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Template Spreadsheets

Do you have a lot of members requiring adjustments? We have two new spreadsheets that you can download from to help with your reporting:

Retroactive Reporting for Inactive Members

Report retroactive payments for members who have terminated, retired or are on an approved disability waiver. Note: This spreadsheet should not be used for active members since that reporting is done as part of the annual reconciliation process.

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Retroactive Reporting for Inactive Members .pdf
(55 KB)

Revised Financials

Use this spreadsheet to report revised financials for previously reconciled years. It can be used for any membership status, including active members.

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Revised Financials .pdf
(20 KB)