Below, chapter leaders will find a series of links that will take you to a variety of forms provided by MOAA National. Some forms may require your MOAA login information to access. Tip: If Use your browser's "find" feature (Control-F for many desktops/laptops) to locate the form you're after.
If you have any questions, please contact Council and Chapter Affairs at Chapters@moaa.org or call 800-234-6622 and ask to speak with a Chapter Affairs Specialist. More resources can be found via MOAA's new Council and Chapters homepage.
New Leader and Affiliate Checklist
New leaders are strongly encouraged to review our new leader and affiliate checklist (PDF download).
For those registered Council and Chapter presidents and representatives participating in the 2023 Advocacy in Action (AiA) event and associated Council Presidents' Seminar, please use the links below for the agenda and required travel reimbursement documents (PDF downloads):
- AiA and Council Presidents' Seminar Travel Guidance
- AiA and Council Presidents' Seminar Schedule of Events
- 2023 Travel Claim Form ONLY (no instructions)
- Blank W-9 form
- Fillable Authorization Agreement for Automatic Deposits (ACH) form
Electronic Funds Transfer
- In an effort to speed up the distribution of incentive money earned through the Chapter Recruiting program, National MOAA requests maximum participation by council and chapters with the electronic funds transfer (EFT) program.
- Not sure how to create non-dues income? Here are some ideas and guidance.
- MOAA Insurance/Association Member Benefits Advisors (AMBA)(UPDATED Dec. 24, 2020): Would you like to earn $100 for your chapter by including an advertisement in your newsletter for MOAA Insurance Plans? Enroll Jan. 1 through May 31 by emailing firstname.lastname@example.org following the instructions found at this link.
- MOAA Vacations: Did you know that your chapter always earns a 1% royalty when chapter members book travel through MOAA Vacations, our affinity travel partner, and that you can even plan an exclusive event, such as a cruise, for your council or chapter? For additional information, email jon@MOAAvac.com or call (800) 211-5107.
Incorporation and Tax Exemption
- Webinar: Maj. Gen. Joseph G. Lynch, USAF (Ret), General Counsel, MOAA, offers specialized training for those wishing to learn more about the procedures for obtaining exemption recognition, annual filing requirements and other pertinent information regarding the tax status for your affiliate organization.
- This plan provides coverage for lawsuits resulting from bodily injury and property damage at Chapter-sponsored activities. If your Chapter typically rents space when it needs to gather for a meeting or special event, you may have discovered the owner of the property requires "special event" insurance. This coverage is typically very expensive to buy or doesn't fully protect you. That's why this plan was developed exclusively for MOAA Chapters!
- Note for chapters with a current MOAA insurance policy: MOAA’s Chapter Liability Insurance Plan is available through the current carrier until Dec. 31, 2023. Should your chapter bind a new or renewal policy prior to that date, the policy will be in-force for one year from the effective date. AMBA has evaluated several carriers and selected a new carrier, Philadelphia Insurance Companies, to continue to provide this valuable coverage with minimal disruptions. You will receive application instructions from AMBA via email, or mail if no email address is on file, approximately 75 days prior to your current policy’s expiration date. If you have any questions or would like to apply for a new policy, please feel free to contact AMBA at (800) 503-9227, Monday–Friday, 8 a.m. to 5 p.m. Central time, or by email at email@example.com.
- Click for a plan overview.
Chapter, Satellite, and Virtual Operational Matrix
- Download a PDF chart outlining the roles of host, satellite, and virtual chapters.
- A suggested council installation ceremony. (You can also download a printable version.)
- Guidance for the installation of chapter officers.
- You can download the assessment as a Microsoft Word file.
- Click to downlowad a Fillable Speaker Trip Report (PDF) or Trip Report (Microsoft Word document) to provide feedback.
- If you would like to schedule a visit to your council or chapter by a representative from MOAA National, please complete and submit this form.
ZIP Code Initiative
- Help national MOAA update its chapter ZIP Code list. This will help ensure you receive an accurate list of potential members (i.e., recruits) who live in your chapter's jurisdiction.