Collegiate Forms and Reports

 

Reports/forms are available in two formats: PDF (portable disk format) and DOC (Microsoft Word). PDF format allows you to view or print the form using Adobe Acrobat Reader. If you don't already have the free Adobe Acrobat Reader, download it here. We recommend you download the item(s) you want now, and then visit Adobe's site to download the reader. Word format allows you to view/edit/save the form in your word processor. You may then print or e-mail the completed form. Completed reports may be emailed to Executive Offices.

To download a report, simply click or right-click on the desired report/format and use the SAVE AS option to save the report to your computer. There are additional forms, including honor board forms, in the anchored area.


Name of Report PDF Format Format
(Word format unless noted)
5th Year/Alumnae Status
Request Form
5th_year.pdf 5th_year.doc

Anchor Splash
Release Form
release.pdf  

Bad Debt Write-Off bad_debt.pdf bad_debt.doc

Badge Ordering

badge_order_form.pdf
(if you prefer to pay by check)
badge_order_form.doc
(if you prefer to pay by check)
-OR- visit the J. Brandt Recognition Web site to order online

Balfour Fellowship Application Online application -
North American Interfraternal Foundation

Budget ('07-'08)
budget.xls (Excel Format)

Budget Adjustment
Sheet
budget_adj.pdf budget_adj.doc

Budget Preparation
  (A Step-by-Step Guide)

  Fixed Income '07-'08
  Fixed Expense '07-'08

step.pdf

fixed_income.pdf
fixed_expenses.pdf

step.doc (6/07)

fixed income.doc
fixed_expenses.doc


Bylaws/Standing Rules
(revisions 2/2008)
N/A blsrmodel.doc (Word)

Bylaws & Standing Rules Checklist
(revisions 2/2008)
blsrlist.pdf blsrlist.doc

CDC Application
cdc_app.pdf cdc_app.doc

CDC Application Instructions
cdc_instr.pdf cdc_instr.doc

CDC Job Description

cdc_desc.pdf cdc_desc.doc

CDC Visit: Advisory
Team Evaluation
teameval.pdf teameval.doc

CDC Visit:
ATC Info Sheet
atc_chapter_info.doc atc_chapter_info.pdf

CDC Visit: Recruitment Consultant Evaluation cdcform4.pdf cdcform4.doc

Chapter Minutes Template chapter_minutes_template.pdf chapter_minutes_template.doc

Chapter Monthly
Receivables File
monthly_receivables.pdf monthly_receivables.xls

Chapter PR Plan Template
chapter_pr_plan.pdf chapter_pr_plan.doc

COB Action Plan
cob_act.pdf cob_act.doc

Collection Notice
Letter
collect_note.pdf collect_note.doc

Collections
Tracking Form
collections_tracking.pdf collections_tracking.doc

Collection Transmittal Form collect.pdf collect.doc

Collegiate Chapter Evaluation Guide collegiate_chapter
evaluation_guide.pdf
collegiate_chapter
evaluation_guide.doc

Collegiate Chapter Evaluation collegiate_chapter
evaluation.pdf
collegiate_chapter
evaluation.doc

Convention 08
Awards Letter
conv_award_letter.pdf conv_award_letter.doc

CRC Monthly Report crcmonthly.pdf crcmonthly.doc

CRC Visit Report crc_visit.pdf crc_visit.doc

Crew Application Form
(revised 3/08)
crew_app.pdf crew_app.doc

Designated Driver Form
(revised 2/08)
dd_form.pdf dd_form.doc

Disbursement Request disb_req.pdf disb_req.doc

Dues and Fees Contract
(revised 5/07)
duesfees.pdf duesfees.doc

Due Date Checklist
(revised 1/08)
duedates.pdf duedates.xls (Excel Format)

Event Checklist
(for events with alcohol;
revised 1/08)

ec_form.pdf ec_form.doc

Event Checklist
(for events without alcohol;
New! posted 1/08)
ec_form_no_alcohol.pdf ec_form_no_alcohol.doc

Event Checklist - Planning Guide
(revised 1/08)
ec_plan.pdf ec_plan.doc

Event Checklist - Sample (revised 1/08) ec_sample.pdf ec_sample.doc

Excuse from
Chapter Meetings
(revised 3/08)
mtg_excu.pdf mtg_excu.doc

Facilities Agreement facility.pdf facility.doc

Faculty Award Application
(revised 11/07)
faculty.pdf faculty.doc

Financial Adjustments finadj.xls (Excel format)

Financial Transition
Powerpoint
(posted 11/07)
financial_transition.pdf financial_transition.ppt
(a Powerpoint Presentation)

Formal Recruitment Evaluation formal_eval.pdf formal_eval.doc

H.K. Stuart Spirit of Service Award Application for collegians
(revised 11/07)
hkstuart.pdf hkstuart.doc

Honor Society Initiation Fee Rebate hs_rebat.pdf hs_rebat.doc

Honorable Chapter Award Application honorapp.pdf honorapp.doc

House Corporation Forms House Corp Forms Page

Initiation Checklist
(revised 3/08)
initchek.pdf initchek.doc

Leveraging Leaders: Application leverage_leaders.pdf leverage_leaders.doc

Leveraging Leaders: Dues/Scholastic Verification dues_scholastic_
verification.pdf
dues_scholastic_
verification.doc

Married Collegiate
Status Form
married.pdf married.doc

Master Calendar Evaluation Checklist
(revised 2/08)
mc_eval.pdf
mc_eval.xls
(Excel format)

Member Certificate and Card Order Form
(new: 7/07)
member_cert_card.pdf member_cert_card.doc

Member Certificate and Card Reorder Form
(new: 7/07)
member_cert_card_reorder .pdf member_cert_card_reorder.doc

Membership Goals
Worksheet
goals.pdf goals.doc

Officer Candidate Evaluation Form
(revised 3/08)
off_eval.pdf off_eval.doc

Officer Transition Checklist off_list.pdf off_list.doc

Officer's Budget
Contract
officer_budget_contract.pdf officer_budget_contract.doc

On Report to VP: Membership onreport.pdf onreport.doc

Parnassus Award
Information
(revised 8/08)
parnassus.pdf parnassus.doc

Patricia Peterson Danielson (PPD)
Award Application
(revised 9/07; Due Dec 1)

ppd_app.pdf


PPD Judging Guide
(revised 9/07)
ppd_judging_guide.pdf ppd_judging_guide.doc

President's Calendar
(revised 8/07)
prez_cal.pdf prez_cal.doc

Promissory Note p_note.pdf p_note.doc

Recommended Slate Form rec_slat.pdf rec_slat.doc

Repledging Application Form repledge.pdf repledge.doc

Resignation of Membership
(revised 3/08)
resign.pdf resign.doc

Resumes for Chapter Officers off_resu.pdf off_resu.doc

Request for
Insurance Letter
(New resource! 1/08)
request_for_insurance.pdf request_for_insurance.doc

Rituals Equipment All collegiate rituals equipment will have to be ordered directly from:
Collegiate Regalia
Attn: Andrew Morris, 271 Table Rock Road
Wakefield, RI 02879
ritualstuf@aol.com
1-888-748-8251

Room Contract
(revised 3/07)
dg_room_contract.pdf

Room Contract -
Secondary
(posted 8/07)
secondary_rmcontract.pdf secondary_rmcontract.doc

Scholarship/
Fellowship Gift Form

(Revised 3/08)

sf_gift.pdf  

Security Contract independent_security_contract.pdf independent_security_contract.doc

Security Services exhibit_a_security_services.pdf exhibit_a_security_services.doc

Service for Sight Grant Application service_for_sight_
grant_application.pdf
service_for_sight_
grant_application.doc

Slate for Election of Chapter Officers slate.pdf slate.doc

Slating/Elections and Transitions
Timeline Report
set_timeline.pdf set_timeline.doc

Social Event Roster
and Guest List
(new resource 1/08)
social_event_roster_guests.pdf social_event_roster_guests.doc

Sponsor Form
(revised 8/07)
sponsor.pdf  

Student Loan Application loan_app.pdf loan_app.doc

Termination of New Membership
terminate_nm.pdf terminate_nm.doc

Transfer Form
transfer.pdf transfer.doc

Transition Worksheets transition.pdf transition.doc

Transportation Agreement transportation.pdf transportation.doc

Visitation Waiver
Initial Application

waiv_app.pdf waiv_app.doc

Visitation Waiver
Renewal Application

waiv_renewal.pdf waiv_renewal_doc

Waiver of Convention/Seminar Attendance
waiver.pdf waiver.doc

 
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