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The AF Form 1768 serves as an essential tool in ensuring compliance with annual review requirements, particularly for organizations affiliated with the United States Air Force. By utilizing this form, organizations can comprehensively summarize pertinent documents needed for assessment, including balance sheets, operating statements, and budgets. Each section of the form provides a structured approach to submit necessary information that helps maintain an organization’s accountability and transparency, underlining its commitment to governance. Key features include designated spaces for approval signatures, as well as contact details for inquiries, allowing for smooth communication between different personnel levels. Additionally, it delineates the importance of adhering to the Privacy Act Statement and mandates regular updates of essential governing documents like constitutions and by-laws. Ultimately, the AF Form 1768 is not just a procedural document; it is a vital instrument for oversight, collaboration, and enhancing the operational integrity of Air Force-associated organizations.

Af 1768 Example

S T A FF S U M M A R Y S H EET

TO

ACTION

SIGNATURE (SURNAME), GRADE AND DATE

TO

ACTION

SIGNATURE (SURNAME), GRADE AND DATE

375

Coord

 

 

 

 

1

 

 

 

6

 

 

SVS/SVF

 

 

 

 

 

 

375

Coord

 

 

 

 

2

 

 

 

7

 

 

AW/JA

 

 

 

 

 

 

375

Approve

 

 

 

 

3

 

 

 

8

 

 

MSG/CC

 

 

 

 

 

 

375

File

 

 

 

 

4

 

 

 

9

 

 

SVS/SVF

 

 

 

 

 

 

5

 

 

 

10

 

 

 

 

 

 

SURNAM E OF ACTION OFFICER AND GRADE

SYM BOL

PHONE

TYPIST’ S

SUSPENSE DATE

 

 

 

 

 

INITIALS

 

SMSgt Jones

 

 

375 SVS/SV

256-1234

jpj

 

SUBJ ECT

Annual Review for ______________(Name of Organization)

DATE

SUM M ARY

1.In accordance with AFI 34-223, the following documents are submitted to meet annual review requirements:

a.Balance sheet as of ______ (Tab 1)

b.Operating statement for year ending ______(Tab 2)

c.List of current officers (Privacy Act Statement) (Tab 3)

d.Copy of treasurer acceptance statement (Tab 4)

e.Copy of current year budget (Tab 5)

f.Waiver to liability insurance (Tab 6)

g.Revised constitution and by-laws (Tab 7 - note constititution must be revalidated at least every 2 years).

2.If there are any questions concerning this activity, please contact _______ at _______

3.RECOMMENDATION: 375 MSG/CC approve the waiver to liability insurance and the attached constitution (if applicable).

ROBERT K. SMITH, Major, USAF

7 Tabs

President, 375 SVS/SV Booster Club

1.

Balance Sheet

 

2.

Operating Statement

 

3.

Privacy Act Statement

 

4.

Treasurer Acceptance

 

5.

Budget

 

6.

Liability Waiver

 

7.

Constitution

AF FORM 1768, 19840901 (EF-V5)

PREVIOUS EDITION WILL BE USED.

File Breakdown

Fact Name Description
Purpose The AF 1768 form is used to summarize documents required for an annual review, ensuring compliance with AFI 34-223.
Required Documents Submission includes balance sheet, operating statement, list of current officers, treasurer acceptance statement, current budget, waiver for liability insurance, and revised constitution.
Governing Law This form operates under the guidelines established by AFI 34-223.
Signatory Requirements The form must be signed by the action officer, who is typically a designated representative of the organization, such as the president of a booster club.

Guide to Using Af 1768

To complete the AF 1768 form accurately, you’ll need to gather specific information and documents required for the annual review process. Follow these steps to ensure everything is filled out correctly. Once you've completed the form, you can submit your documents as instructed.

  1. Obtain the AF 1768 form, which is typically available through your unit’s administrative office or online.
  2. Fill in the relevant sections for "To Action Signature." Include your surname, grade, and date.
  3. For "Balance Sheet," enter the date as of which the balance sheet is prepared.
  4. For the "Operating Statement," provide the year ending date.
  5. List the names of current officers in the "List of Current Officers" section, ensuring to include a Privacy Act Statement.
  6. Attach a copy of the treasurer acceptance statement in "Tab 4." Ensure it is correctly signed.
  7. Include the current year budget as "Tab 5." This should reflect approved allocations.
  8. For "Tab 6," submit a waiver to liability insurance.
  9. Attach the revised constitution and by-laws for "Tab 7." Remember, this document must be updated every two years.
  10. Fill in contact information for any inquiries related to this review in the designated area.
  11. In the recommendation section, state that 375 MSG/CC approves the waiver to liability insurance and the attached constitution, if applicable.
  12. Finally, sign the form, and include your name and title underneath your signature.

Get Answers on Af 1768

What is the purpose of the AF 1768 form?

The AF 1768 form serves as a staff summary sheet that organizes and summarizes key information for annual reviews related to specific organizations. It ensures compliance with AFI 34-223 by listing the necessary documents that need to be submitted for these reviews.

What documents are required to accompany the AF 1768 form?

To fulfill annual review requirements, the following documents must be submitted with the AF 1768 form:

  • Balance sheet as of a specified date (Tab 1)
  • Operating statement for the year ending on a specified date (Tab 2)
  • List of current officers (Privacy Act Statement) (Tab 3)
  • Copy of the treasurer acceptance statement (Tab 4)
  • Copy of the current year's budget (Tab 5)
  • Waiver to liability insurance (Tab 6)
  • Revised constitution and by-laws (Tab 7, must be revalidated every two years)

Who should be contacted for questions regarding the AF 1768 form?

If there are any questions concerning the activity or the documentation submitted, it is advised to contact the individual listed on the form. This ensures that any concerns or clarifications can be addressed directly and promptly.

What is included in the recommendations section of the AF 1768 form?

The recommendations section typically suggests approvals from relevant authorities. For instance, it may recommend that the 375 MSG/CC approve waivers to liability insurance and any attached constitutions, if applicable. This helps ensure that all necessary approvals are obtained in a timely manner.

Common mistakes

When filling out the AF 1768 form, several common mistakes can lead to unnecessary delays or complications. Understanding these pitfalls is essential to ensure a smooth submission process. Let's explore eight of the most prevalent errors that individuals tend to make.

One of the most frequent mistakes is failing to include all required documents. The form specifies a list of necessary attachments, such as a balance sheet and an operating statement. Omitting any of these can result in rejection or request for resubmission. Therefore, always cross-check the attached documents before submitting.

Another common error lies in inaccurate or incomplete contact information. The section requesting the contact name and number is crucial if there are follow-up questions. If this information is unclear or missing, it can lead to confusion and delays in processing your application.

People often overlook the signature requirement on the AF 1768 form. It is essential to have the correct signatures in the designated areas, as an unsigned form may be deemed invalid. Take the time to ensure that all signatories have reviewed and authorized the information before submission.

Using outdated or incorrect information is another frequent mistake. This can happen when individuals fail to verify that their organizational details, budgetary numbers, or officers' names are current. Always double-check every field for accuracy to prevent setbacks in the approval process.

Neglecting to follow formatting guidelines is also a common issue. The AF 1768 form has specific requirements for how sections should be filled out, including the arrangement of tabs and clear labeling of attachments. Adhering to these guidelines not only helps in clarity but also expedites the review process.

Oftentimes, individuals may rush to submit the form, which leads to typos and grammatical errors. Such mistakes can make the document look unprofessional and may lead reviewers to question the reliability of the information provided. Take the time to review the form for any typographical errors or unclear phrases.

Another frequent error is failing to validate the revisions of the constitution and by-laws. The form instructs that these documents must be revalidated at least every two years. Ensure that the latest version meets this requirement to avoid unnecessary complications.

Lastly, many people submit the AF 1768 form without taking a moment to review their work comprehensively. Taking a final look at the entire document can catch mistakes that previous checks may have missed. A thorough review can significantly reduce the chances of issues arising during the submission process.

Documents used along the form

The AF 1768 form is a crucial document within the context of annual reviews. In conjunction with this form, several other documents are typically required to ensure compliance with regulations and to provide a comprehensive overview of the organization's financial and operational standing. Below is a list of these forms and documents that often accompany the AF 1768 form, described in brief.

  • Balance Sheet: This document summarizes the financial position of the organization as of a specific date, detailing assets, liabilities, and equity.
  • Operating Statement: It provides an overview of the organization's revenues and expenses over a designated period, illustrating operational performance.
  • Privacy Act Statement: This form must accompany any list of current officers to ensure compliance with privacy regulations regarding personal information disclosure.
  • Treasurer Acceptance Statement: A document that confirms the acceptance of the treasurer position by an appointed individual, outlining their responsibilities.
  • Current Year Budget: This approved budget outlines expected revenues and expenses, guiding financial management for the current fiscal year.
  • Waiver to Liability Insurance: This document requests a waiver concerning liability insurance, which may be necessary under certain circumstances related to organizational activities.
  • Revised Constitution and By-Laws: This document provides the framework for the organization's governance and must be revalidated every two years to ensure it remains current.
  • Action Officer’s Signature Page: This page includes signatures from various officers involved in the review process, confirming their acknowledgment and approval of the submitted documents.
  • Contact Information Statement: A section that provides the point of contact for any inquiries regarding the annual review and contains the individual’s name and contact details.

Collectively, these documents help provide transparency and accountability within the organization. Proper submission and accurate completion of these forms ensure that all regulatory requirements are met and support the ongoing operation of organizational activities.

Similar forms

  • AF Form 1373 - This form is a request to initiate a change in the organization. It is similar in that it requires thorough documentation to support the proposed change, just like the AF Form 1768's requirement for an annual review.
  • AF Form 833 - This is a recommendation/suspense action request. Both forms gather input and necessitate signatures for approval, ensuring accountability within the organization.
  • AF Form 1206 - Used for nomination or award packages, this form also compiles detailed information and documentation to support a specific event or transaction within the military.
  • AF Form 3060 - This form documents local agreements and partnerships. Similar to AF Form 1768, it requires the input of various members and ensures compliance with Air Force standards.
  • AF Form 4409 - This form is used for requests concerning funds. Like the AF Form 1768, it gathers financial information needed for approvals and decisions.
  • AF Form 3749 - A request for authority to travel or incur expenses, this form requires supporting documentation similar to the annual review's comprehensive approach.
  • AF Form 102 - Designated for a special review of morale and welfare funds, this form demands substantiating data—much like the details needed for the AF Form 1768.
  • AF Form Forms 63 - This form is for the Provisional Appointment of an Officer and involves gathering details that support the appointment, paralleling the documentation process of the summary sheet.
  • AF Form 4700 - It serves to document a recommendation for medical/environmental assessments. Similar in its need for detailed justification and endorsements, it aligns well with AF Form 1768’s intent for thorough communication within the organization.

Dos and Don'ts

When filling out the AF 1768 form, careful attention to detail can make the process smoother and more efficient. Here are key points to remember:

  • Do ensure that all required documents are attached, such as the balance sheet and operating statement.
  • Do use clear and legible handwriting or type your responses to avoid misinterpretation.
  • Do verify that all names and figures are accurate before submitting the form.
  • Do sign and date the form in the designated areas to confirm its authenticity.
  • Don't leave any fields blank; provide all requested information.
  • Don't forget to include the privacy act statement if applicable.
  • Don't submit the form without double-checking for grammatical errors or typos.
  • Don't overlook the specific requirements for annual reviews, such as revalidating the constitution every two years.

Misconceptions

Misconceptions about the AF 1768 form can lead to confusion during its submission process. Here are some common misunderstandings:

  • Misconception 1: The AF 1768 is only for financial documents.
  • Many believe this form is solely for financial submissions like balance sheets or budgets. While these are important components, the AF 1768 also requires additional documents such as a list of current officers and a waiver to liability insurance to ensure a comprehensive annual review.

  • Misconception 2: Only officers can fill out the AF 1768.
  • This form often seems exclusive to higher-ranking officials, but anyone involved in the review process can contribute information. It is crucial for all team members to participate and provide necessary details.

  • Misconception 3: The AF 1768 submission deadline is flexible.
  • Some may think deadlines can be adjusted. However, adherence to set timelines is essential for compliance. Missing the deadline may result in complications or delays in the approval process of the review.

  • Misconception 4: The AF 1768 does not need to be updated regularly.
  • It is a common belief that once submitted, the AF 1768 does not require any further attention. In reality, the form and its associated documents should be revisited annually, ensuring they remain current and compliant with regulations, particularly the constitution that must be revalidated every two years.

Key takeaways

Filling out the AF 1768 form can seem daunting at first, but understanding its key aspects can simplify the process significantly. Here are some important takeaways:

  • Purpose: The AF 1768 form serves as a summary sheet for action signatures, primarily used for annual reviews and other important documents.
  • Required Documents: Ensure you submit all necessary attachments, like a balance sheet, operating statement, and list of current officers, as these are essential for compliance.
  • Timelines: Pay attention to deadlines, especially the suspense date noted on the form. Late submissions can hinder the approval process.
  • Contact Information: Include clear contact details for any questions. This allows for swift communication and can help resolve any uncertainties.
  • Recommendations: Clearly state your recommendations for action, such as approval for waivers or constitutional changes. This guides the decision-making process.
  • Revalidation Requirement: Remember that the constitution must be revalidated every two years, so keep this in mind during your annual review.

By keeping these key points in mind, filling out the AF 1768 form can become a more straightforward and efficient task. Feeling organized can lead to smoother interactions and better outcomes.