Chapter Financial Form R1

Overview 

Before you start entering your 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 

• 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 later.

Questions 

• If you need technical assistance with the application portal or other technical issues with the Submittable website, don't hesitate to use the Submittable Help Center and reach out to Customer Support
• If you have questions regarding Financial Reporting, please contact fraternal_outreach_mailbox@woodmenlife.org

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