Get Unit Bylaws Information Summary - California State Pta

Filling out the Unit Bylaws Information Summary is a vital step for any unit within the California State PTA. This guide provides clear and concise instructions to help users navigate the online form effectively, ensuring that all information is accurately recorded.

Follow the steps to fill out the Unit Bylaws Information Summary with ease.

1. Press the ‘Get Form’ button to access the document and open it in the editor.
2. Begin by entering the unit legal name as shown on the front cover of the bylaws; this information can be found on page 1 and page 31.
3. Locate and fill in the National ID number and California ID number on the specified lines from the front cover and page 29.
4. Provide the name of the council and the district as indicated on the front cover and repeat for the school address, ensuring to fill in the street, city, and ZIP code.
5. Indicate the grades served by the school on the front cover.
6. Document the organization date on the front cover.
7. Enter the Employer Identification Number (EIN), Corporation Number, and California Tax Number found on page 29.
8. Specify the fiscal year start and end dates per the instructions on page 28.
9. Record the date of the last bylaws update, as signed by the State Parliamentarian on page 31.
10. Input the membership dues for each member, family, and student as outlined in page 4 of the bylaws.
11. Indicate the amounts that will be forwarded to the council per member, breaking down the national, California, district, and council contributions.
12. Record the dates for the first dues remittance to the council for eligibility for awards and the first required remittance due, referencing page 5.
13. Fill in the names of the officers and their corresponding roles according to pages 6 to 8, ensuring to check off any additional officer roles if applicable.
14. Provide the date when the officers assume their duties as detailed on page 8.
15. Complete details for the nominating committee, including when they are elected, the number of members, and the month of the annual election meeting.
16. Specify the signature authority for payments, including who prepares and signs checks per the instructions on pages 9, 11, and 12.
17. Document the required information for audits as highlighted on page 14 and indicate the timing of association meetings, including quorum requirements and meeting schedules.
18. Complete sections regarding standing committees and ensure to report filings with the president or historian as appropriate.
19. At the final step, review your entries for accuracy and completeness before proceeding to save changes, download, print, or share the completed form.

Start filling out the Unit Bylaws Information Summary online today!