• Annual Budget Form – PDF | Excel
• Activities Report Form – PDF | Excel
• Treasurer’s Report Form – PDF | Excel
• Treasurer’s Report Form – Strategic Format (FY20-21 & Prior) 
• Charges for Services and Supplies Form
• Guest Reimbursement Request Form
• School Board Event Report Form

• 2023-2024 Voluntary Contribution Form
• Contribution Change for Scholarships and Grants

• Conference Report Form
• California Educators Who Are Non-Permanent Residents
• CTA/NEA Legislative Coordinator/Contact Report Form
• CTA/NEA Retired Enrollment Form – online | PDF
• Disaster Relief Fund Grant Application Form
• Issues PAC Contribution Form
• Liaison Report Form
• Student CTA Application Form

To join CTA, complete the online enrollment form here. You can also print the appropriate enrollment form below and send completed forms to Membership Department, CTA State Headquarters, P.O. Box 921, Burlingame, CA 94011-0921.

• Join Now Online in less than two minutes
• CTA K-12 Dues Structure
• Certificated Enrollment Form
• How to Complete a Member Enrollment Form
• ESP Dues Structure
• ESP Enrollment Form
• CCA (Community College Association) Membership Dues Schedule
• CCA Enrollment Form

State Council Election Reporting Forms

• CTA Official Teller’s Report and Report of Results (REP & ALT), also need a copy of the timeline and ballot when submitting the forms to ctaelections@cta.org.
• Numbered Seat System Report

• Check Requisition Form – Sample
• Financial Report Required by PERB
• Sample Template Spreadsheet Required by PERB
• 2024 Member Expense Statement Form effective 1/1/2024
• 2023 Member Expense Statement Form effective 1/1/2023
• Member Expense Statement Attachment – How to Report a Missing Receipt
• School Board Event Report Form

• Member Engagement Grant Project Guidelines
• Member Engagement Grant Application Form
• Member Engagement Grant Narrative Summary Form

Training Videos:

• CTA ABC Chapter PAC-K12 Application
• CTA ABC Chapter PAC-Community College Application
• CTA ABC Chapter PAC-County Application

STEP 1: Review the Local President Checklist for Preparing and Submitting a Request for CTA/ABC Funding Assistance.

STEP 2: Review the Funding Formula. PAC grants are based on the application type’s formula.

STEP 3: A campaign plan and the last two FPPC forms must be submitted with this application packet. If you don’t have a campaign plan, you can use the Optional Campaign Plan Template.

STEP 4: Complete and submit the CTA/ABC Application for CTA/ABC Funds and the included PAC Budget: Chapter PAC Packet [K-12] [Community College] [County] by the deadline.

If you have funding from a local PAC and can demonstrate an extraordinary condition/situation, you may also submit an application for a Special Circumstances Grant or the Special Circumstance Grant for County Board of Education.

Training Video:

• CTA ABC Special Circumstances Grant Application

Training Videos:

• CTA ABC Candidate Direct Application
• CTA ABC Issues Direct Application

STEP 1: Review the Local President Checklist for Preparing and Submitting a Request for CTA/ABC Funding Assistance.

STEP 2: Review the Funding Formula. Direct grants are based on membership size of the local.

STEP 3: Complete and submit the appropriate application form below.

• Application for CTA/ABC Funds: Candidate Direct Contribution  [School Board] [County]
• Application for CTA/ABC Funds: Issues Direct Contribution

After you submit your application, GR will let you know if there are any inaccuracies or missing information. We must receive the correct or missing information before the meeting date for the application to be considered.

After the committee approved your application, they make the recommendation to the CTA Board of Directors. Once the Board approves, GR works to get the checks processed and sent out.

You have 100 days after the election to submit your evaluation form at the links below based on your application type. The evaluation form is required and could affect future funding if not submitted.

• PAC Election Evaluation Form
• Candidate Direct Contribution Evaluation Form
• Issues/Measure Direct Contribution Evaluation Form

• Finding # of Registered Voters
• Contact your county elections office
• Campaign forms
• Campaign Finance Data
• Find # of chapter members: CTA 360
• CTA Governmental Relations: 916.325.1500
• CTA Controllers Office: 650.522.5220

• Always keep you CTA/ABC member, political organizer and board member in the loop.
• You need a physical address (not just a PO Box) for CTA to write a check.
• Make sure that you are using the correct form for bond/parcel taxes versus candidates.
• If the candidate is not accepting contributions to avoid filing a 460, you need to know.
• If a candidate is running unopposed, CTA/ABC cannot fund them.
• If there is a contribution limit, CTA/ABC cannot fund over that amount.
• For county office races, CTA procedures require that all locals within the county have an opportunity to weigh in on the recommendation of the candidate(s).
• New local PAC’s must provide a statement of organization to be considered for funding.
• Local PAC’s must be formed either as a county or city PAC (not state).
• Local PAC’s cannot make direct contributions with CTA/ABC PAC funds to other CTA affiliated PACs, candidates, central committees, or labor councils.