Turnkey CFO

Housing Allowance Request

Complete this once for the year. It gives your church board the figures it needs to adopt a designation, and it becomes the signed record we keep on file for you.

1Your church

Which church are you with?

Use the church's full name. It tells us where this record belongs.

2Who is signing

Your details

Use your full legal name, exactly as it appears on your pay records.

Your verification code and your signed copy both go to this address.

3The year and your pay

What this request covers

A designation only applies to pay dates after the board adopts it. It cannot be applied backward to pay you have already received, so choose a date the board can realistically meet.

Must be a future date.
$
Everything the church pays you for the year, before the split.

4Your costs

Estimated housing expenses for the year

Estimate the full year. Round figures are fine here. What matters is that you can back them up later with receipts and statements. The total becomes the amount you are asking the board to designate.

$
$
$
$
$
$
$
$
$
A lease, a mortgage statement, a utility bill. PDF or image, up to 10 MB.

5The amount

What you are asking the board to designate

This is the total of your costs above. It fills in on its own, so there is nothing to enter here.

Amount requested for the year
$0
Fill in your costs above and this updates as you go.

6What you are agreeing to

Please read each line

Every box has to be checked. They are the terms that make the designation work.

A designation applies only to pay dates after the board adopts it. It cannot be applied to pay I have already received.
The full designated amount still counts toward my self-employment tax, even though it is excluded from income tax and from income tax withholding.
I will keep records and receipts that substantiate my actual housing costs for the year.
I will tell the church in writing if my housing costs change materially during the year.
Neither the church nor Turnkey CFO is giving me tax or legal advice, and I am responsible for talking to my own tax advisor about my situation.
The figures I have entered are true and complete to the best of my knowledge.

7Signature

Sign electronically

Your signature here has the same effect as signing on paper.

I agree to sign this document electronically. I can read this form on this device, and I understand my signature and this record are legally binding. I may ask for a paper copy at no charge, or withdraw this consent before I sign, by emailing books@turnkeycfo.com. A copy of the signed record will be emailed to me.
We send a six digit code to the address you entered above. Entering it is what ties this signature to you.
It has to match the name you entered in section 2, character for character.
On submit we record the date and time, your network address, and your browser, and attach them to this record.