Financial Officers
 
HOME
FINANCIAL OFFICER
RESOURCES
• Appointment Letters
• CFO Handbook
• Mission Initiatives Packet
• Fiscal Procedures
• Related Links
• Records Management
• Social Ministries (oblation)
• Training
 
SHELBY RECORDER HELPS
Hints, Tips, & Reminders
Step-by-Step Instructions
Membership Records Worksheet
Contact Membership Records
 

Financial Officer Handbook
and Support Documents

  1. CFO Handbook (PDF - 32791KB)
  2. Addendum I - Electronic Processing (PDF - 3.13MB)
    1. Tutorials (PowerPoint presentations)
      1. Change an address (PPT)
      2. Enter an envelope number (PPT)
      3. Enter a friend or miscellaneous name (PPT)
    2. Printing Quarterly Contributions Statements (PDF - 525KB)
  3. Addendum II - Paper Processing (PDF - 1920KB)
    1. Mission Tithes Batch Header for the Contributor's Monthly Statement (PDF - 266KB)
    2. Mission Tithes Contributor's Monthly Statement (PDF - 525KB)
  4. Authorization to Automatically Withdraw Funds for Local and/or World Contributions (PAT) (PDF - 880KB)
  5. Supply Resource Order Form (PDF - 650KB)
  6. Instructions for Applying for EIN (PDF - 288K )
  7. Statement of Acceptance of Non-Cash Contribution of Personal or Real Property (fillable form) (PDF - 303KB)
  8. Automatic Withdrawals From and Deposits to Congregational Bank Accounts (PDF - 81KB)
  9. Pre-Authorized Transfer (PAT) form

NOTE: Updated phone extension for Fiscal Services contact is ext. 1384.