Chapter Financial Form R1

Overview 

Before you start entering Chapter Financial Report Information, make sure you have the following information: 

  • Chapter Financial Activity Form (see the Chapter Secretary Packet) - This form has some information you will need to include 
  • Financial Institution information and account information 
  • Names of account signers 
  • Bank statements for each account the chapter has (including CDs), and each statement shows the end-of-year balance for that account  
  • If the end-of-year statement does not reflect all 31 days of December but the statement reflects all December transactions, you are required to submit a letter authorizing that no more transactions were made after the ending statement date  
  • If a CD statement is not available, you are required to submit supporting documentation reflecting account information and ending balance 
  • Chapter Property Information 
  • Detailed breakdown of "Other Income" and/or "Other Fraternal Expenses  


Other Highlights: 

  • The table will calculate the figures based on the amounts entered 
  • Be sure to review the information for accuracy prior to final submission 


Before you begin, don't forget 

  • Keep the Chapter Financial Activity Worksheet for your chapter records
  • Add notifications@email.submittable.com to your safe senders list to ensure you receive all system communications
  • Save a draft of your work if you would like to finish filling out the form at a later date.

Questions 


Note: Your chapter's Federal ID number is your EIN. Use your chapter EIN to find your organization. Do not search by name.

We use Submittable to accept and review our submissions.
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