Local Church Forms/Information

Forms, Forms, Forms. It seems that we are awash in forms!

This website may not be able to help with that, but hopefully you will be able to find what you need here!

On this page, and the menu on the left, you will find links to the areas for forms most needed by local churches. Hopefully the forms are clear and easy to use, and the due dates are well known. But if not, your first line of support is your district office. The district administrative assistant should be able to help you know what you need and how to use it.

For assistance with financial forms, you can check with the Stewardship office at the annual conference center. Call 1-800-593-7539 option 3 (Toll Free), or 503-802-9220 (Direct) or by e-mail at sandra@umoi.org.

Summary of Forms

Forms Due at the Fall Charge Conference

Below is a list of forms and reports that are due at the fall charge conference. 

To download those listed immediately below, click here 

  • Trustees Report (A copy of the insurance declarations page must be attached and shall include the policy number, agent information, coverage amounts and date policy expires.)
  • Safe Sanctuary Policy/Review
  • Lay Servant Annual Reports (Not all districts require these; check with your district office.)

Compensation and compensation related forms can be downloaded by clicking here

Additional reports due at the charge conference that require no form are listed below

  • Retired Clergy Reports
  • Lay Leadership Report (this is the nominations report)
  • A list of the names of those who are in the process of removal by charge conference action (first and second year reading)
  • Minutes of the Charge Conference

Download resource for Presiding Elders & Host Pastors by clicking on the titles below

This manual is to be used by all elders presiding at fall charge conferences. It contains guidelines a)nd helpful information for the presiding elder and host pastor of the local church.  It includes a list of forms to be collected (including a checklist to help ensure all forms are accounted for), an agenda clarifying the responsibilities of the presiding elder and the host pastor, a short form to be completed by the presiding elder upon completion of the charge conference, and a list of the responsibilities of the host pastor when preparing for the conference.

Forms Due January 31, 2017 

DUE JANUARY 31, 2017 <= Click on title to go to the forms!

  • Clergy Continuing Education
  • Clergy Annual Disclosure Form
  • Clergy Profile
  • Deacons Report
  • Membership Report
  • Parsonage Report
  • Year-End Statistical Reports

Forms Due April 30, 2017

DUE APRIL 30, 2017


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