Forms & Documents

Bishop’s Visitation

Annual Meeting Reports


DioSJ Paper Remittance Form – (PDF)
Treasurers Monthly Report Master– (XLS)
2019 Tax Reporting Guidelines – (PDF)
Annual Congregational Management Review – (PDF)
The Episcopal Church Manual of Business Methods in Church Affairs – (PDF)

Parochial Reports

Online filing needs to be completed by March 1st of each year.

2018 Parochial Report (PDF)

General Instructions for the 2018 Parochial Report (PDF)
2018 Parochial Report – Page 2 Workbook (PDF)
2018 Parochial Report – Page 3 Workbook (PDF)

Beginning in mid-December, more information can be found at the Episcopal Church website

Disaster Preparedness

Steps Toward Ordination


Church Pension Group

Forms for issues relating to Clergy Pensions (Change of Address, Change of Compensation, New Assignment notice) can be found at the Church Pension Fund website. Information about lay pension plans can be found on that same page.

There is a general page to search for documents, including links to the most requested forms.