Financial Secretary Appointment Forms
Please email completed forms to firstname.lastname@example.org or fax them to 203-752-4113.
Steps for appointing a Financial Secretary
When possible, keep all documents together. Sending individual documents causes delay in matching up correspondence.
- Outgoing Financial Secretary – A resignation from the current financial secretary, or an Evaluation form (form 1938) not recommending the current financial secretary for reappointment. Evaluation forms will need all signatures, including the District Deputy and State Deputy.
- New Financial Secretary – will need to provide the Application (form 101).
- Council Officers – Will need to complete the Nomination Form (form 103).
For more detailed information on the appointment process, please refer to the Financial Secretary Appointment Procedures below.
Application for Appointment as Financial Secretary - #101 - PDF
Nomination for Appointment as Financial Secretary - #103 - PDF
Evaluation of Financial Secretary - #1938 - PDF
For Financial Secretaries in U.S. - W-9 - PDF
(Required for US Financial Secretaries to receive annual Award check)
Financial Secretary Appointment Procedures - PDF