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Finance
2019 Health Insurance
2019 Dental Insurance Rates
2019 Final Health Insurance Rates
2019 HSA Funding Limits
2019 Minimum Funding for the DHP Parity
2019 Open Enrollment Letter Templates-employees
2019 Open Enrollment Letter Templates-parishes
Employee Cost of Health Insurance Under DHP
Generic Open Enrollment Form 2019
Network Access Instructions
Plan Summary - Basic Dental
Plan Summary - BCBS PPO 90
Plan Summary - CDHP 15
Plan Summary - CDHP 20
Plan Summary - Dental PPO 25-75
Plan Summary - Preventive Dental
Resources for Open Enrollment 2019
Vendor Website Information
Assessments
2018 Estimate of Annual Support (excel)
2018 Estimate of Annual Support (PDF)
2018 January Assessment Form (Excel)
2018 January Assessment Form (PDF)
2018 Monthly Assessment Form (Excel)
2018 Monthly Assessment Form (PDF)
2019 Estimate of Annual Support (excel)
2019 Estimate of Annual Support fill-in (pdf)
2019 January Assessment Form (excel)
2019 January Assessment Form fill-in (pdf)
2019 Monthly Assessment Form (excel)
2019 Monthly Assessment Form fill-in (pdf)
Parochial Report
2017 General Instructions for Filing the Parochial Report
2018 Instructions for the Parochial Report
2018 Parochial Report Cover Letter
2018 Parochial Report Filing Tips
2017 Parochial Report Form
2017 Parochial Report Reconciliation Form
2018 Parochial Report Form (Fillable PDF)
2018 Parochial Report Page 3
2018 Parochial Report Transmittal Form (excel)
2018 Parochial Report Transmittal Form (pdf fill-in)
2018 Report of Endowment Transactions (excel)
2018 Report of Endowment Transactions (pdf fill-in)
2018 Report of Foundation Transactions (excel)
2018 Report of Foundation Transactions (pdf fill-in)
2018 Report of Related Entities (excel)
2018 Report of Related Entities (pdf fill-in)
2018 Statement of Financial Position - Assets, Liabilities and Net Assets (excel)
2018 Statement of Assets, Liabilities and Net Assets (pdf fill-in)
2017 Workbook Page 2
2017 Workbook Page 3
2018 Workbook Page 2
Canons
Diocesan Business Practices - 2016
List of Canons Applicable to Finance
2017 Canonical Requirements for Audit Reports
Title 1, Section 14 - Assessments
Title II Pension Canons
Church Insurance
Church Insurance Certificate of Insurance Request Form
Property Loss Insurance Claim Form
Church Pension - Employee Changes
Clergy & Lay Checklists - Hire, Retire & other changes
Clergy Employee Application_ RSVP
Clergy New Assignment Notice and Compensation Change
Clergy Participant Change Form
Employee Lay DC Application
Lay DC plan Beneficiary Form
Lay Employee Application RSVP
Lay Participant Change Form
RSVP Employer Adoption Agreement
What To Do When A Cleric Retires
What To Do When A Lay Employee Retires
What To Do When The Salary Of A Cleric Changes
What To Do When The Salary Of A Lay Employee Changes
What To Do When You Hire A New Cleric
What To Do When You Hire A New Lay Employee
What To Do When You Terminate A Cleric
What To Do When You Terminate A Lay Employee
Model Policies
Clergy Discretionary Fund Policy
Conflict of Interest Policy Template
Housing Allowance Sample Standing Resolution
Parish Accountable Reimb Policy
Use of Parish Credit Cards
State of Ohio Forms
OH New Hire Form
OH Reinstatement Form
OH Statement of Continued Existence
Workers Comp. - Elective Coverage for Clergy
Audits
2018 Request to Participate in Parish Audit Program - PDF Version
Committee Audit - Instructions and Tests - PDF
Committee Audit - Letter and Canon - PDF
Committee Audit - Workbook and Internal Control Questionnaire - PDF
Diocese of Ohio audit - 2012
Diocese of Ohio audit - 2013
Diocese of Ohio audit - 2014
Diocese of Ohio audit - 2015
Diocese of Ohio Audit - 2016
Diocese of Ohio Audit - 2017
Small Audit Materials - 2018 - PDF
JIF
2012 JIF Audit
2013 JIF Audit
2014 JIF Audit
2015 JIF Audit
2016 JIF Audit
2017 JIF Audit
Investment Policy Approved 9.18.18
JIF - New Account Form
JIF - New Account Form (Excel)
JIF Addition
JIF Addition - Excel Format
JIF Additions Form Fill-in
JIF Income Calculator 2019
JIF Performance Report - 2014
JIF Performance Report - 2015
JIF Performance Report - 2016
JIF Withdrawal Form
JIF Withdrawal Form - Excel
Socially Responsible Investment Policy
Lay Pensions
Lay Pension Form 1 - No Lay Employees
Lay Pension Form 1 - No Lay Employees (Word)
Lay Pension Form 2 - No Pension Eligible Lay Employees
Lay Pension Form 2 - No Pension Eligible Lay Employees (Excel)
Lay Pension Form 3 - Lay Employees Participating in Pension Plan
Lay Pension Form 3 - Lay Employees Participating in Pension Plan (Excel)
Loans and Grants
Capital Assistance Application
Capital Assistance Application - plain Word
Capital Assistance Application - without lines and boxes
Capital Assistance Application (minimum formatting)
Revised 2016 Loans and Grants Guidelines
Other Resources
2017 Assessments Compliance Report as of 082917
2018 Stock Transfer Instruction
Business Requirements Time Line
Manual of Business Methods 1-28-2015
Parish Reports Compliance - 2017
Revised Records Retention Guide
Self-Employment Tax Reimbursement Worksheet
Whom to Call in the Finance Office