Forms

Forms are listed alphabetically.

2017 Convention Grant Application
Last Updated:
2017 Remit Form for Units
Submit this form electronically with each payment to FCPTA. Instructions to fill the form are included on the form. All checks are to be made payable to Fremont Council PTA. Typical remittances include Per Caps, Membership Envelopes, Insurance, Worker's Comp, Founders Day, Awards Dinner, Goodwill Offering (Silver Offering) and any other miscellaneous payments to Council.
Last Updated: 08/03/2017
Annual Financial Report (Sample)
Last Updated: 08/05/2011
Annual Historian Report for Council
Last Updated: 08/05/2011
Annual Historian Report for Units
Send two copies of this form to the current Fremont Council Historian.
Last Updated: 08/05/2011
Annual Historian Summary Report for Units
Last Updated: 03/21/2013
Audit Checklist
Last Updated: 08/28/2014
Audit Report
Last Updated: 08/28/2014
Authorization for Payment
Complete the form, attach receipts and other relevant documents and submit to FCPTA treasurer.
Last Updated: 08/28/2014
Bilingual Pamphlets
Fremont Council is proud of its diversity and is pleased to provide some PTA brochures in foreign languages.
Last Updated: 08/05/2011
California State PTA Resources
Last Updated: 08/21/2013
Cash Verification Form
All units should use the Cash Verification Form for keeping track of PTA funds. The money should be counted by two people who then sign the form. The financial secretary (or treasurer) then signs the form when she/he receives the money. All PTA funds should be deposited in the bank immediately or by the next business day.
Last Updated: 09/09/2015
Donation In Memoriam Form
Last Updated: 10/03/2016
Founders Day
Last Updated:
Honorary Service Award Nomination Form
Last Updated: 10/03/2016
IRS Forms (online)
Units with gross receipts over $50,000 need to file IRS form 990EZ (or form 990 if receipts are over $200,000). Units with gross receipts under $50,000 may file form 990-N, which is done via the IRS web site. Those forms can be downloaded from the IRS web site at ww.irs.gov. Go to Charities and then Resources - Forms and Publications.
Last Updated: 08/05/2011
Mid-Year Unit Checklist
Last Updated: 01/14/2013
Mid-Year Unit Update Report
Last Updated: 01/18/2012
Monthly Unit Snapshot
Last Updated: 10/13/2011
PTA Glossary
Last Updated: 08/21/2013
PTA Resources
Last Updated: 08/21/2013
PTA Resources and Free Subscriptions
Last Updated: 08/21/2013
Reflections Entrants Worksheet (sample)
To be filled out by all unit Reflections chairmen and emailed to Council Reflections chairman.
Last Updated: 08/29/2014
Sample Budget
Last Updated: 08/05/2011
Workers Compensation Report
Every PTA complete the Workers' Compensation Annual Payroll Report regardless if wages are paid or not. Base rate will cover gross wages of all persons hired up to $1,000, including payments made to independent contractors for services performed between January 5, 2013 and January 4, 2014. Any wages in excess of the base will result in an additional premium of 5 percent of the wages. Forms and any additional premium are to be sent through channels and must reach the Peralta District PTA by January 15, 2014. On the form, list only those employees that PTA pays directly. Do NOT list names when monies are donated to a school district for employee salaries. Do NOT list company names. · If the PTA has NOT hired employees or independent contractors, write "NO ONE PAID." · PTA must report all paid workers. Be specific about the type of work and the dates. · If PTA hires employees, and if an employer-employee relationship exists, the PTA, as employer, must comply with all state and federal withholding requirements. For each employee listed on the Workers' Compensation Annual Payroll Report, PTA must also attach copies of quarterly reporting forms. The California State PTA recommends that any PTA hiring an employee or an independent contractor secure professional services for processing of wages, withholding and reporting forms. Each of the quarterly reporting forms also has an annual form due at the end of the year. · If the total payments (gross) for ALL employees are more than $1,000, PTA will incur an additional premium. To calculate the new premium: subtract $1,000 from the total (gross) payments for all individuals paid for the period being reported; multiply the balance remaining by 5 percent and forward that amount through channels by the district PTA due date. For example: $2,500 total (gross) payments, less $1,000 = $1,500 balance; $1,500 x 5% = $75. This is the additional premium that should be sent through channels BONDING INSURANCE Bonding insurance covers all PTA districts, councils, and units and all persons handling funds and PTA assets. The basic bond provides $15,000 Employee/Volunteer Theft; $15,000 Forgery; and $15,000 Theft, Disappearance and Destruction of money or scrip. There is no coverage under the bond for wire transfers. There is a $500 deductible. Higher insurance limits can be obtained for an additional cost directly from our insurance carrier BB&T, PTA Service Team, Phone: (800) 733-3036, Email: capta@bbandt.com. If your unit wants a higher limit, complete the form "Excess Crime Bond Application" in the Insurance and Loss Prevention Guide. (Higher limits are recommended for units purchasing scrip.) Claims must be reported in a timely manner. As soon as a bond incident investigation is initiated, it should be reported to the Insurance Broker. Every PTA complete the Workers' Compensation Annual Payroll Report regardless if wages are paid or not. Base rate will cover gross wages of all persons hired up to $1,000, including payments made to independent contractors for services performed between January 5, 2013 and January 4, 2014. Any wages in excess of the base will result in an additional premium of 5 percent of the wages. Forms and any additional premium are to be sent through channels and must reach the Peralta District PTA by January 15, 2014. On the form, list only those employees that PTA pays directly. Do NOT list names when monies are donated to a school district for employee salaries. Do NOT list company names. · If the PTA has NOT hired employees or independent contractors, write "NO ONE PAID." · PTA must report all paid workers. Be specific about the type of work and the dates. · If PTA hires employees, and if an employer-employee relationship exists, the PTA, as employer, must comply with all state and federal withholding requirements. For each employee listed on the Workers' Compensation Annual Payroll Report, PTA must also attach copies of quarterly reporting forms. The California State PTA recommends that any PTA hiring an employee or an independent contractor secure professional services for processing of wages, withholding and reporting forms. Each of the quarterly reporting forms also has an annual form due at the end of the year. · If the total payments (gross) for ALL employees are more than $1,000, PTA will incur an additional premium. To calculate the new premium: subtract $1,000 from the total (gross) payments for all individuals paid for the period being reported; multiply the balance remaining by 5 percent and forward that amount through channels by the district PTA due date. For example: $2,500 total (gross) payments, less $1,000 = $1,500 balance; $1,500 x 5% = $75. This is the additional premium that should be sent through channels BONDING INSURANCE Bonding insurance covers all PTA districts, councils, and units and all persons handling funds and PTA assets. The basic bond provides $15,000 Employee/Volunteer Theft; $15,000 Forgery; and $15,000 Theft, Disappearance and Destruction of money or scrip. There is no coverage under the bond for wire transfers. There is a $500 deductible. Higher insurance limits can be obtained for an additional cost directly from our insurance carrier BB&T, PTA Service Team, Phone: (800) 733-3036, Email: capta@bbandt.com. If your unit wants a higher limit, complete the form "Excess Crime Bond Application" in the Insurance and Loss Prevention Guide. (Higher limits are recommended for units purchasing scrip.) Claims must be reported in a timely manner. As soon as a bond incident investigation is initiated, it should be reported to the Insurance Broker. Every PTA complete the Workers' Compensation Annual Payroll Report regardless if wages are paid or not. Base rate will cover gross wages of all persons hired up to $1,000, including payments made to independent contractors for services performed between January 5, 2013 and January 4, 2014. Any wages in excess of the base will result in an additional premium of 5 percent of the wages. Forms and any additional premium are to be sent through channels and must reach the Peralta District PTA by January 15, 2014. On the form, list only those employees that PTA pays directly. Do NOT list names when monies are donated to a school district for employee salaries. Do NOT list company names. · If the PTA has NOT hired employees or independent contractors, write "NO ONE PAID." · PTA must report all paid workers. Be specific about the type of work and the dates. · If PTA hires employees, and if an employer-employee relationship exists, the PTA, as employer, must comply with all state and federal withholding requirements. For each employee listed on the Workers' Compensation Annual Payroll Report, PTA must also attach copies of quarterly reporting forms. The California State PTA recommends that any PTA hiring an employee or an independent contractor secure professional services for processing of wages, withholding and reporting forms. Each of the quarterly reporting forms also has an annual form due at the end of the year. · If the total payments (gross) for ALL employees are more than $1,000, PTA will incur an additional premium. To calculate the new premium: subtract $1,000 from the total (gross) payments for all individuals paid for the period being reported; multiply the balance remaining by 5 percent and forward that amount through channels by the district PTA due date. For example: $2,500 total (gross) payments, less $1,000 = $1,500 balance; $1,500 x 5% = $75. This is the additional premium that should be sent through channels
Last Updated: 11/07/2013