Treasurers and Finance / Capitation Returns & Annual Report

Capitations Returns

The next capitation return is due by 30th September 2017. This is the second and final capitation return for 2017. Manual copies of this capitation return are being sent to the District Commissioner of each Branch on 30th August and should be received by 4th September. An email copy of this capitation return is being sent to each Branch District Commissioner, Treasurer and Membership Secretary on our system on 30th August too. If you need an additional copy of the capitation return, please contact Andrew Brown.

An Excel version of this capitation return, which can assist Branches in completing the form by performing the calculations for them, is available to download here.

Guidance notes that have been prepared to help branches complete their capitation returns is also available to download here.

For any old gift aid declarations from prior years (so gift aid declarations dated before 1st September 2016), please do not record these gift aid declarations on your current Capitation Return. Instead, please complete the ‘Claims for prior year gift aid declaration’ form and we will arrange for any credits to be paid to you separately from the capitation return. An Excel version of this form can be found here.

If you have any unusual gift aid claims, you can send these in alongside the capitation return, but do not record these gift aid claims on the main capitation return or on the prior year gift aid form. You will be paid for these claims separately, so include them with the capitation return with a covering letter but do not amend the capitation return for these claims.

If you have any questions regarding capitation returns, please contact Andrew Brown who will be able to assist.

Annual Report Form

The Branch Annual Report will be due by 30th September 2017.
A copy of the current information we hold will be sent to the DC/JtDC for amendment.

If you would like to fill in a copy of the blank form, a copy can be found below in WORD and as a PDF download.
Annual Report Form (blank) WORD  Annual Report Form (blank) PDF

For any enquiries, please contact Clare Boardman on 02476 698301 or email

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