Date Added: 12/16/2019 Overview: PA Retention Schedule 2018 Link to Resource: PA Retention Schedule 2018 Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your [...]
Date Added: 07/16/2019 Overview: PA Letter of Authorization Link to Resource: PA Letter of Authorization Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your [...]
Date Added: 06/24/2019 Overview: PA Operating Procedures Link to Resource: PA Operating Procedures Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your individual County [...]
Date Added: 05/14/19 Link to Resource: PA Formula for Pro RATA Shares Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your individual County policies [...]
Date Added: 05/7/2019 Overview: PA Petition to Access Investment Accounts Resource Link: PA Petition to Access Investment Accounts Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with [...]
Date Added: 05/7/2019 Overview: Accessing Investment Accounts 1 & 2 Resource Link: Accessing Investment Accounts 1 Accessing Investment Accounts 2 Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to [...]
Date Added: 01/10/2018 Overview: Superior Court Order PA Authority & Exemptions Link to Resource: PA Superior Court Order Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align [...]
Date Added: 12/13/2018 Description: Indigent Burial Memorial Service Link to Resource: Indigent Burial Memorial Service Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your individual County [...]
Date Added: 06/06/2018 Description: Certificate of Admin Bank Letter Link to Resource: Certificate of Administrator Bank Letter Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your [...]
Date Added: 4/30/18 Overview: Declination to Serve Link to Resource: Declination to Serve Disclaimer: Any resources provided were given by our members voluntarily or were provided as collateral material for one of the Association’s trainings. All forms should be reviewed by a manager or your counties legal counsel to ensure they align with your individual County policies [...]