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Secretary's Forms

Conflict of Interest Statement template

Form Name: 
Conflict of Interest Statement template
Form Description: 

 

This form is to be used to create a State Society “Conflict of Interest Statement”.

 

Date Updated: 
Sun, 2013-02-24
File Name: 
COI-statement

State Society Whistleblower Policy

Form Name: 
State Society Whistleblower Policy
Form Description: 

 

This form is to be used to create a State Society “Whistleblower Policy Document”.

 

Date Updated: 
Thu, 2013-02-28
File Name: 
State-whistle-blower-policy

State Society Conflict of Interest Policy

Form Name: 
State Society Conflict of Interest Policy
Form Description: 

 

This form is to be used to create a State Society “Conflict of Interest Policy”.

 

Date Updated: 
Sun, 2013-02-24
File Name: 
state-COI

State Society Record Retention and Destruction Policy

Form Name: 
State Society Record Retention and Destruction Policy
Form Description: 

 

This form is to be used to create a State Society “Record Retention and Destruction Document”.

 

Date Updated: 
Sun, 2013-02-24
File Name: 
Record-retention-destruction

National Reconciliation Template

Form Name: 
National Reconciliation Template
Form Description: 

This form is to be used by States. In addition to providing a standardized format for reporting all the changes in membership year over year, the new Reconciliation Form also calculates the amount of dues that the society owes to the National Office. In future years, the form can be updated to include any changes in dues or membership categories. There are instructions and a Chapter format as well. (Both Can be found in the forms section)

 

he 2013 template has been tested by a number of state society secretaries across the nation to find any formula errors and to identify potential issues.  The template that is now available is the result of this testing.  The version of the template that you should be using has the following time / date stamp on the Cover Sheet:  “Last Updated: 20 May 2013 – 800 hours MCA”.

 

The major change for this year is that all positive additions to the society are entered on a single page.  Also, Memorial memberships can now be correctly entered as both an addition and subtraction. 

 

Please note that if you have been keeping track of the 2013 membership on the previous form that data does not need to be entered over again.  If desired, that data should be COPIED & PASTED into the new template.  DO NOT CUT & PASTE as that will corrupt the embedded formulas in the spread sheet. 

 

As always, if there are any issues, please contact the National Office and they will forward all questions and issues to the appropriate volunteers for follow up. 

 
 
Date Updated: 
Mon, 2013-05-20
File Name: 
National Reconciliation Template

Annual Reconciliation Instructions

Form Name: 
Annual Reconciliation Instructions
Form Description: 

The Task Force for Registration, Education & Reporting has created a single, easy to use Reconciliation Form Template for calculating and reporting both active membership and accurate dues payment amounts for State Societies. This standardized Reconciliation Form is intended to speed up the data gathering and reconciliation process and, at the same time, reduce the man hours currently required in reconciling the membership of the National Society by the National Office. It will also expedite each state society’s payment of dues to the National Office.

 

 

Please be advised that on the State Society Annual Reconciliation Report form that you should NOT place a space at the end of ANY data entry.  Placing a space will cause the form to reject the data entry and thus not calculate totals correctly. 
 
Again, the directions are specific about what can be entered – if it says “Y” or “N”, then type “Y” or “N” and not “Y(space” or “N(space)”.
Date Updated: 
Fri, 2012-08-03
File Name: 
Annual_Reconciliation_Instructions_V7

Change in Officers

Form Description: 

Please use this form to report the change in officers to National Headquarters.

Use this form when you are reporting a change in State Society of Chapter Officers.

Enter the name of the Chapter or State Society that you are reporting on, and then enter the name and National Number of each of the NEW officers.

Note: You may print a copy of the completed form for your records by going to [File] [Print] on your computer BEFORE you submit the form.

NSSAR Form 0921: Member Transmittal Form

Form Name: 
NSSAR Form 0921: Member Transmittal Form
Form Description: 

(Form 0921, last revised Oct 2012) State Secretaries and others use this form to accompany materials dealing with member status. This file has fully active form fields. You will need Adobe Acrobat 6.0 or higher.  Note: Once filled in please print this form on canary yellow paper so it is less likely to get lost in the documentation that accompanies the application.

Date Updated: 
Tue, 2012-10-02
File Name: 
Form-0921
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