Get Unit Financial Summary Report - Glendale Council Pta - Glendalepta

Completing the Unit Financial Summary Report is a vital process for units under the Glendale Council PTA. This guide will assist you in filling out the report with clarity and precision, ensuring that all necessary information is accurately captured.

Follow the steps to accurately complete the report online.

1. Click 'Get Form' button to access the Unit Financial Summary Report in the online editor.
2. Begin with the unit section by filling in the name of your unit in the designated space provided.
3. Specify your council by entering the name in the appropriate field.
4. Indicate the council due date for submitting all attachments, ensuring you remain compliant with your bylaws.
5. Gather the required attachments, including the unit year-end audit, annual financial report, proposed/adopted budget, and project carry-over funds substantiation form if applicable.
6. List the current unit check signers and financial officers, providing their names, phone numbers, email addresses, and addresses as specified.
7. Document all bank account details for your unit, including the banking institution, branch address, account type, and account numbers. Also, ensure to include the year-end audit balance for each account.
8. If applicable, explain any restrictions on savings funds and provide necessary documentation.
9. Ensure that the form is signed and dated by the unit auditor, treasurer, president, and any relevant council auditors or treasurers as required.
10. After reviewing the completed form and attachments, utilize the save function to preserve your changes. You may then download, print, or share the form as needed.

Complete your Unit Financial Summary Report online today for timely submission.