Fillable APPLICATION FOR APPOINTMENT AS FINANCIAL SECRETARY (Knights of Columbus Chicago District 18 )

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APPLICATION FOR APPOINTMENT AS FINANCIAL SECRETARY (Knights of Columbus Chicago District 18 )

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APPLICATION FOR APPOINTMENT AS
FINANCIAL SECRETARY
WORTHY SUPREME KNIGHT:
Date: _________________
I am applying for appointment as Financial Secretary of my council.
Council Number: _____________ Council Location: ______________________________________________ _______________
City/Town State/Province
Full Name: _________________________________________________________ Membership Number: _____________________
Address:_______________________________________________________________________________________________________
City: ______________________________________________________ State/Province: ________ Postal Code: _______________
Phone numbers: _______________________________ _______________________________ _______________________________
Home Business Cell
E-mail address_________________________________________________________________________________________________
1. I am on Supreme Office records as a member of Council Number: _____________________________________________
(Officers must be recorded members of the council in which they hold office.)
2. I am in good standing. 䡺 Yes 䡺 No
If No, explain: _____________________________________________________________________________________________
(Good standing means all council and other charges paid to end of past quarter year.)
3. I am a Third Degree member. 䡺 Yes 䡺 No
If No, explain: _____________________________________________________________________________________________
(Section 92 of the Laws requires officers to be in Third Degree, but permits officers of a new council to be in First Degree temporarily. If you are not in Third Degree today, explain above.)
4. Date of Birth: Month: _______ Day: _______ Year: _____________
5. My educational background is: _______________________________________________________________________________
6. I have serv
ed in the following offices of our Order:
(Office)
(No. of Yrs) (Office) (No. of Yrs)
________________________________ _____________ _____________________________________ _____________
________________________________ _____________ _____________________________________ _____________
7. I curr
ently hold the following COUNCIL OFFICE, from which I hereby resign immediately, if appointed Financial
Secretar
y by the Supreme Knight: ____________________________________________________________________________
8. My present major gainful occupation is (please indicate if retired):
Ti
tles, duties or retired: ______________________________________________________________________________________
Name of employer: __________________________________________________________________________________________
Address of employer: ________________________________________________________________________________________
9. *I know I cannot be engaged in any way in the sale of personal accident, sickness, hospitalization, disability income
or life insurance. If I become so engaged while Financial Secretar
y,
I will infor
m the Supreme Knight immediately.
(A member so engaged is not appointed or retained as Financial Secretary.)
*Statement 8 does not apply in Cuba, Guatemala, Panama, Canal Zone, Virgin Islands, Poland and Philippines.
10. I have had the following training or experience in accounting or bookkeeping:
____________________________________________________________________________________________________________
11. I have had these other experiences which might also help as Financial Secretary:
____________________________________________________________________________________________________________
12. 䡺 Yes 䡺 No If appointed Financial Secretary, I agree without reser
vation to fulfill all duties of that office in accor-
dance with the laws of the Order.
13. 䡺 Ye
s 䡺 No I understand that in my role as Financial Secretary I may obtain member’s personal infor
mation which
I pledge to maintain as confidential and only use for the business of the Order.
14. 䡺 Yes 䡺 No I understand that if appointed Financial Secretary such appointment shall be for a period of three years
with my perfor
mance in office subject to review before reappointment shall be made.
Applicant’s Signature_________________________________________________ Date____________________________________
Forward
to: Knights of Columbus, Financial Secretary Department, 1 Columbus Plaza, New Haven, CT 06510-3326
or Fax to (203) 752-4566.
101 10/ 12
Please Do Not Write Here
101 10-12 9-64_101 12/10/12 11:13 AM Page 1
NOMINATION FOR APPOINTMENT
AS FINANCIAL SECRETARY
EMAIL
Grand Knight (signature) __________________________________________________________________________________________
STREET CITY STATE/PROV ZIP/POSTAL
__________________________________________________________________________________________________
WE, THE COUNCIL BOARD OF TRUSTEES, CONCUR WITH THE NOMINATION OF THE GRAND KNIGHT:
Trustee for One Year
(signature) ________________________________________________________________________________
Trustee for Two Years
(signature) ________________________________________________________________________________
Trustee for Three Years
(signature) ________________________________________________________________________________
Forward to: Knights of Columbus, Financial Secretary Department, 1 Columbus Plaza, New Haven, CT 06510-3326
or Fax to (203) 752-4566.
DATE: ___________________
WORTHY SUPREME KNIGHT:
I submit the following member for your consideration in appointing the Financial Secretary of
Council Number: ___________ Council Location: ____________________________________________________ ____________
City/Town State/Province
MEMBER NOMINATED
Full Name: _____________________________________________________________ Membership Number: __________________
Address: _______________________________________________________________________________________________________
City: ______________________________________________________ State/Province: _______ Postal Code: ________________
* This question does not apply in Cuba, Guatemala, Panama, Canal Zone, Virgin Islands, Poland or Philippines.
NOTE: The Financial Secretary:
1. Shall be a Third Degree Member.
2. Shall be appointed by the Supreme
Knight, for a three-year term with
performance subject to review before
reappointment.
3. Shall be at least 21 years of age.
4. Shall not hold a license or be engaged
in the sale of life or health insurance.
5. Shall not hold another officer position
within the council.
6. Shall not have a criminal record.
103 10/ 12
Yes No
Dues paid to:
Yes No
If NO
when will he
receive
Third Degree?
Yes No
#If YES, what
office did he
hold?
Yes No
*May not hold a
license or be
engaged in the
sale of life or
health insurance.
DATE DATE OFFICE
IS HE NOW THIRD
DEGREE MEMBER?
DOES HE SELL LIFE
OR HEALTH
INSURANCE?
IS HE IN
GOOD STANDING
IN COUNCIL?
WAS HE EVER F.S., TREAS,
OR K.C. INS. AGT? #
103 10-12 9-64_103-FS 12/10/12 11:03 AM Page 1
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EVALUATION OF FINANCIAL SECRETARY
WHEN A KNIGHT ACTS SELFLESSLY, HE ACTS ON BEHALF OF THE WORLD
DATE:________________
Worthy Supreme Knight:
The following evaluation of Financial Secretary is hereby submitted.
Council Number: ________________ Council Location: ____________________________________________ _______________
City/Town State/Province
Financial Secretary’s Name: _____________________________________________ Membership Number __________________
The Financial Secretary's current major occupation is: ____________________________________________________________
(Place a check ( 4) in appropriate box)
Excellent Good Fair Poor
1. Bills members on time and in the proper manner. Mails membership cards
promptly. Follows procedures for NOTICE OF INTENT TO SUSPEND. 䡺䡺䡺䡺
2. Attends regular meetings, special meetings and First Degrees. 䡺䡺䡺䡺
3. All books and records available and in good condition for semi-annual
audits by trustees. Available to answer questions during audit. 䡺䡺䡺䡺
4. Promptly mails all required forms (membership documents, Officers Report,
Fraternal Survey, etc) to proper persons. 䡺䡺䡺䡺
5. Cooperates fully with all council officers and chairmen. 䡺䡺䡺䡺
6. Promptly draws orders on the treasurer for payment of bills levied against
the council. Turns all funds collected over to the treasurer for deposit. 䡺䡺䡺䡺
7. Complies with all confidentiality and data management requirements of
Supreme Council. 䡺䡺䡺䡺
8. Reviews monthly council statements and semi-annual membership rosters
with the council and grand knight. 䡺䡺䡺䡺
9. Rating of his overall attitude and efficiency. 䡺䡺䡺䡺
RECOMMENDATION:
䡺 We hereby recommend the reappointment of Brother ____________________________________________________
䡺 We do not
recommend the reappointment of Brother ____________________________________________________
Trustee for One Year _________________________________________________________________________________________
Signature Required Date
Trustee for Two Years _________________________________________________________________________________________
Signature Required Date
Trustee for Three Years _________________________________________________________________________________________
Signature Required Date
Grand Knight _________________________________________________________________________________________
Signature Required Date
District Deputy _________________________________________________________________________________________
Signature Required Date
State Deputy _________________________________________________________________________________________
Signature Required Date
Forward to: Knights of Columbus, Financial Secretary Department, 1 Columbus Plaza, New Haven, CT 06510-3326
or Fax to (203) 752-4566.
1938 10/12
1938 10_12 9-64_1938 1/22/13 7:35 AM Page 1
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APPLICATION FOR APPOINTMENT AS FINANCIAL SECRETARY (Knights of Columbus Chicago District 18 )

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Completed 14 August 2021

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