Follow the steps to complete the CA PTA Fiduciary Agreement.

1. Click ‘Get Form’ button to access the agreement and open it for completion.
2. In the first blank field, enter the name of your PTA or PTSA organization.
3. Next, fill in the name of the recipient, which is usually the individual or group accepting the grant.
4. In the following field, specify the public school district associated with the agreement.
5. Indicate the monetary grant amount in both numeric and written format.
6. Provide the check number, which should correspond to the grant money being given.
7. Enter the date on which the check is issued and add the signatures of the president and treasurer of the PTA/PTSA.
8. Clearly state the purpose for which the funds are being donated in the designated section.
9. Specify the deadline by which the funds must be used or expended.
10. If there are any materials or equipment being donated, provide detailed descriptions in the appropriate section.
11. Mention the location where the equipment will be stored and the duration for which the public school district will be responsible for it.
12. Ensure all appropriate signatures and dates are included at the end of the form, including those of the school administrator and school district administrator.
13. Once all fields are completed, save your changes. You may also download, print, or share the form as needed.

Complete your CA PTA Fiduciary Agreement online today to ensure proper management of funds and resources for your school.