Forms & Documents

A double asterisk ** denotes locked documents. Contact the respective OFFICE/MINISTRY related to the file or contact the diocesan offices at (406) 442-5820


Parish Archives Directives (PDF)
Sacramental Records Request Form (PDF)

Communication Services
Media Release Form – Minors (PDF)
Media Release Form – Adults (PDF)

Financial Services

Special Events Insurance (PDF)
Tax Exempt Ruling Letter (PDF)
Parish Finance Council Policy (PDF)**
Parish Finance Council Statutes (PDF)**
Parish Accounting Financial Manual (PDF)**
School/Diocesan Facility Use Policy (PDF)**

New Building & Building Remodel Policy (SUSPENDED)
Deposit and Loan Policy (SUSPENDED)

Health Forms
Benefits Overview (PDF)
Benefit Enrollment Guide (PDF)
Assurant Dental Vision (PDF)
C.O.B.R.A. (PDF)


Outside Priest/Deacon Form (PDF)
Presenter Request Form (PDF)
Vehicle Safety Policy (PDF)
Political Activity Guidelines (USCCB)
Priest Substitution Form (PDF)
ERD for Catholic Healthcare Services (PDF)
The Order of Christian Funerals in the Catholic Parishes and Missions of the Diocese of Helena (PDF)
Diocese of Helena bulletin inserts: The Order of Christian Funerals (PDF)

Human Resources Forms

HSA Forms
HSA Election Form (PDF)
HSA Application (PDF)

Employment Forms
2017 W-4 (PDF)
I-9 Form paper version (PDF)
I-9 instructions (PDF)
Employee Job Description Template **
Leader Job Description Template **
New Hire Checklist (PDF)
MT New Hire Reporting Form (PDF)
Job Offer Sample Letter (PDF)
Reference Check Form (PDF)
Conflict of Interest Form (PDF)
Background Check Form (PDF)
Volunteer Application (PDF)
Employment Application (PDF)

Human Resources General
Recommended Contents of Personnel File (PDF)
Personnel Handbook (PDF)
Policy to Report Wrongdoing (PDF)

Termination Forms
Termination Procedures (PDF)
Termination Checklist (PDF)
Grievance Policy (PDF)
Benefit Termination (PDF)

UNUM Enrollment Form (PDF)
Employee Assistance Program Information (PDF)
Voluntary Term Life Information (PDF)
Voluntary Term Life Enrollment Form (PDF)
UNUM Life Insurance Portability (PDF)
Critical Care – Accident (PDF)

Safe Environment Forms
Background Check Authorization Form (PDF)
Background Check Disclaimer (PDF)
Application for Volunteer Services (PDF)
Summary of Rights (PDF)
Diocesan Safe Environment Policy (PDF)
Charter for the Protection of Children and Young People (PDF)
Decree of Promulgation (PDF)
Rights & Obligations of an Accused Person (PDF)
Instructions for VIRTUS Child Safety reporting (PDF)
Sexual Misconduct/Abuse Complaint Form (PDF) For Sexual Abuse occurring after January 30 2014 or Sexual Misconduct from any date.
Prior Sexual Abuse Claim Form (PDF) For Sexual Abuse that occurred before January 30 2014

VIRTUS® Protecting God’s Children Training Resources
Current Safe Environment Training schedule
Protecting God’s Children Participant Overview (PDF)
Protecting God’s Children Brochure (PDF)
Statement of Receipt and Agreement (PDF)
Background Check Form (PDF)

VIRTUS®Protecting God’s Children Combined Lesson Plans 11 & 12 (2015-2016)
Protecting God’s Children Lesson Plan for Grades K-2 (PDF)
Protecting God’s Children Lesson Plan for Grades 3-5 (PDF)
Protecting God’s Children Lesson Plan for Grades 6-8 (PDF)
Protecting God’s Children Lesson Plan for Grades 9-12 (PDF)