Finance Forms

For your convenience, these forms may be downloaded and saved to your computer. Some forms may be completed on your computer and then printed out for submission.

403(b)

• 403(b) Salary Reduction

457(b)

• 457(b) Salary Reduction 

Activity Fund 

Instructions: Please note, you will need to "Make a Copy" to complete. Within the spreadsheet click on File > Make a Copy. Name it as you wish and select the Folder (location) where you would like to save it. Once you've completed the form, you will need to print to submit.

• Activity Fund Budget
   
• Fundraiser Profit/Loss Statement
  Please attach the following to the form:
  • A flyer describing the fundraiser
     
  • Invoice(s)
     
  • Customer Purchases by Item Report

Expense

• Expense Reimbursement

Sanctioning Application | Policy | Procedures

• Sanctioning Application
   

• Sanctioning Policy
   

• Sanctioning Procedures

Section 125

• Section 125 Flex Benefits Plan Reimbursement

Taxpayer Identification Number & Certification

• 2023 W-9