Essential forms and guidance for branch finances

It is mandatory for branches to hold funds in their own Unity bank account. A block grant will be paid by RCM headquarters once a year upon submission of the annual statement of receipts and payments. The statement of receipts and payments should be produced for approval at the AGM of the branch. Full guidance on running an AGM and the financial return can be found in the RCM branch governance handbook. Training is also provide on i-learn and on the branch officers training course.

Finances

• Branch annual statement 
• Branch income and expenditure record sheet template
• Activists expense claim form
• Request form for members CPD
• RCM branch funding guide

Banking

• Change of branch treasurer and signatory guidance
• Guidance on the new Unity Bank online services

Useful guidance

• Claiming tax relief on  tax relief on NMC fees, RCM subs and uniform

• Protecting members data