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Member benefit allocation sheet

Use only a legally approved pool and method; calculations are manual.

Adapted preparation worksheet, not a prescribed form or completed professional opinion. Type in the yellow areas. Use “Save completed copy” before closing; edits are not uploaded or automatically saved. Keep signed originals where required. Calculations must be completed and checked by the user.

Company record / entry

Period / approval reference
Distributable pool after required appropriations
Approved patronage basis
Total eligible participation
Member / folio / eligible participation
Rate = pool / total participation
Member allocation = rate × participation
Separate withheld-price balance
Tax / authorised deductions
Net payable / payment evidence

Read the guide and legal references