Below, chapter leaders will find a series of links that will take you to a variety of forms provided by MOAA National. Some forms may require your MOAA login information to access. Tip: If Use your browser's "find" feature (Control-F for many desktops/laptops) to locate the form you're after.
If you have any questions, please contact Council and Chapter Affairs at Chapters@moaa.org or call 800-234-6622 and ask to speak with a Chapter Affairs Specialist. More resources can be found via MOAA's new Council and Chapters homepage.
New Leader and Affiliate Checklist
New leaders are strongly encouraged to review our new leader and affiliate checklist (PDF download).
2025 Advocacy in Action and Council President’s Seminar Travel Guidance
For those registered Council and Chapter presidents and representatives participating in the 2025 Advocacy in Action (AiA) event and associated Council Presidents' Seminar, find links to the agenda and required travel reimbursement documents (PDF downloads) below:
Electronic Funds Transfer
- In an effort to speed up the distribution of incentive money earned through the Chapter Recruiting program, National MOAA requests maximum participation by council and chapters with the electronic funds transfer (EFT) program.
Generating Income
- Not sure how to create non-dues income? Here are some ideas and guidance.
- MOAA Insurance/Association Member Benefits Advisors (AMBA)(UPDATED May 13, 2024): Would you like to earn $100 for your chapter by including an advertisement in your newsletter for MOAA Insurance Plans? Enroll Jan. 1 through May 31 by emailing dave.shidler@getamba.com following the instructions found at this link.
- MOAA Vacations: Brennco is pleased to announce the NEW MOAA Vacations Chapter Advertising Program. Councils and chapters can receive a one-time $100 annual payment for placing digital ads in their newsletter or on their websites. Click here for more information and/or to enroll. Also, did you know that your chapter always earns a 1% royalty when chapter members book travel through MOAA Vacations, and that you can even plan an exclusive event, such as a cruise, for your council or chapter? For additional information, email jon@MOAAvac.com or call (800) 211-5107.
Incorporation and Tax Exemption
- Webinar: Maj. Gen. Joseph G. Lynch, USAF (Ret), General Counsel, MOAA, offers specialized training for those wishing to learn more about the procedures for obtaining exemption recognition, annual filing requirements and other pertinent information regarding the tax status for your affiliate organization.
Liability Insurance
- This plan provides coverage for lawsuits resulting from bodily injury and property damage at Chapter-sponsored activities. If your Chapter typically rents space when it needs to gather for a meeting or special event, you may have discovered the owner of the property requires "special event" insurance. This coverage is typically very expensive to buy or doesn't fully protect you. Also, if you receive a Community Outreach Grant from the MOAA Foundation, liability insurance is required.
- MOAA has partnered with a new broker, Lockton Affinity, to provide another cost-effective option for your liability insurance needs. Available policies for your chapter include General Liability and Property, Hired and Non-Owned Auto, Sexual Misconduct and Molestation, and more. Learn more about the plan overview or complete an application and send to MOAA@LocktonAffinity.com to receive a quote. You may also contact Lockton Affinity at (913) 652-7500 Monday-Friday, 8 a.m. to 5 p.m. Central time.
- AMBA remains another option for coverage through Philadelphia Insurance Companies offering up to $1 million in coverage for each event, and $2 million in aggregate coverage each year. You may contact Dave Shidler, MOAA Client Executive for MOAA Insurance Plans, at (515) 721-7034, Monday-Friday, 8 a.m. to 5 p.m. Central time, or by email at dave.shidler@getamba.com.
- MOAA insurance Plans are presented to help councils and chapters identify carriers, but you are not required to participate. We also encourage you to reach out to carriers in your area to discuss your needs and determine a carrier who best meets those needs, but please do your research.
Chapter, Satellite, and Virtual Operational Matrix
- Download a PDF chart outlining the roles of host, satellite, and virtual chapters.
Installation Ceremonies
- A suggested council installation ceremony. (You can also download a printable version.)
- Guidance for the installation of chapter officers.
Self-Evaluation Checklist
- You can download the assessment as a Microsoft Word file.
Trip Reports
- Click to downlowad a Fillable Speaker Trip Report (PDF) or Trip Report (Microsoft Word document) to provide feedback.
Visit Request
- If you would like to schedule a visit to your council or chapter by a representative from MOAA National, please complete and submit this form.
ZIP Code Initiative
- Help national MOAA update its chapter ZIP Code list. This will help ensure you receive an accurate list of potential members (i.e., recruits) who live in your chapter's jurisdiction.