National Fraternity of the OFS:
Forms and Documents for Leadership

Download Adobe Acrobat Reader

Vocations Tool Kit

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

Regional Election Documents (Updated April 2018)

Regional Visitation Documents (Updated March 2018)

  • Regional Visitation Cover Letter 2018 Word and PDF
  • Guidelines for Regional Visitations - CNSA and NEC Word and PDF
  • Regional Pre-Visitation Questionnaire Word and PDF
  • Check-off sheet in Preparation for Regional Visitation Word
  • Visitation Brochure by Fr. Lester Bach Word and PDF
  • Suggested Schedule for Regional Visitation Word and PDF
  • Pastoral Visitation from SA Handbook PDF

Miscellaneous items

New NAFRA logo
Small version of new NAFRA TAU logo
Larger version of NAFRA TAU TIFF file of NAFRA TAU (high-quality graphics)
Duns Scotus Trust Fund Grant Application Word PDF
Sponsor as Agent of Formation/Ceremony of Sponsorship PDF
Mediation as a means of conflict resolution within the OFS PDF PPT
Generic promotional brochure, now with OFS instead of SFO PDF
Example transfer document Word
OFS Affiliate Protocol Word
Confidential Emergency Medical Form Excel PDF

Forms for reporting demographic information

Note: Regions may choose to use either the forms including low/medium/high income (no dollar amounts) or the forms with dollar ranges. Use the corresponding forms at all levels within a specific region.

    Forms including low/medium/high income range:
  • Regional Minister's Census [PDF] [Word]
  • Census Takers Form (summarizing a fraternity or other group) [PDF] [Word]
  • Individual SFO Census Form [PDF] [Word]
    Forms including dollar ranges for income:
  • Regional Minister's Census [PDF] [Word]
  • Census Takers Form (summarizing a fraternity or other group) [PDF] [Word]
  • Individual SFO Census Form [PDF] [Word]

Regional Fraternity Treasurer's Forms

Regional Treasurer's Report (quarterly) Excel PDF
Regional Treasurer's Report (annual) - updated 2013 Excel PDF

National Fraternity Forms and Documents

Commission and Committee Annual Budget Request Form Excel PDF
Request for Reimbursement of Expenditures - updated 2013 Excel PDF
NAFRA Guidelines for De-Activating a Regional Fraternity Word PDF

Local Fraternity Treasurer's Forms

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
Monthly Details of Donations and Other Income Received Excel PDF

NAFRA Treasurer's Documents of general interest

Bequests: Preserving and Extending Our Secular Franciscan Way of Life (Updated 2018) Word PDF
NAFRA 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 April 2018) 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
SS4 form Rev. 2010   PDF
SS4 Instructions Rev. 2016   PDF