2015 Charge Conference Forms

Below you will find this year’s Charge Conference Forms. Many forms allow you to choose from a fillable PDF and/or a fillable Microsoft WORD  or EXCEL document.  Click the words PDF, Word, or Excel to download the form and fill out.  SIGNATURES are REQUIRED where a SIGNATURE is requested.  Your charge conference packet/paperwork is not complete unless signatures are on all forms where a signature is required.  Some forms are mailed directly to the recipient.  Check each form. Contact your district office with any questions. 

Click HERE for the Charge Conference Checklist

Attendance Record (required):  PDF or WORD format  

General Church Forms 

  • Minutes of the Charge Conference (one for the CHARGE): PDF or Word format 
  • Report of the Pastor (to be filled out by the senior pastor(s)):  PDF or Word format
  • Report of Trustees (one for each CHURCH): PDF or Word format
  • Report of the Committee on Finance (one for each CHURCH): PDF or Word format
  • Annual Report of the Committee on Membership Audit: PDF  or Word format

Alabama-West Florida Conference-specific Forms 

  • Pastor Compensation Form:  PDF or WORD format
  • Committee on Nominations and Leadership Development Report (filled out by EACH church): EXCEL or PDF format 
  • Annual Church History Record (one for EACH church): PDF or WORD format
  • Lay Servant Application (to begin the process): PDF or WORD format
  • Lay Servant Annual Report/Renewal (filled out if currently a lay servant):  PDF or WORD format
  • Lay Speaker Annual Report/Certification/Renewal (filled out if currently a lay speaker):  PDF or WORD format
  • Clergy Continuing Education Unit (CEU) Report: PDF or WORD format
  • Safe Sanctuaries Covenant - Each church must have one on file at the district office: PDF or WORD format
  • Mission Reporting Form:  PDF or WORD format
  • Graduating Seniors List (if applicable): EXCEL or PDF format  
  • Accessibility Audit:  PDF format
  • Parsonage Checklist (optional):  PDF format

Additional Forms 

  • Deacon Annual Report Form (if applicable):  PDF format
  • Appointment To Extension Ministry (if applicable):  PDF format

Accessing the Local Church Dashboard

You can update your church information, church leaders by accessing the local church dashboard.  Click HERE for instructions. Click HERE for instructions on printing off the Lay Leadership Report from the dashboard.

For many of these forms, you will need to download the FREE Adobe Reader: 

Need to know how to fill out PDF Forms? Click HERE.

Fund Balance Report 2013 - 2016 (Annual Audit)

The Committee on Finance is required to make provision for an annual audit of the records of all the financial officers (including the financial secretary of church, business manager, and treasurers) of the church and all its organizations and shall report to the Charge Conference.  

Guidelines for handling of an accountability of funds can be found in the 2013-2016 United Methodist Church Financial Records Handbook and in Guidelines For Leading Your Congregation:  FINANCE available at www.cokesbury.com, and The Local Church Audit Guide, available at www.umc.org/gcfa

THIS REPORT IS TO BE COMPLETED AFTER THE END OF THE YEAR.  

THIS REPORT DOES NOT NEED TO BE INCLUDED WITH YOUR OTHER CHARGE CONFERENCE FORMS.

Click HERE to access the Fund Balance Report.