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PTA Forms
Awards
  Honorary Service Awards Quick Points - click here
  Honorary Service Awards - State Order Form - click here
 
CUCPTSA Honorary Service Award Fillable Form (2020) - click here
Due 3/30/2020  Click here for  the HSA Form in PDF format
  CUCPTSA Past HSA Honorees - click here
  PTA Spotlight Awards - click here
California State PTA Awards - click here
National PTA Awards Information - click here
Fourth District Award Forms - click here 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Communications
CUSD Graphic Arts Print Ticket - click here
 
Convention
Convention Information and Forms - click here
 
 
CUSD Forms/Links
CUSD Graphic Arts Print Ticket - click here
 
 
Council/Unit Board
Fourth District New Officers Submission - click here
2019-2020 Capistrano Unified Council Board Interest Form - click here (updated)
 Election Script for Unit Elections Meeting
 
 
 
 
Event Planning
Event Planning Worksheet - page 1 - click here
 Event Planning Worksheet - page 2 - click here
Parents Approval and Student Waiver - click here
 
 
 
 Financial
 2020 Financials for Presidents - Important Guidelines - click here
Annual Financial Report - click here
 Annual Financial Report Excel Template - click here
  Authorization to Transfer Funds between Accounts - click here
Audit Checklist Form - click here
Audit 5 Minute Checklist - click here 
Audit General Information - click here
Audit 2019 Information Update - click here 
  Audit Report Form - click here  
  CUCPTSA Cash Verification (Deposits) Form - click here
Charitable Trusts Registry - click here
Donation Receipt - click here
Fiduciary Agreement - click here
Hold Harmless Agreement - click here
Insurance Loss and Prevention Guide - click here
  CUCPTSA Payment Authorization Form - click here
Request for Advance Form - click here
Sample Budget - click here
Sample Treasurers Report - click here
Tax Filing Information - click here
Unit Financial Annual Report - click here
Workers Compensation Report - click here
Workers Compensation Information - click here
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 



Historian
Unit Annual Report (Historians Report) - click here
Volunteer Unit Tally Sheet - click here
 
 
 
 
 
 
Membership
  2019 - 2020 Membership Per Capita Dues Worksheet - click here
  2019 - 2020 California State PTA Membership Awards - click here TBA
 
Fourth District Teachers Challenge Information/Forms - click here
Membership Envelope - English - click here
Membership Envelope - Spanish - click here
 
 
 
 
 
  
 
 
Other
Parents Approval and Student Waiver - click here
Conflict of Interest Whistleblower Form - click here (updated 9/2017)
2018-2019 PTA Insurance Guide - click here
 
 
 
 
 
 
 
Parliamentarian
2018-2019 Bylaws Transmission Form - click here
California State PTA Parliamentarian Information - click here
 
 
 
Reflections
Reflections Information - click here
Reflections Entry Forms Information - click here
 Reflections Entry Forms - English - Spanish 
 
 
 
 
 


    
 
      
Capistrano Unified Council PTSA
PO Box 2183
Mission Viejo, CA  92690  
Sue McNair - 2019-2020 President
4th District PTA - California State PTA - National PTA
© Copyright 2020 Capistrano Unified Council PTSA