2016-2017 Church/Charge Conference and Annual Forms
2016 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,
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(Be sure to uncheck the optional offers in the center panel.)
Note: Forms 1 and 2c require Microsoft Excel 2003 or later.
Forms 4, 9, 10 and 20 require MS Word.
Due Two (2) Weeks Prior to Church/Charge Conference (Mail to District Office) *
1. 2017 Pastor's Compensation Worksheet (requires Microsoft Excel 2003 or later) #
1a. Clergy Housing Exclusion Resolution (if applicable) #
1b. Accountable Reimbursement Plan Resolution - sample (if applicable)
NOTE: Click here for information related to compensation worksheet and resolutions above.
2. Local Church Lay Leadership:
2a. Nominations & Leadership Development Report (using your church’s format)
2b. Trustee Election Ballot Template (for use at Charge Conference)
2c. Local Church - UNYAC Leadership Interface (requires Microsoft Excel 2003 or later) #
3. Report of the Pastor
4a. Volunteers in Mission and Outreach Report (requires MS Word 2003 or later) #
4b. Safe Sanctuaries Compliance Form (requires MS Word 2003 or later) #
5. 2015 Local Church Audit
6. Lay Servant Annual Report
7a. Parsonage Committee Report (for each parsonage, even if rented/leased)
7b. Parsonage Inspection Form
8. Recommendation of Candidate for Licensed/Ordained Ministry
9. Bequest Resolution - sample (requires MS Word 2003 or later) #
Due Two Weeks Following Church/Charge Conference (Mail to District Office) *
10. Church/Charge Conference Minutes (with attachments- requires MS Word 2003 or later) #
11. Church/Charge Conference Sign-In Sheet
Due by Nov. 1, 2016 (Complete online, save, print and mail a signed copy to District Office) *
12. Pastor’s Appointment Advisory Form (requires Pastor login)
13. S/PPRC Appointment Advisory Form (requires Church login)
14. Pastor – S/PPRC Covenant Form (requires Church login)
Due by Dec. 1, 2016 (Do not mail printed copy – just update or complete and save online) *
15. Church Profile (requires Church login)
16. Pastor’s Profile (requires Pastor login)
Due by Feb. 15, 2017 (Mail completed copy of each to District Office) *
17. Report of the Trustees
18. Report of the Finance Committee #
2016 Year End Financial Report (your format)
2017 Church Budget (your format)
19. 2016 Statistical Report (complete online at http://ezra.gcfa.org) **
Due by March 15, 2017 (Mail completed copy of each to District Office) *
20. Local Church Annual Financial Audit
Local Church Audit Guide
# Form may be filled out before printing.
* 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
Copyright © 2016 Upper New York Annual Conference of The United Methodist Church