Forms & Resources
This page includes a number of resources (including a number of forms) that should be useful to units and councils. Please note that if your unit belongs to a council, they may have other forms and/or earlier due dates than the ones listed here. Please check with your council.
Jump to: Calendar and Due Dates | Financial Remittance Form | Historian Annual Report Form | Other Financial Forms | Membership Cards Template
Calendar and Due Dates
The calendar lists upcoming 17th District PTA events. Please note that this calendar is as of September 2007, and information may be subject to change; changes will be noted on the Events page. This calendar is subject to the approval of the general membership which will take place at the October General Meeting. Download the Calendar
17th District PTA also has a list of due dates which identify items that are due to 17th District and State PTA. Please note, however, that these due dates are specifically for councils and out-of-council units. If you are in-council, you must submit these to your council first, which may have an earlier deadline. Dates in the State PTA column identify items that are submitted directly to State PTA. Failure to submit some of these items could result in possible late fees and could mark your unit or council as “not in good standing”. Download the Due Dates
Financial Remittance Form
If you are submitting PTA monies to 17th District, you must complete a Remittance Form to indicate what you are sending. This form is to be used for submitting per capita membership dues, insurance (and an insurance late fee, if applicable), Founder’s Day Freewill Offering, and any other payments to 17th District. The form can then be mailed with the check to Myra Gruschka, 17th District Financial Secretary.
The form for councils contains the form for submitting council remittances and council monies to 17th District, along with a form for itemizing remittances from your in-council units. Furthermore, a sample Remittance Form for your units is included. (Download PDF, Download Microsoft Word file)
The form for out-of-council units is for sending such remittances directly to 17th District. (Download PDF, Download Microsoft Word file)
In-council units should submit your remittances to your council. Check with your council to get a copy of their remittance form.
Historian Annual Report Form
The historian (or secretary, if your unit/council does not have a historian) assembles and preserves the record of activities of your PTA, and assists the president in preparing and submitting the Annual Report. This report provides the opportunity to report to district and state PTA (as well as your own membership) on what your unit/council has accomplished during this past school year, and is also the method through which you report your total volunteer hours to us.
See State PTA’s Historian page to download the Annual Report form and see how to send it in. This form must be sent to Pat Targgart, Historian, unless you are in-council, in which case you should send it to your Council’s Historian. 17th District’s deadline is May 15th; councils may have an earlier deadline for their units.
Other Financial Forms
The following forms are available for financial accounting purposes. Most of these forms were also printed in past issues of the Seventeena.
- Cash Verification Form (Revised August 2006)
- Audit Checklist and Report Form (also available in a Microsoft Word format)
- Workers Compensation Annual Payroll Report Form
Membership Cards Template
The membership cards template allows you to enter member information and print it right onto membership cards. OMDR can automatically generate membership card templates with your members’ info already on there. Alternatively, you can download the Microsoft Word template and enter the information in yourself.
