Local Church Forms/Information

2018-2019 Appointment Year Forms and Reports

We have four major gatherings of reports during our yearly cycle of July - June:

  • Fall Charge Conferences
  • Clergy Sexual Ethics Policy Documentation - also in the fall (information will come separately from Board of Ordained Ministry about this)
  • Year End Reports due by January 31st
  • Church Fund Balance Report/Audit due by April 30th 

Please see below for information and links to forms as they are available. If you have questions, your district administrative assistant will be able to help you.

Linda Grund-Clampit
Cascadia District

Brandon Rhodes
Columbia District

Sheri Konowitz
Crater Lake District

Terri Bartish
Sage District

For assistance with the year end statistical forms and the Fund Balance Report/Audit, you can check with the Conference Finance Office at 1-800-593-7539, option 4 (Toll Free), or 503-802-9223 (Direct) or by e-mail at sandra@umoi.org.

Summary of Forms

Forms and Reports Due at the Fall Charge Conference


The forms listed below will be completed online through FormVites as last year. You will receive instructions through your district office about how to access them.  If you need paper or .pdf copies, contact your district office.  

  • Trustees Report

  • Safe Sanctuary Policy/Review

  • Church Officers' Contact List

  • Membership sub-report: 1st and 2nd year readings

  • Lay Servant Annual Reports (Not all districts require these; check with your district office.)

Pastoral compensation forms will be available as a fillable .pdf or paper copies. They can be sent to your district office electronically by attaching to an e-mail or by sending through the US mail. Here is the link to access these forms. (https://www.umoi.org/clergycompensationforms

Reports due at the charge conference that require no form are listed below. They can be sent to your district office electronically by scanning and attaching to an e-mail or by sending through the US mail.  Other reports may be required by your district.  Check with your district office.

  • Reports by clergy holding their charge conference at your church (retired, on leave, extension ministers, those on honorable location) NOTE: Deacons appointed beyond the local church are not required to submit their report to their charge conference until January 31, 2019.
  • Lay Leadership Report (this is the nominations report)
  • Approval of candidates for ordained ministry from your congregation
  • 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 and 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, 2019 

DUE JANUARY 31, 2019 <= Click on title to go to the forms!

  • Clergy Continuing Education Repor
  • Deacons Report
  • Membership Report (full report)
  • Parsonage Report
  • Year-End Statistical Reports

Forms Due April 30, 2019

DUE APRIL 30, 2019


Boldly Making Disciples of Jesus Christ - Vitalizing the Church - Transforming the World