Charge Conference Resources

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Charge Conference - Common materials

Note: The following forms were prepared for use in 2016. Information for 2017 will be available in early August. Please check with your district office about what is required in your area.

  • Basic Information (Word)
  • Form 1 – Vision and Goals (Word) (PDF)
    Note: Some districts are using the Outcomes Process rather than the Vision and Goals Process and Form. Please check with your district office.
  • Form 2 – Care of Members and Assets (Word) (PDF)
  • Form 3a - Clergy Support Worksheet with Health Insurance Allowance (Excel)
    • Pastoral Support Information (Word)
  • Form 3b – Clergy Support Worksheet for Churches with over 50 Employees (Excel)
  • Form 3c – Clergy Support Worksheet for Churches with under 50 Employees (Excel)
    Note: This form is for churches with 50 or fewer employees who have placed their pastor on a local church-sponsored section 125 health plan.
  • Form 3d – CLM and DSA Support Worksheet (Excel)
  • Form 4 – Laity Contact Information (Word) (PDF)
  • Form 5 – Clergy Relating to Charge Conference (Word) (PDF)
  • Local Church Lay Servant Report (Word) (PDF)
  • Certified Lay Servant Report (Word) (PDF)
  • Lay Speaker Report (Word) (PDF)

Housing Resolution Resources

Accountable Reimbursement Policy Resources

The General Council on Finance and Administration (GCFA) has prepared a tax packet containing Q&As and forms for several items, including accountable reimbursement policies and mileage/local transportation expenses. These documents may answer many of your questions.

Below are two direct links to forms in the tax packet.

Vital Signs Dashboard: To look at statistics on the Vital Signs Dashboard, go to your reports page. To select your start date, use the calendar to scroll back to January. Click on Jan. 1 to choose that date. To choose your end date, use the calendar to scroll back to December of the same year and click on Dec. 31. Note: entering the date manually will not work. You must click on the date in the calendar.


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