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Group in March - Styled Meet the Experts
Member Resources

Annual Financial Report

Group in March - Styled Meet the Experts

Each year, units complete and submit an Annual Financial Report. The details and disclosures are signed by the Unit President as well as the Treasurer.

REPORT Timeline

  1. AFR Release Date - January 19, 2024 
  2. AFR Submission Deadline - March 1, 2024
  3. AFR Late Submission Fee Begins - March 2, 2024

Submit Your Report

Please refer to the FAQs below for more information. 

What's changed?

  • We've added questions to the beginning of the form to better assist in completing the form accurately for those who aren't sure if they need to complete an AFR. 

  • The Units and Compliance team will review and sign off on all submissions before collecting Assessment fees to ensure accurate amounts are paid. 

  • All fields and documents will need to be submitted before submitting for Units and Compliance sign-off 

  • Emails will be sent to the email address used in the "save form" process to advise the status of your AFR once what you've submitted is reviewed.  

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The AFR Checklist

Need help tracking those important documents and assessments? Use our checklist to help you keep up with all necessary items to ensure that your unit's Annual Financial Report is completed correctly. 


Have questions about how to fill out this year's annual financial report? Refer to our frequently asked questions, contact, or call 1-877-641-0878 for more in-depth questions. 

  • Annual Financial Report