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.
Annual Conference 2010
- 2010 Financial Overview (MS Powerpoint File)
- 2010 Financial Overview (PDF format)
Remittances
- Remittance Form – to be used to submit remittances to the Conference Treasurer. Please use a separate form for each church. Mail the remittance form and check(s) to: Conference Treasurer, Raleigh Area, PO Box 60053, Charlotte, NC 28260. To request that remittance forms be mailed to you, please email your name, address, and church name to Diana Hunter.
- Remittance Form – as an Adobe Acrobat fill-in form.
- Church EFT -for churches enrolling in automatic withdrawal or on-line initiation of Apportionment or Advance Special remittances to the Conference – PDF format.
Central Conference Pension Initiative (CCPI)
- CCPI Commitment Form – For pastors to make pledge and payments to the Central Conference Pension Initiative.
- CCPI Church Estimate of Giving – For churches to provide information about gifts 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 - PDF format.
- 2012 Pension Worksheet Instructions - PDF format.
- 2011 Pension Worksheet - PDF format.
- 2011 Pension Worksheet Instructions - PDF format.
- 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 report as approved at Annual Conference 2010
- Pension EFT – for making payments into the Pension plan – PDF format.
- 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 – PDF format.
- Pension EFT – For making payments into the Pension plan – PDF format.
- Church EFT – For churches enrolling in automatic withdrawal of Apportionment remittances or Advance Special payments to the Conference – PDF format.
- Accounts Payable EFT – For businesses or individuals receiving payments from the NC Conference – PDF format.
- ZOE EFT – For donors to have gifts to the ZOE Ministry made through automatic draft – PDF format. 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
- 2003 Compensation Issues – Handout – PDF format with information about components of plan compensation and related tax issues (Large file, requires Adobe Acrobat Reader version 5 or higher).
- 2003 Compensation Issues – Mailer – PDF format information about components of plan compensation and related tax issues in a tri-fold format for mailing (Large file, requires Adobe Acrobat Reader version 5 or higher).
- 2003 Compensation Issues – Text Only PDF: information about components of plan compensation and related tax issues.
- 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 – Updated for 2011
- Blank Table II Form – Updated for 2011
- Blank Table III Form – Updated for 2011
Conference Budget
These are MS Excel files which need to be saved to your hard drive before completing the form. Download these files by clicking on each link with the right mouse button and selecting “Save Target As.” Then, identify where the file should be saved on your computer’s hard drive.
- 2010 Conference Budget Request Form (Microsoft Excel)
- 2010 Conference Budget Request Summary Form (Microsoft Excel)
Training Resources
- Local Church Treasurer/Finance Training Presentation (MS Powerpoint File)
- Why We Apportion Stewardship Seminar
- Why We Apportion Stewardship Seminar Presentation Handouts (PDF)
- Blank Travel Reimbursement Form (Microsoft Excel)
- NC Conference Travel Expense Policy (TravelPolicyExpense.pdf)
- Local Church Minimum Internal Control Guidelines (LC-Minimum-Controls.pdf)

