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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

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)

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

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

Statistical Tables I, II and III

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.

Training Resources