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Reporting Requirements

Use these forms to become distinguished and access district funds

Throughout the year, the district is required to submit reporting requirements to World Headquarters. If these requirements are not met, the district reserve cannot be accessed, and in some cases, Distinguished District cannot be achieved. Use the resources on this page to access the different requirements, forms and due dates that will keep your district on track.


Prerequisites for the Distinguished District Program – Due September 30

Division and Area Governor Training Report
The division and area governor training report is a requirement of the Distinguished District Program. It must be submitted to districts@toastmasters.org by September 30. You may wish to review the training materials.

District Success Plan
This plan, in conjunction with the Distinguished District Program, serves as your strategic plan for the program year. The District Success Plan is a requirement of the Distinguished District Program. It must be submitted to districts@toastmasters.org by September 30.


Reporting Requirements – Due throughout the year 

Due July 15
District Leader List

Each year during election season, the district leadership team will receive information about submitting the district leader list of incoming officers. These lists are due to districts@toastmasters.org by July 15. Any changes, corrections or updates must be entered by September 1 for the officers to receive credit for the full term towards the Advanced Leader Silver (ALS) award. 

District Calendar
Each year, the district must submit its district calendar to districts@toastmasters.org by July 15. Send World Headquarters a direct link to the district website calendar or create a template and add the events planned for the district.

Area and Division Alignment Changes
World Headquarters will send alignment forms to the district governor and district governor-elect in mid June. These forms are due to districts@toastmasters.org by July 15.

District Signatories
The Toastmasters International Executive Committee must approve all signers on district accounts. Submit the form to districtfinancialquestions@toastmasters.org for approval by July 15. For more information about financial requirements, see the District Finance Corner.


Due August 31
Year-end Audit
The previous administration’s year-end audit report forms and supporting documents are due to districtfinancialreports@toastmasters.org by August 31. For more information on financial requirements, see the District Finance Corner. Please send the documents to:

Attn: Finance Department 
23182 Arroyo Vista
Rancho Santa Margarita, CA 92688

If you have any questions, contact: districtfinancialreports@toastmasters.org.   


Due September 30
District Budget
District budget forms are due to districtfinancialreports@toastmasters.org by September 30. For more information on financial requirements, see the District Finance Corner


Due October 31
Treasurer’s First Report
The Treasurer’s First Report is due to districtfinancialreports@toastmasters.org by October 31. For more information on financial requirements, see the District Finance Corner


Due February 15
Mid-year Audit
Mid-year audit forms and supporting documents are due to districtfinancialreports@toastmasters.org by February 15. For more information on financial requirements, see the District Finance Corner. Please send the documents to:

Attn: Finance Department
23182 Arroyo Vista
Rancho Santa Margarita, CA 92688

Review a complete list of the first half financial records due on the District Finance Corner. If you have any questions, you may contact: districtfinancialreports@toastmasters.org


Due April 30
Treasurer’s 3rd Report
The treasurer’s third report is due to districtfinancialreports@toastmasters.org by April 30. For more information on financial requirements, see the District Finance Corner.


For a full list of responsibilites throughout your district leadership term please refer to the District Calendar in the District Leadership Handbook (PDF).

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