Get Compliance Checklist For Affiliates

Filling out the Compliance Checklist For Affiliates is crucial for maintaining active status with the ASRT. This guide provides step-by-step instructions to help users complete the form accurately and efficiently online.

Follow the steps to complete the Compliance Checklist For Affiliates.

1. Click ‘Get Form’ button to obtain the Compliance Checklist For Affiliates and open it in the designated editor.
2. Begin by filling in the election report items. Make sure to submit your election report, which can be found on the ASRT website under Affiliate links. Clearly document the officer’s ASRT member number to confirm that affiliate officers are active members.
3. Next, provide contact information for all affiliate officers and board members. This ensures that the ASRT can reach the relevant representatives if needed.
4. Document the dates and location of your affiliate’s annual meeting to fulfill this requirement.
5. For affiliates with active chapters and districts, complete and submit the Affiliate Subordinate Validation form. This verifies recognition and compliance of your affiliate subordinates.
6. Proceed to the operational and financial items section. Submit your affiliate's current annual budget along with the fiscal year-end statement. Templates are available on the ASRT website for guidance.
7. Obtain and submit a certificate of good standing that validates your current incorporation. Ensure this document is dated no later than 90 days prior to submission.
8. Remind yourself to complete the yearly state incorporation filing to maintain nonprofit status in your state.
9. If there have been changes, send a copy of your current affiliate bylaws. Ensure these bylaws are in compliance with ASRT bylaws.
10. Make sure to complete the IRS 990 Year-end tax filing as it is due on the 15th day of the 5th month of your affiliate's fiscal year.
11. To be included in ASRT's group exemption status, submit the necessary form by January, or indicate if your affiliate opts for individual tax exemption status.
12. After completing all required sections, review the form for accuracy. Save any changes, and use the options available to download, print, or share the completed Compliance Checklist For Affiliates.

Complete your Compliance Checklist For Affiliates online today to ensure your active status with ASRT.