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Upper New York Annual Conference

2017-2018 Church/Charge Conference and Annual Forms

2017 Annual Report Form Checklist – print and use this checklist as a record of forms completed.

To download forms, click the name of the form. If you are having trouble opening the forms,
click here http://get.adobe.com/reader) to download or upgrade Adobe Reader on your system.
(Be sure to uncheck the optional offers in the center panel.)

Due Two (2) Weeks Prior to Church/Charge Conference (Mail to District Office) *

1. 2018 Clergy Compensation Report (requires Microsoft Excel 2003 or later)
       1a. Housing Exclusion Resolution (if applicable)
       1b. ARP (Accountable Reimbursement Plan) (if applicable)
              NOTE: Click here for information related to compensation worksheet and resolutions above.
2. Trustee Election Ballot (for use at Charge Conference)
      2a. Lay Leadership Team (Nominations, Leadership & Personnel) your church format
3. Recommendation of Candidate for Licensed/Ordained Ministry (if applicable)
4. Certified Lay Ministers Report (if applicable)
5. Certified Lay Servant
6. Lay Speaker Reports (if applicable)
7. Bequest Resolution (if applicable)
8. 2016 Audit & Charge Conference Minutes
9. Report of Pastor & Reports of other Retired Clergy in the church (if applicable)
10. Parsonage Inspection & Committee Report (if applicable)
11. Outreach & Volunteers In Mission Report
12. Safe Sanctuary Compliance Form
13. Accessibility Report Form (due in the odd calendar year)

Due at Church/Charge Conference (these DO NOT leave the building)

14. Church/Charge Conference Minutes
15. Church/Charge Conference Sign-In Sheet

Due Two (2) weeks After Church/Charge Conference

16. Leadership Interface Sheet

Due by November 1, 2017 (Complete online, save, print and mail a signed copy to District Office) *

17. Pastor’s Appointment Advisory Form (requires Pastor login)
18. S/PPRC Appointment Advisory Form (requires Church login)
19. Pastor – S/PPRC Covenant Form (requires Church login)

Due by December 1, 2017 (Do not mail printed copy – just update or complete and save online) *

20. Church Profile (requires Church login)
21. Pastor’s Profile (requires Pastor login)

Due by February. 15, 2018 (Mail completed & signed copy of each to the District Office) *

22. Report of Trustees
23. Report of Finance Committee
      23a. 2017 Year End Financial Report (your format
      23b. 2018 Church Budget (your format)
24. 2017 Statistical Report (complete online at http://ezra.gcfa.org) **

Due by March 15, 2018 (Mail completed copy of each to District Office) *

25. 2017 Local Church Annual Audit


  * For questions related to forms at uny.umconline.org, please contact your district office.

** If you experience difficulty signing into Ezra for the statistical report, please contact your
    district office.


Copyright © 2017 Upper New York Annual Conference of The United Methodist Church