form (PDF) (Excel)
Unrelated Business Income (PDF)
Benevolence Fund Policy (PDF)

OTHER FORMS/GUIDELINES

Background Check Information and Form (PDF)
Equitable Compensation Form (PDF)

NEW! Charge Conference Forms (updated Nov. 18, 2015)

The following is a list of forms currently available for 2015 Charge Conferences. These forms may be used in all Rocky Mountain Conference Districts/Sub-Districts. Updated forms are in bold.

• Agenda (DOC)

• Charge Conference Checklist (DOC)

• Church Leadership Directory (DOC)

• Report of Membership and Worship Attendance (DOC)

• Fund Balance Report (Excel format)

• 2016 Clergy Compensation Form (Excel Format)
• 
  
• Summary of Costs to Church Aid for Dual Appointments (Excel Format)
  

• Report of Annual Parsonage Walk-Through (DOC)

• Report of the Trustees

• Approval of Candidates for Ordained Ministry

1. Declaration of Candidacy

2. Continuing of Candidacy

• Report of the Pastor (Elders & Local Pastors)

1. Report

2. Continuing Formation (DOC)

3. Disaster Preparedness Contact Form

• Clergy Reports

1. Report of Diaconal Ministers and Deacons

2. Clergy in Extension Ministries

3. Retired Clergy, Incapacity Clergy, Family Leave Clergy, Leave of Absence Clergy, Honorable Location Clergy and Retired Clergy Residing Outside the Bounds of the Conference

• Lay Speaker Annual Report (PDF)
• 
  
• Lay Servant Annual Report (PDF)
• 
  
• Certified Lay Servant Report (PDF)
  

• Certified Lay Minister/Candidate Annual Report

• Litany of Commitment for Connectional Giving (DOC)

• Optional forms:

1. Accessibility Audit (PDF)
   
2. Finance Committee Report (DOC)
   
3. GCFA Insurance Worksheet (PDF)

    

These forms may be submitted in various ways, after downloading:

1. Print the form, fill in by hand, mail to address on the form. (This is the only choice with PDF files.)**

2. A word processor can be used to fill in the DOC type form, save as DOC file, send as e-mail attachment to your District Office.

3. MS Excel can be used to fill in the fields of the XLS type form, save as XLS file, send as e-mail attachment to your District Office and perhaps to the Conference Treasurer.*

*Some forms are available as XLS files:

A "Viewer" for MS Excel .xls files is available HERE

**Some forms are available as PDF files:

If your system does not have a recent version of a PDF Reader, the Adobe Acrobat Reader is available HERE.

SPRC Forms

• Church and Pastor Profile Form (DOC) (PDF)- Due on Dec. 1
• 
  
• Appointment Advisory Cover Letter (PDF)
• 
  
• Appointment Advisory Form (Clergy) (DOC) (PDF) - Due Dec. 1
• 
  
• Appointment Advisory Form (SPRC) - Due Dec. 1
• 
  
• Clergy Evaluation Cover Letter
• 
  
• Knowledge Skills Abilities Document
• 
  
• 2015 Clergy Evaluation Form (DOC) (PDF) - Due May 1
  
• 
  
• Clergy Profile (DOC) (PDF) - Due April 1
• 
  
• Candidacy - SPR Discernment Tool (DOC)