o A fillable PDF of the PERB Annual Report can be found under FORMS. Completely fill out the report and
provide the requested information. For section 1(a) (“name of organization”), you must use the name of the
organization as certified by PERB (see list of UNITS). Additionally, you must provide an agent for service,
an individual who is designated and authorized by the organization to accept service of process on behalf of
the organization. The final section of the report (“pledge”) must be signed and notarized.
o A fillable PDF sample of a financial report is available under FORMS. Employee organizations may use the
provided sample format to submit their financial information. Complete or obtain a financial report for the employee
organization’s fiscal year just ended that sets forth the cash balance from the previous fiscal year, a listing of sources
and amounts of income, an identified listing of disbursements, and a closing balance.
o A fillable PDF sample of an audit statement is available under FORMS. Employee organizations may use the provided
sample as its audit statement. An acceptable audit statement must attest that the, “The financial report has been reviewed
and found to be true and accurate.” This statement must be signed by an auditing committee or a person(s) who hold no
other office in the employee organization and who did not prepare the financial report.