Office of the Comptroller

The Office of the Comptroller, under the direction of the Bishop, accounts for all the funds of the Diocese.  The Comptroller's Office also manages the property and casualty insurance program, the health insurance program, the pension programs, and all other employee benefit programs of the Diocese. 

Listed below are forms and policies intended to assist the congregations, schools, and institutions of this diocese in their day-to-day operation. 

If there are any questions concerning the forms or policies below, please contact the Office of the Comptroller at 405-232-4820 or by email at [email protected]

 

Audits

Audit Guide

Audit Questionnaire

 

2013 Budget

 

Budget Forms

Budget Request Letter 2012

Budget Request Form 2012 

Budget Instructions for Programs Description Form

 

 Budget Request Form - 2012 Word document 

 

Expense Forms

Meeting Expense Form

Employees Monthly Expense Report

Grant Application for Episcopal Organizations

 

 Insurance Enrollment Forms

Health Insurance Enrollment Form

Group Life Insurance Enrollment

Health Insurance Change Form

Group Life Insurance Change Form

 

 

Medical Insurance Plans and Rates

Health Insurance Rates for 2012

Health Insurance Rates for 2013

Open Enrollment Guide

Network Access Directory

 

Mutual Ministry

Migration Procedures

Mutual Ministry Calculation Template 2012 PDF

Mutual Ministry Calculation Template 2012 Excel

 

Parochial Reports

Supplements to Parochial Report

Debt Supplement to Parochial Report

Key People Parish Personnel Report

2012 Certificate of Lay Delegates and Alternates

 

Payroll Forms

Clergy New Assignment Notice

Clergy Compensation Change Notice

Payroll Status Change Form

Payroll Information Sheet

W-4 Form 2013

I-9 Form

Direct Deposit Form

Clergy Voluntary Withholding Agreement

Payroll Due Dates 2013

Medical Expense Reimbursement Voucher

Individual Insurance Reimbursement Voucher

Dependent Care Assistance Reimbursement Voucher 

 

Policies Regarding Church Debt

Encumbering Church Debt

 

Discretionary Funds

Schedule of Report Due Dates

 

Travel Policies and Request Form

Travel Policies

Travel Request Form

 

 Investment Policy

 

Additional Resources

Church Pension Group (CPG)

 Manual of Business Methods in Church Affairs 

updated May, 2012

Request for Taxpayer ID Number (W-9)