Sample PTA/PTSA Financial Forms
Sample PTA/PTSA Financial Forms
Embedded Files
AnnualFinancialSample.pdfAnnual Financial Report
BudgetSample.pdfBudget
AuditChecklist.pdfFinancial Review Checklist
AuditReport.pdfFinancial Review Report
PaymentAuthorizationRequestforReimbursement.pdfPayment Authorization Form
Payment Authorization Form
CashVerification.pdfCash Verification Form
Honorary Service Information & Forms
Honorary Service Information & Forms
HSA Chairman Procedures.pdfChairmain Procedures
Chairmain Procedures
HSA Awards.pdfAwards List / Criteria
Awards List / Criteria
HSANomination.pdfNomination Form
Nomination Form
HSAorder.pdfOrder Form (or shop online at www.shopPTA.com)
Order Form (or shop online at www.shopPTA.com)
InMemoriamOrTributeDonation.pdfIn Memoriam / Tribute Donation
In Memoriam / Tribute Donation
Committee Forms
Committee Forms
CommitteeReport.pdfCommittee Report
Committee Report
HoldHarmlessAgreement.pdfHold Harmless
WorkersCompAnnualPayroll.pdfWorkers Comp
Arcadia Council PTA Bylaws 2018.pdfCouncil PTA Bylaws
Conflict Whistleblower Form
Conflict Whistleblower Form
Form needs to be sent to each unit's Treasurer and completed by the Executive Board members every year.
Click to download the form: downloads.capta.org/toolkit/forms/ConflictWhistleblower.pdf
Nomination Form for Arcadia Council PTA Officers 2026-2027
Nomination Form for Arcadia Council PTA Officers 2026-2027
Council PTA Officer Nominations Form 2022-2023.pdfPlease complete the form and return to
Please complete the form and return to
Wendy Wu
Wendy Wu
parliamentarian@arcadiacouncilpta.com
parliamentarian@arcadiacouncilpta.com
by
by
Date TBD (likely 12/1/25)
Date TBD (likely 12/1/25)
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