Get Annual Audit Form41cdr - Cpl33

Filling out the Annual Audit Form41cdr - Cpl33 is essential for ensuring financial transparency and compliance. This guide provides step-by-step instructions to help users complete the form confidently and accurately.

Follow the steps to successfully complete the online form.

1. Click ‘Get Form’ button to obtain the form and open it in the designated editing tool.
2. Enter the date on the form where indicated. Ensure this reflects the date the audit is prepared.
3. Fill in your AFGE Local or Council number. This helps identify your specific organization.
4. Document the fiscal year covered by the form. Include the start and end dates, as required.
5. List all banks or credit unions where the Local or Council maintains checking accounts. Include the names, addresses, and account numbers for each. If needed, attach a separate sheet.
6. Provide details for all savings accounts, including the institutions, addresses, account numbers, and amounts for any certificates of deposit or investment instruments. Again, use a separate sheet if additional space is required.
7. Record the current number of members at the close of the fiscal year. This figure is critical for the audit.
8. Input the total amount of money handled during the past fiscal year, combining all account balances and received funds.
9. State the amount of bond carried by the Local or Council. This reflects financial assurance.
10. Have the members of the Audit Committee certify that they have verified account balances and conformance with the approved budget. This certification is crucial for accountability.
11. If necessary, accountants from outside the Local or Council should identify themselves and provide contact information.
12. Attach the required LM-2, LM-3, or LM-4 forms along with the annual budget to your submission.
13. Once all fields are completed, save the changes to your document. You can then download, print, or share the form as needed.

Complete your documents online to ensure timely and accurate audit submissions.