Branches

Branch Treasurer Information

Interactive Treasurer Orientation Module: This interactive orientation provides a primer on the duties and responsibilities of an ESU Branch Treasurer.

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2023 Tax Documents

• 1099-MISC: Miscellaneous Income (coming soon)
• Form 1096: Annual Summary and Transmittal of U.S. Information Returns (coming soon)
• IRS Publication 1771: Charitable Contributions - Substantiation and Disclosure Requirements (coming soon)
• Form W-9: Request for Taxpayer Identification Number (TIN) and Certification (PDF)

Forms

• New Membership Submission Form [Word document]

Memos & Policies

• Contractor 1099 Memo [PDF]
  
• Retention and Destruction Policy [PDF]

Sample Documents

• Conflict of Interest Policy [Word document]
• Donor Acknowledgement Letter [Word document]
• Duplicate Statement Request Form [Word document]

Templates

• Branch Budget Template [PDF]
• Reimbursement Form Template [Excel]