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Upper New York Annual Conference

2019-2020 Church/Charge Conference and Annual Forms

2020 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. 2020 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
      2b. Local Church - UNYAC Leadership Interface Sheet (print in Landscape layout)
3. Declaration of Candidacy for Licensed/Ordained Ministry (if applicable)
4. Annual Report-Certified Lay Ministers Report (if applicable)
5. Annual Report-Certified Lay Servant (if applicable)
6. Annual Report-Lay Speaker Reports (if applicable)
7. Bequest Resolution (if applicable)
8. 2018 Audit & Charge Conference Minutes
9. Report of Pastor
       9a. 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)
14. 2019 INR Charge Conference Question Form
15. 2019 "Do You Have a Disciple Making Pathway/Process/Plan?"

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

16. Church/Charge Conference Minutes
17. Church/Charge Conference Sign-In Sheet (print in Landscape layout)

Due by November 1, 2019 (Complete online, save, print and mail a signed copy to District Office) *

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

Due by December 1, 2019 (Do not mail printed copy – just update or complete and save online) *

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

Due by February. 15, 2020 (Mail completed & signed copy of each to the District Office) *

23. Report of Trustees
24. Report of Finance Committee
      22a. 2019 Year End Financial Report (your format
      22b. 2020 Church Budget (your format)
25. 2019 Statistical Report (complete online at http://ezra.gcfa.org) **

Due by March 15, 2020 (Mail completed copy of each to District Office) *

26. 2019 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 © 2019 Upper New York Annual Conference of The United Methodist Church