District Financial Information

Your Name*
Only the District President or Treasurer can complete this form.
First Last
Your Role*
- District President
- Treasurer
Email*
Enter Email Confirm Email
District*
Indicate the name and role of either the District President or Treasurer - whoever is NOT completing this form
Banking Information - we highly recommend that you bank with RBC
Type of account*
- Chequing
- Saving
- Other
Please list other type of account
e.g. GIC, other investments
Name of financial institution*
e.g. Royal Bank of Canada, CIBC etc.
Bank account name*
e.g. Central Toronto District of the Ontario Physiotherapy Association or Northern Ontario District of OPA
Transit Number*
Financial institution address*
Street Address Address Line 2 City Province Postal Code
Account number*
Number of signing officers*
- 1
- 2
First signing officer's name*
Second signing officer's name
List banking information for each account
Type of account: chequing, savings, GIC (or other investment)
Type of account Bank account name Bank account #

Your Name*
Only the District President or Treasurer can complete this form.
First Last
Your Role*
- District President
- Treasurer
District*
Indicate your district's financial year
e.g. January to December, 2023, or April to March, 2023 etc. Please include year you are reporting as well as months.
Email*
Enter Email Confirm Email
Bank Information
Balance at beginning of district fiscal year*
Disbursements*
List the total expense for every category on each line. Click the + sign to add another category.
Category Amount
Total Expenses*
Total amount from all disbursements above
Total Revenue*
Balance at year-end*
Does the district have any investments?*
- GICs
- Other Investments
- No
Include the total amount of the investment(s)
I confirm that all financial records and documents for this district have been reviewed and are in order for the year as stated.*
- Yes
Your signature*

DISTRICT FINANCIAL INFORMATION

Type of account	Bank account name	Bank account #

Category	Amount