Conference Forms & Policies
See the links on the right for charge conference forms and Church Dashboard instructions.
Benefits
Benefit Policies and 2021 Costs (pdf file)
- Pension / CPP Calculation Worksheet
Benefit Policies and 2022 Costs (pdf file)
- Pension / CPP Calculation Worksheet
Section 125 Plans (link to Section 125 Plans page)
Salary Schedules
Minimum Salary Schedule 2022 (included in the 2021 report of the Commission on Equitable Compensation) (pdf file)
Minimum Salary Schedule 2021 (included in the 2020 report of the Commission on Equitable Compensation) (pdf
file)
Finance
- Church Tax Reporting Requirements (pdf file)
- Disbursement Request (pdf file)
- Local Church Audit Guide (link to audits page) — Information about local church audits, along with the guide for those persons asked to perform an annual audit of their church.
- Clergy Reimbursement Policy and Worksheet (Word document)
- Treasurer's Remittance Report (link to apportionments page)
- W-2 for Clergy Example (pdf file)
- Conference Fiscal & Administrative Policies and Procedures
NYAC Journal and Yearbook Forms
- Forms listed in Journals:
- FAQs for Pastor/Staff-Parish Relations Committees (pdf file)
- Parsonage Standards of the New York Annual Conference (pdf file)
- 2022 Sexual Ethics Policy & Procedure (pdf file)
- The Vision, Foundation and Guidelines for Cross-Racial and Cross-Cultural Appointment in the New York Conference (pdf file)
Parish Development Forms
For loans:
- Capital Project Loan Application (Word document)
Grants for ongoing ministries:
- Mission Grant Application for ongoing ministries (Word document)
Request for Consultation - Director of of Congregational Development & Revitalization
Click here for “Request for Consultation” form that needs to be filled out by the church; signed by the lay leader and pastor; and, endorsed by the D.S. that will aid Rev. Marvin A. Moss, NYAC Director of Congregational Development and Revitalization, greatly in discerning where and when he is needed most. This form is required in order to facilitate a site visit.
Pastor Conference Relationship Forms
For more information about changes to conference relationships, please see the Board of Ordained Ministry page, by clicking here
- Annual Report of Clergy in Retired Connection (¶358.5),Retired Clergy Residing outside the Bounds of the Conference (¶358.5),Clergy on Voluntary Leave of Absence: Family and Transitional (¶354.8) (pdf file)
- Annual Report of Clergy Member on Leave of Absence (pdf file)
- Application for an Extension Ministry or Change to an Extension Ministry (Word document)
- 2017 Annual Report of the Diaconal Minister (Word document)
- Appointment Request Form (pdf file)
- Note: Extension Ministry and Deacon ABLC reports are now collected electronically via email invitation. For questions about reporting, please contact Robert Knebel for Extension MInistries (robert.knebel@nyac-umc.com) or Doris Dalton (ddalton@nyac.com) for Deacon ABLCs.
Pastor/Parish Relations
- Annual Parsonage Review Form (Word document)
- Church Personnel Manual (use of this manual is completely optional) (Editable Word document)
- Minimum Salary Schedule, see above (just above Finance)
- Parsonage Standards of the New York Annual Conference (pdf file)
- Parish-Pastor Relations FAQs (pdf file)
- Pastors' Moving Costs see below (under Pastors)
- The Vision, Foundation and Guidelines for Cross-Racial and Cross-Cultural Appointment in the New York Conference (pdf file)
- Who Cares for the Pastor? see below (under Pastors)
- Protocols Relating to Transitions in Clergy Leadership
Local Church Policies
- Local Church Records Retention (link to Archives page)
- Section 125 Plans (link to Section 125 Plans)
- Safe Sanctuaries Policy for Local Churches (link to Safe Sanctuaries page)
- Minimum Insurance Coverage
Local Church Reports
- Annual Parsonage Review Form Word document
- Local Church Accessibility Survey pdf file
- Clergy Housing Handbook: Parsonages. Suggested guidelines and a view of parsonage life from an “operational,” best practices, well-being and to promote well-being, healthy pastor-parish relations, and stewardship perspectives. Click here
- Church meeting invitation form pdf file
Pastors
- Clergy Profile
- Housing Allowance Exclusion Worksheet (pdf file); Housing Allowances Q & A (pdf file); Housing Allowance Resolution (Word doc)
- Parsonage Standards of the New York Annual Conference (pdf file)
- Pastors' Moving Costs — Reimbursement for Moving Costs
- Who Cares for the Pastor? (pdf file) - by Rev. Dennis Winkleblack with updated references to the paragraphs in the 2016 Discipline, published Feb. 2017. The manual and workbook may be purchased in a durable spiral-bound format through Lulu.com for $7.58. All income from the sale of Who Cares for the Pastor? will go to the Ministerial Education Fund of the New York Conference. http://www.lulu.com/shop/dennis-winkleblack/who-cares-for-the-pastor/paperback/product-23076250.html
- Limited Itinerancy Form (Word document) (fillable PDF version)
