Forms & Reports
Collegiate Forms & Reports
Whether you’re preparing for pledge season, planning an initiation, or completing your chapter’s annual reports, this page provides all the essential forms, guides, and tools you’ll need to stay on track. If you don’t see what you’re looking for, please don’t hesitate to reach out.
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Pledge & Initiation Forms
ALL REPORTS SHOULD BE SUBMITTED TO REPORTS@ALPHACHISIGMA.ORG.
PLEDGE RECORDING PROGRESS LOG
This document is updated by the National Office to include which chapters are having initiations, receipt of Pledge Report Forms, payment of fees, and initiation approvals.
PLEDGE INTEREST FORM
The Pledge Interest Form was created to help track interested candidates and to collect their contact information for the Pledge Report Form if they do go through induction.
PLEDGE PIN ONLINE ORDERING
Order pledge pins for your upcoming pledge class.
SOURCEBOOKS
Physical sourcebooks are no longer shipped. Please direct pledges to download a digital copy of their sourcebook online.
PLEDGE REPORT FORM
This form should be completed and submitted immediately following the pinning or induction ceremony. This indicates to the National Office that your chapter plans to hold an initiation and who will be initiated. Faculty members and professional candidates going through initiation should also be included on this form. As of Fall 2019, this form is now electronic. Please make sure to follow the link below – do not submit the old PDF/Word file.
DEPLEDGE REPORT FORM
This form should be completed to report any pledges who will not be continuing on to initiation.
PROFESSIONAL CANDIDATE FOR INITIATION FORM
Submit this form when reporting professional (non-faculty) pledges, and include them on the Pledge Report Form. Remember that you will need permission from the Supreme Council to initiate anyone who is not a faculty member.
Collegiate Annual Reports
ALL REPORTS SHOULD BE SUBMITTED TO REPORTS@ALPHACHISIGMA.ORG BY MAY 15 EACH YEAR.
CHAPTER REPORTS LOG
This document is updated by the National Office to track what reports have been received from which chapters. This will help chapters to see what reports still need to be submitted.
ANNUAL CHAPTER REPORT
This report advises the Fraternity about the chapter’s overall status. This will include initiations, PBI ceremonies, chapter activities, chapter publications, chapter social media & website, as well as allow chapters to nominate members for National Fraternity Awards. The format of this form is *NEW* as of 3/18/24 and is completed online.
CHAPTER FINANCES
All chapters must complete a Collegiate Chapter Statement of Finances form (this was previously called the Chapter Audit form), as well as submit information to the IRS. See below for more information about the IRS and to download the Chapter Statement of Finances.
FILING THE E-POSTCARD WITH THE IRS
If your chapter has gross receipts OVER $50,000, you are required to submit Form 990 or 990-EZ with the IRS. Most chapters have gross receipts of $50,000 or less and therefore, must file the e-Postcard. The e-Postcard is due each year by the 15th day of the fifth month after the close of your tax year. For Alpha Chi Sigma, our tax year ends on Dec. 31, so your e-Postcard is due by May 15 each year. You cannot file the e-Postcard until after your tax year ends.
FILE THE E-POSTCARD →
Note: This form must be completed and filed electronically. There is no paper form.
READ THE FAQS →
And find out the information you need to file the e-Postcard.
Note: What happens if you don’t file the e-Postcard? You risk losing your tax-exempt status!
**The National Office will send each chapter instructions on how to complete the e-Postcard prior to the May 15 deadline.
CHAPTER PLAN
Chapters may use the fill-in form and/or the sample calendar to help plan the chapter’s annual activities, ceremonies, and deadlines. Chapters may also submit a calendar as the Chapter Plan, or they may type out a list of dates and events.
CHARTER, RITUAL, AND REGALIA INSPECTION (CRRI) FORM
Each year, chapters should do an inspection of their ritual and regalia. This form helps chapters confirm that all items are in good condition and in working order. The format of this form is *NEW* and is now completed online.
HEALTH & SAFETY TRAINING
Each academic year, all of your chapter’s members and current pledges are required to complete Health & Safety Training. Health & Safety Training will be arranged through and/or conducted by your District Counselor. The District Counselor will report to the National Office once the training is complete. Please reach out to your District Counselor for more information and to schedule your Chapter’s training session.
MEMBER REGISTER
OFFICER LIST
The format of this form is *NEW* and is now completed online. Complete this form immediately following chapter officer elections or by May 15 (if there was no change in officers) each year.
PROFESSIONAL BRANCH INDUCTION (PBI) FORM
Submit this form before holding a PIC or PBI ceremony. This will indicate to the National Office that collegiate members are moving to the Professional Branch. Please submit at least two weeks before the ceremony to allow the National Office enough time to process and send professional pins for each member listed on the form. If no ceremony is held, this form should still be sent by May 15 to indicate any members moving to the professional branch at the end of that school year.
LOOKING FOR PROFESSIONAL FORMS & REPORTS?
Information for Professional Chapters is available on the Professional Forms & Reports page.