National Forms and Guidelines

Duns Scotus Formation Fund (DSFF)

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Initial and Ongoing Formation Resources

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Visitations and Elections

Treasurer Forms and Guidelines

  • Commission and Committee Annual Budget Request Form for 2022 Budget [Word] [PDF]
  • Request for Reimbursement of Expenditures – updated 2018 [Excel] [PDF]
  • Certificate of Insurance Request  [Word – Fillable] [PDF]
  • Regional Treasurer’s Report (quarterly) [Excel] [PDF ]
  • Regional Treasurer’s Report (annual) – updated 2019 [Excel] [PDF]
  • Treasurer’s Reporting Requirements [Word] [PDF]
  • Fraternity Treasurer’s Annual Report [Excel] [PDF]
  • Monthly Report to the Fraternity Council [Excel] [PDF]
  • Fraternity Treasurer’s Worksheet [Excel] [PDF]
  • Details of Monthly Expenditures [Excel] [PDF]
  • Confidential Record of Donations Received [Excel] [PDF]
  • Record of Donations Received – Fraternity Summary by Meeting Date [Excel] [PDF]
  • Record of Donations Received – Fraternity Summary by Member [Excel] [PDF]
  • Bequests:  Preserving and Extending Our Secular Franciscan Way of Life (Updated 2018) [PDF] [Word]
  • NAFRA Statement of Purposes and Internal Controls [PDF] [Word]
  • Record Retention [PDF] [Word]
  • Traveler Guidelines – Policy on Reimbursement of Travel Related Expenses (Updated 2016) [PDF] [Word]
  • Questions frequently asked of the National Treasurer (updated 2018) [PDF] [Word]
  • Treasury Guidelines:  “How Much is Enough?” [PDF] [Word]
  • Taxing Correspondence [PDF] [Word]
  • Obtaining an Employee ID Number (EIN) – revised April 2018 [PDF] [Word]
  • SS4 form Rev. 2019 [PDF – fillable]
  • SS4 Instructions Rev. 2019 [PDF]

Other Resources

For Up to Now: Foundational Topics for Initial Formation (FUN Manual)

On the FUN Manual page, you will find these resources:

  • Reflections on Formation Topics in the FUN Manual by Fred Schaeffer, OFS
  • FUN CD Contents
  • Various Other FUN-Related Documents
  • Ordering Information

Note: While translation is still in progress, all materials will be made available in English, Spanish, and Korean

New OFS-USA Logo

  • Sponsor as Agent of Formation/Ceremony of Sponsorship [PDF]
  • Mediation as a means of conflict resolution within the OFS [PDF] [PowerPoint]
  • OFS Affiliate Educational/Instructional Plan [PDF]
  • Prayer and St. Francis  PDF on Traditional Franciscan Prayers