Annual Conference

Charge Conference Forms

Charge Conference forms for 2026-2027 are in development and will be published throughout September. Training will start in October, and registration is now open:

  • General Training: Tuesday, October 6, 7 pm PDT (4 pm HST)
  • Salary & Benefits Forms: Tuesday, October 13, 1 pm PDT (10 am HST)
  • Trustees’ Reports & Disaster Response Plans: Thursday, October 15, 7 pm PDT (4 pm HST)
  • General Training: Tuesday, October 20, 7 pm PDT (4 pm HST)

ALL trainings will be recorded and made available at www.calpacumc.org/chargeconference

REGISTER FOR TRAINING

Note: Forms will be published throughout the month of September. 

2026-2027 Forms

0 Instructions in PDF | Instructions in Word

CHURCH & ACTIVE CLERGY FORMS

1 Annual Report of the Trustees

2 Annual Report of the Finance Committee

3 Salary & Benefits Compensation Package

4 Annual Report on Church Staffing

  • Worksheet in PDF

5 SPRC Appointment Request & Clergy Evaluation

  • Worksheet in PDF

6 Abuse & Sexual Harassment Prevention Verification

7 Annual Report of the Pastor

  • Worksheet in PDF

8 Clergy Appointment Request

  • Worksheet in PDF

INDIVIDUAL CLERGY & LAITY FORMS as applicable

9 Annual Report of Retired Clergy Member

  • Worksheet in PDF

10 Annual Report of Clergy on Location

  • Worksheet in PDF

11 Annual Report of Clergy on Leave of Absence

  • Worksheet in PDF

12 Annual Report of Deacon in a Local Church

  • Worksheet in PDF

13 Annual Report of Extension Minister

  • Worksheet in PDF

14 Annual Report of Certified Lay Servant

  • Worksheet in PDF

15 Annual Report of Certified Lay Minister

  • Worksheet in PDF

16 Declaration of Candidacy for Ministry (year 1 of candidacy)

  • Worksheet in PDF

17 Annual Report of Candidate for Ministry (year 2 and after)

  • Worksheet in PDF

END OF YEAR FORMS

18 Membership Audit Report

  • Worksheet in PDF | Worksheet in Word

19 Post-Charge Conference Recap

  • Worksheet in PDF

20 Certification of Payment

  • Worksheet in PDF

21 Fund Balance Report (Annual Audit)

  • Worksheet in PDF | Worksheet in Excel

22 Local Church Profile & Leadership

  • Worksheet in PDF

23 Annual Report on UWF Membership

  • Worksheet in PDF

ADDITIONAL SUPPORTING FORMS (as needed)

24 Equitable Compensation Application (for January 1 2027) (district referral required)

24 Equitable Compensation Application (for July 1 2027) (district referral required)

25 Housing Exemption Form (district referral required)

26 Insurance Declination for Employee or Clergy Member

27 Insurance Benefits Eligibility Form

Appendices

Other Resources

Training

Register here for training sessions

Recordings will be added as they are available.

  • General Training on October 6 
  • Salary & Benefit Forms Training on October 13 
  • Trustees Form & Disaster Response Plan Training on October 15 
  • General Forms Training on October 20

Instructions

  1. Due dates and requirements vary for each form. Refer to the form introductions for deadlines. You might also find Appendix A Charge Conference Form Overview (.doc) helpful.
  2. To download Excel or Word files, right-click with your mouse and choose “Save Link As.” You may also need to respond to a pop-up notification in your browser to confirm downloading these files. We have also provided OneDrive links to the documents. For these, you can choose File > Save As to save a copy to fill out.
  3. The full list of documents, forms, and files can be accessed in a OneDrive folder at this link.

Training