The following forms and information are available for download or for viewing online. Click on the name of the form or file to open. PDF files use the free Adobe Acrobat Reader.

Downloads Categories: (click to jump down)
Annual Conference
Remittances
CCPI
Tax Law
Pensions
EFT Forms
Moving Expenses
Compensation
Statistical Tables
Travel Forms

Annual Conference 2012

• Visit the Conference Secretary’s website for information and downloads relating to Annual Conference 2012.

Remittances

• Remittance Form – to be used to submit apportionment and other church remittances to the Conference Treasurer. Please use a separate form for each church. To request that remittance forms be mailed to you, please email your name, address, and church name to Diana Hunter.
• Remittance Form – as a fill-in form.
• Church EFT – for churches enrolling in automatic withdrawal or on-line initiation of Apportionment or Advance Special remittances to the Conference.

Central Conference Pension Initiative (CCPI)

• CCPI Commitment Form – For pastors to make pledge and payments to the Central Conference Pension Initiative.

Tax Law Resources

• Refund of Sales Tax for Churches - a letter from the NC Department of Revenue which gives clarification on the issue of the church’s eligibility to claim a refund for sales tax paid by individuals who are later reimbursed for purchasing items for the church.
• Tax Laws Affecting Charitable Organizations – information regarding tax laws and charitable organizations and charitable donations.
• Records Retention – recommendations for how long different types of records (financial and other) should be kept.

Pensions

• Contributions Agreement to the United Methodist Personal Investment Plan - agreement form for before and after-tax agreements for the Personal Investment Plan.
• 2012 Pension Worksheet
• 2012 Pension Worksheet Instructions
• Ministers’ Transition Fund (MTF) Membership Enrollment and Beneficiary Form - Any ministerial member of the NC Annual Conference who is serving full time in an Episcopal appointment (including NC Annual Conference Institutions) is eligible (See pages 327 – 336 of the 2005 Journal).
• Ministers’ Transition Fund (MTF) Billing Enrollment Form
• Housing Exclusion Worksheet
• Housing Exclusion Resolution - excerpted from the Board of Pension annual report
• Pension EFT – for making electronic payments into the Pension plan.
• Monthly Pension Billing flyer - included with the NC Conference pension billings each month to keep participants up-to-date regarding their pension benefits.

EFT Forms

The NC Conference Treasurer’s office can automatically handle an electronic transfer of funds, or EFT, in a variety of areas.

• Insurance EFT – Automates making payments for insurance premiums.
• Pension EFT – For making payments into the Pension plan.
• Church EFT – For churches enrolling in automatic withdrawal of Apportionment remittances or Advance Special payments to the Conference.
• Accounts Payable EFT – For businesses or individuals receiving payments from the NC Conference.
• ZOE EFT – For donors make gifts to the ZOE Ministry by automatic draft. Learn more about this ministry by visiting the ZOE website.

Moving Expenses

• Moving Expense Form – Requisition form to request reimbursement for clergy moving expenses.
• Moving Advance Form – Form to request an advance for clergy moving expenses.
• Moving Checklist – “So You’re Moving” checklist of tasks, lists and helpful actions for pastors who are moving.

Compensation

• Compensation Issues – Handout – Components of plan compensation and related tax issues.
• Compensation Issues – Mailer – Tri-fold format for mailing.
• Compensation Issues – Text only tri-fold format.
• Statement on Local Church Worker’s Compensation Coverage
• Guidance on Local Church Parsonage Utility Payments (effective January 2010)
• Application for Equitable Compensation Salary Support
• Instructions for Application for Equitable Compensation Salary Support

Statistical Tables I, II and III

• Instructions for Completing Statistical Tables I, II, and III
• Detailed Table I Instructions
• Supplemental Table II Instructions – Allocating operating expenses as local benevolence
• Blank Table I Form
• Blank Table II Form
• Blank Table III Form

Travel Forms

• Blank Travel Reimbursement Form (Microsoft Excel)
• NC Conference Travel Expense Policy