Area finances · Panel 76

Expense & budget forms

The Area's two finance forms, ready to fill in on your phone or computer. Nothing you type is sent to the website.

Choose a form

Reimbursements · Treasurer A/P

Expense reimbursement request

For trusted servants and host districts who paid for something on the Area's behalf: Area meetings, workshops, committee work, literature, supplies, copies and mileage.

  • Within 30 days. Send your request within 30 days of the expense whenever possible.
  • With every receipt. Requests must include receipts: attach all of them.
  • Mileage: $0.37 a mile. Enter the miles; the form works out the dollars ($3.70 for 10 miles).
  • Send it to: Treasurer – Accounts Payable · treasurerap@msca09aa.org
Fill in online

The official form to download

Committees and officers · Finance Committee

Annual budget request

Each committee and Area officer with a budget line asks once a year for what their service will cost the next year. The Finance Committee builds the proposed Area budget from these requests.

  • 2027 requests are due September 30, 2026. Return it to the Finance Committee Chair, with a copy to the Treasurer A/P.
  • The deadline for 2027 requests was September 30, 2026. You can still fill in and send this form; for a late or unbudgeted request, write to the Finance Committee first.
  • Seven budget lines: equipment, copies, literature, supplies, software, mileage and other — the total fills itself in.
  • Send it to: the Finance Committee Chair (financechair@msca09aa.org), with a copy to treasurerap@msca09aa.org
Fill in online

The official form to download

How it works

Fill it in, save it, send it

The online forms have every field of the paper forms, in the same order, so the Treasurer and the Finance Committee get what they are used to.

  1. Step 1

    Fill it in

    Pick from the lists, add as many lines as you need, and watch the mileage, sub-totals and total add up. Anything missing is pointed out before you send.

  2. Step 2

    Print it or save it as a PDF

    The printed copy looks like the official form, with your answers filled in and lines to sign and date.

  3. Step 3

    E-mail it

    One button opens your own e-mail program, addressed to the right person, with a summary. Attach the PDF (and, for expenses, your receipts) and send.

Your answers stay on your device. These pages send nothing to the website and store nothing on it. While “Keep a draft on this device” is ticked, your answers are kept in your own browser, even after you send them, until you erase them: untick the box, press “Start over”, or press “Erase them from this device” after sending.

The Area's finance rules

Mileage: $0.37 a mile
What the Area pays for each mile driven on Area service, as voted by the Assembly (see Agendas & motions). The forms work it out: miles × $0.37.
Receipts, within 30 days
Reimbursement requests should reach the Treasurer A/P within 30 days of the expense whenever possible, and must include receipts (Treasurer A/P, May 2026 Assembly).
Budget requests for 2027
Due to the Finance Committee by September 30, 2026. The committee drafts the Area budget from them and presents it to the Area for a vote.They were due to the Finance Committee by September 30, 2026. The committee drafts the Area budget from them and presents it to the Area for a vote. For a late request, write to the Finance Committee first.
Something not in your budget?
Ask the Finance Committee first: unbudgeted requests are presented to the committee about a month ahead, and it reports their financial impact to the Executive Committee.
Rules that may change
Two finance motions could change these rules: a Finance Policies article for the Area Guidelines (Motion C) and limits on the Treasurer A/P’s checks and Zelle payments (motion 76-7). See where they stand on Agendas & motions.

Questions?

Expense reimbursements

Treasurer – Accounts Payable

treasurerap@msca09aa.org
Budget requests

Finance Committee

financechair@msca09aa.org

Is something on these forms out of date? Write to webmaster@msca09aa.org