This documentation should be given to the school bookkeeper for the school’s audit. The
Principal
should already have a copy of these items.
-
Copy of
PTAs Financial Review
-
Annual
Report from the previous year
-
Local PTA Budget
-
List of Officers
-
List of Check Signers
-
Proof of insurance
-
Copy of current Bylaws
-
Copy of final bank
statement for the fiscal year showing statement is sent to
school address
-
Principal's letter of approval
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*Please note, these forms are in Adobe
Acrobat (PDF) format. You must have Adobe's free Acrobat Reader to
view these files. If you don't have Acrobat Reader, you may download
a free copy
here.
To print any of the forms, click on the link, and let the document load
completely. Under the "File" menu on your browser, select "Print"
and wait for it to print.
