These are sample expense forms for use in locals unions. These forms can be filled out online before printing to sign and attach receipts.
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These are sample budgets for 2010 & 2011, but can easily be customized to current years for individual local unions. The Income and Expense titles are only examples and can be customized as well.
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Sample Receipt & Disbursement Journals
These forms mirror those found in hard copy in the AFSCME International Financial Standards Code book. These forms can be customized for individual locals, but have been written using the same sample Income and Expenses as the Sample Budget.
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Sample Treasurer's Financial Report
These two pages include all five elements necessary in a monthly financial report to a local union. The forms are customizable for locals, but have been written using the same sample Income and Expenses as the Sample Budget.
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Starting out as a new local union treasurer
These are some helpful tips for new local union treasurers to set themselves up to be successful.