National Forms and Guidelines

National OFS Treasurer’s Documents of General Interest

  • Bequests: Preserving and Extending Our Secular Franciscan Way of Life (Updated 2019) [PDF]
  • US OFS Statement of Purposes and Internal Controls [Word] [PDF]
  • Record Retention [Word] [PDF]
  • Traveler Guidelines – Policy on Reimbursement of Travel Related Expenses (Updated 2016) [Word] [PDF]
  • Treasurer’s Guidelines [Word] [PDF]
  • Questions frequently asked of the National Treasurer (updated October 2020) [Word] [PDF]
  • Treasury Guidelines: “How Much Is Enough?” [Word] [PDF]
  • Taxing Correspondence [Word] [PDF]
  • Obtaining an Employer ID Number (EIN) – revised April 2018 [Word] [PDF]
  • IRS SS4 form Rev. 2017 [PDF]
  • IRS SS4 Instructions Rev. 2016 [PDF]

National Fraternity Forms and Guidelines

  • Commission and Committee Annual Budget Request Form [Word] [PDF]
  • Request for Reimbursement of Expenditures – updated 2018 [Excel] [PDF]
  • OFS USA Guidelines for Deactivating a Regional Fraternity [Word] [PDF]

Regional Treasurer Report Forms

  • Regional Treasurer’s Report (quarterly) [Excel] [PDF ]
  • Regional Treasurer’s Report (annual) – updated 2019 [Excel] [PDF]

Local Treasurer Reporting and Record Keeping

  • 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]

Visitations and Elections

Other Resources

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]