Financial Reports, Documents and Forms

Accounting

Bank & References Sheet/Tax ID Number/Tax Exemption Statement - Contact Janet Howell for a copy - j2howell@shelbyed.org

Payment Schedule

Accounting and Fiscal Operations Manual Intranet Access Only - you must be logged in to the Shelby county system to access this file.

Internal Documents

Bids-Purchasing-Vendor Information

Vendor Forms

Financial Reports

Audited Annual Statements
Financial Accountability Reports
Monthly Financial Statements
Original Budgets-Amendments

Alabama Immigration Law Compliance

Business Entity/Employer/Contractor Forms

In 2012, the State of Alabama passed legislation requiring businesses to show evidence of immigration compliance for their employees in certain types of business transactions. Please refer to the Alabama Department of Education’s website for Guidance for Compliance with E-Verify

Completed Immigration Compliance Forms

Memorandum of Understanding

Shelby County Board of Education - W-9 (completed), contact Janet Howell for a copy - j2howell@shelbyed.org

Check Registers

Monthly Check Registers

Indirect Cost Allocations

Annual Indirect Cost Allocations

Payroll

For Direct Deposit form, Change Request form, or Sick Leave Bank form - visit the Internal Forms site

For Retirement assistance - Contact Bethany Hutton.

For Insurance assistance - Contact Lynne Hanson

Internal Forms
W-4 Form
A4 Form
Retirement System Site