Policies and Procedures Manual Appendix

Click on the Form Title link below to view and download any specific form you would like to request. Note: You must have Adobe Acrobat Reader to view, print or save them. If you do not have this, please click here to install Adobe Acrobat Reader.

Complete the form by following these steps:

1. Fill out the form on your computer.
2. Save the form as a document on your computer (File--> Save As) with an original file name. Suggested format: form name_chapter number_ event date or current date) Example: ActivityReport_Chapter216_January012021

After completing the form, submit it to Catholic Financial Life in one of the three ways:

1. Print the form and mail to Catholic Financial Life (address on form or as printed below).
2. Fax the form to Catholic Financial Life at 414-278-6535.
3. Attach the saved electronic document to a new email message and send to: memberengagement@catholicfinanciallife.org

• 50 year Member Biography

• 75 Year Member Biography

• Action Team Activity Report

• Action Team Flyer Request Form

• Action Team Match Fund Application

• Big Impact Activity Application

• BSA Disclosure and Release Form

• Certificate of Liability Request Form

• Chapter Activity Report

• Chapter Audit Report

• Chapter Bank Account Info Form

• Chapter Invitation Request Form

• Chapter Financial Account Info

• Chapter Financial Statement

• Chapter Funding Chart with Activity Suggestions

• Chapter Match Fund Application

• Chapter Officer Code of Conduct

• Chapter Officer Report

• Commitment to Conservation

• Event Registration Form

• Facebook Chart with Photo Release

• FDS Instructions with Checkbook Enhancement

• Guidelines for Chapters Using Facebook

• Match Fund Grant Application

• Mercy Mats Instructions

• Tree Planting Service

• VIRTUS Registration Info For

• About Catholic Financial Life Take-Away Flyer