Frequently Used Documents

Forms and Documents



Any Board Member    Treasurer

Check Request

Treasurer Resource Guide

Funds Deposit

Sample Budget

Motion Form (Local Unit)

Sample Financial Reports

Plan of Work (Local Unit)

Bank Statement Review

Standards of Continuing Affiliation

IRS Form 990 Series

Texas PTA Social Media Policy

Texas Sales Tax Exempt Form

Consent for Minors to Serve on Board

Sales Tax Calculations

Foundations Training Link

E-Commerce Policy

Officer Information Submission



Dues Refund Policy
Bylaws Request Form Membership Perks
Bylaws Checklist Request Additional Cards
Bylaw Submission Local Membership Award Criteria
Standing Rules Checklist  Volunteer Recognition
Sample Standing Rules Membership Roster Report
Financial Reconciliation Committee

Records Retention Policy

FRC Checklist

Council Voting Privileges

FRC 3 Person Checklist

Conflict of Interest

Sample FRC Report

Nominating Committee
 Resource Guides

Sample Nominating Committee Report

President Guide


 Nomination and Election Guidelines

Treasurer Guide

PTA Programs

Secretary Guide

Reflections Parliamentarian Guide
Faculty and Student Scholarships Membership Guide
Kid's First Arts in Education/Reflections Guide
Ready. Set. Achieve! Programs Guide
Outstanding Educator of the Year Advocacy Guide
School of Excellence Healthy Lifestyles Guide



Dates for 2019-2020

Watch for emails from Council President, Suzanne Danhof