Forms Library

Listed below are the forms that are most used by PTAs.  If you can’t find the form you are looking for, please go to the contact us page and send us an email naming the form that you need.

Just click on the form you need and submit it via email to  or submit the form information electronically.  Electronic submission of information into your Memberhub Account (where applicable) is preferred, whenever possible. 

End of Year Forms

Local Unit Financial Report and Audit Checklist

Financial Report Cover Sheet 2020

Chartering a New Unit/ Compliance Forms


Tax Information Authorization Form. IRS Form 8821

Local-Unit-Bylaws-Template January 2021


Scholarship Donations & Forms

Make a Tax deductible Donation to a scholarship fund