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Forms

1099 NEC/MISC Information (PDF)

Accountable Expense Reimbursement Plans (PDF)

Additional Services Fee Sheet (PDF)

Annual Ministerial Housing Allowance (PDF)

Anti-Fraud Policy (doc)

Automobile Usage for Ministers (PDF)

Bank Transfer Notification (fillable PDF)

Benevolence Policy - Examples (doc)

Cash Counting Sheet (PDF)

Check Request Form (fillable PDF)

Check Signer Standards / Protocol (PDF)

Comparison of Outsourcing vs In-house (PDF)

Conflict of Interest Policy (doc)

Credit Card Reconciliation Form (excel)

Credit Card Reconciliation Form by Detail per Account (fillable PDF)

Credit Card Reconciliation Form by Total per Account (fillable PDF)

Credit Card Policy & Agreement - Sample (doc)

Deposit Form - Church (excel)

Deposit Form - NonProfit (excel)

Direct Deposit Authorization - Multiple Bank Accounts (fillable PDF)

Designated Fund Contributor Statement (doc)

Designated Giving vs. Donor Restricted Giving

Electronic Funds Transfer (EFT) (fillable PDF)

Employee or Contractor (PDF)

Frequently Asked Questions (FAQ)

FICA as a Part of Minister's Compensation Package (PDF)

Form 8822-B

Fraud Prevention: "Precautionary Measures"

General Ledger Journal Entry - Transfer Form (fillable PDF)

Hourly Timesheet (excel)

Housing Allowance Worksheet (fillable PDF)

How To Ride A Dead Horse

I-9 Form

I-9 Instructions

Internal Controls Assessment

Level 1 Monthly Worksheet (excel)

Loose Check Log (PDF)

Manual Check Form (fillable PDF)

Ministerial Dual Status Employment (PDF)

Ministerial Compensation Package Worksheet (fillable PDF)

Ministry Description for Offering Counters (doc)

Ministry Description for Senior Pastor (doc)

Ministry Description for Associate Pastor (doc)

Ministry Description for Director of Children's Ministry (doc)

Ministry Description for Administrative Professional (doc)

Missionary Fundraising Letter (doc)

MM Guidelines for Establishing a Scholarship Fund Policy (doc)

Nine Things We Have Learned About Churches

Non-Monetary Contributions Letter (doc)

Offering Team Confidentiality Agreement (doc)

Paying Foreign Workers (PDF)

Personnel Action Notice - Churches (fillable PDF)

Personnel Action Notice (fillable PDF)

Qualified Charitable Distributions (QCD) Donations

Recurring ACH Payment Request (fillable PDF)

Privacy Policy

Recurring Check or EFT Payment Request Form (fillable PDF)

Record Retention Guidelines (PDF)

Top 10 Reasons Not to Use Our Service

Travel Expense Reimbursement Form (fillable PDF)

W-4 (Federal)

K-4 (Kansas)

W-4 (Missouri)

Form IT-2104 (New York)

W-9 (Federal)

W-9 Request Letter (doc)

Weekly Scan Summary

Whistle Blower Policy (doc)

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