Secretarys

Manual
compiled by the

Most Worshipful Grand Lodge

F. & A. M. of Utah
as a reference guide for the lodges

Edition: 2010
Right Worshipful Brother Lawrence K. Fielden

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Grand Secretary
Edited and Compiled by Brother Robert M. Wolfarth

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Table of Contents
Section

Page

FORWARD.........................................................................................................................................5
DUTIES OF THE SECRETARY.............................................................................................................7
LODGE MINUTES..............................................................................................................................8
LODGE RECORDS..............................................................................................................................9
AMENDMENTS TO THE GRAND LODGE CODE................................................................................14
ANNUAL RETURNS.........................................................................................................................15
LIST OF MEMBERS..........................................................................................................................17
ELECTION CERTIFICATE..................................................................................................................18
PERSONNEL CARDS/FORM 15.........................................................................................................19
NON-AFFILIATED MASONS.............................................................................................................20
APPLICATIONS FOR THE DEGREES..................................................................................................21
SUGGESTIONS TO INVESTIGATING COMMITTEE ..............................................................................23
COURTESY WORK DEGREES AND COACHING................................................................................24
APPLICATIONS FOR AFFILIATION ....................................................................................................25
AFFILIATION: PLURAL MEMBERSHIP WITH OTHER LODGES ..........................................................26
AFFILIATION TO TRANSFER MEMBERSHIP ......................................................................................27
PETITION FOR ADVANCEMENT........................................................................................................28
LIFE MEMBERSHIP..........................................................................................................................29
DIMITS OF MEMBERS.....................................................................................................................30
I. Outright Termination of Membership.................................................................................30
II.
Termination of Membership After Affiliation with Another Lodge................................30
SUSPENSION FOR NON-PAYMENT OF DUES (NPD)........................................................................31
RENUNCIATION...............................................................................................................................32
SUMMONS.......................................................................................................................................33
WAIVERS OF JURISDICTION............................................................................................................34
RESTORATION.................................................................................................................................36
HIRAM AWARD...............................................................................................................................37
HONORS AND MEMORIAL ROLL .....................................................................................................38
WIDOWS PINS.................................................................................................................................39
DISPENSATIONS..............................................................................................................................40
LODGE INSURANCE........................................................................................................................41
DUTIES OF THE TREASURER...........................................................................................................42

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Table of Forms
Form

Page

GLAREP FORMS
CERTIFICATE OF INSTALLATION OF OFFICERS OF A LODGE............................................................44
ANNUAL RETURN...........................................................................................................................45
PAST MASTERS AND PLURAL MEMBERS........................................................................................46
DEGREES SINCE LAST RETURN......................................................................................................48
SUSPENSIONS, DEMITS, DEATHS.....................................................................................................50
COURTESY WORK...........................................................................................................................52
RECAPITULATION SHEET................................................................................................................53
FINANCIAL STATEMENT..................................................................................................................54
SECRETARIAL FORMS
APPLICATION FOR CGS PLURAL MEMBERSHIP...........................................................................56
APPLICATION FOR CGS TRANSFER MEMBERSHIP.......................................................................57
BY-LAW AMENDMENT....................................................................................................................58
CERTIFICATE OF PROXY APPOINTMENT CREDENTIALS..................................................................59
CERTIFICATES FOR REPRESENTATIVES TO THE GRAND LODGE......................................................60
CGS PLURAL MEMBERSHIP........................................................................................................61
CGS TRANSFER MEMBERSHIP....................................................................................................63
DEMIT.............................................................................................................................................65
FINAL SUSPENSION LETTER...........................................................................................................66
FORM 15.........................................................................................................................................67
IMMINENT SUSPENSION..................................................................................................................68
IMMINENT SUSPENSION OTHER JURISDICTION............................................................................69
APPOINTMENT TO COMMITTEE OF INVESTIGATION........................................................................70
LODGE FINANCIAL REPORT............................................................................................................72
MINUTES EA...............................................................................................................................73
MINUTES FC................................................................................................................................75
MINUTES MM.............................................................................................................................77
MINUTES STATED MEETING........................................................................................................79
NOTICE OF ELECTION TO AFFILIATE...............................................................................................80
NOTICE OF ELECTION TO RECEIVE THE DEGREES..........................................................................81
PETITION FOR ADVANCEMENT........................................................................................................82
PETITION FOR DISPENSATION TO FORM A NEW LODGE.................................................................83
PETITION FOR RESTORATION..........................................................................................................84
RECOMMENDATION OF A PETITION TO FORM A NEW LODGE........................................................85
RENUNCIATION...............................................................................................................................86
REQUEST TO CONFER DEGREES.....................................................................................................87
REQUEST TO CONFER DEGREES OTHER JURISDICTION...............................................................88
RESOLUTION AUTHORIZING PROXY APPOINTMENT.......................................................................89
SUMMONS.......................................................................................................................................90
WAIVER OF JURSIDICTION..............................................................................................................91

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FORWARD
Dear Brother Secretary,
You have been elected or appointed Secretary of your Lodge. Congratulations!
There are few offices which are more critical to the smooth operation of the
Lodges daily activities.
By accepting the office of Secretary, you have assumed a solemn obligation to
every member thereof. In addition you have pledged yourself to the faithful
performance of specific duties and the discharge of definite responsibilities.
The Secretary is usually a repetitive or continuing officer, therefore it is of
the utmost importance that he have a thorough knowledge of our Masonic
Laws and procedures, because he will frequently find the various Masters,
from year to year, relying and depending upon his knowledge and seeking his
assistance. As Secretary, however, you should always keep in mind that it is
your duty to conform to the requests and/or directions of the Master, who is
the chief executive officer in all matters pertaining to the Lodge.
The purpose of this Guide is to assist the Lodge Secretary in the performance
of the mechanics of his office by incorporating herein what, hopefully, will be
answers to the many questions which may arise with respect to your work as
Lodge Secretary. We sincerely hope that each Secretary will find this Guide a
valuable aid in making his job more effective and less arduous. We would also
call your attention to the fact that your Grand Lodge Office is always available
to further assist you should the need arise.
In addition to your prescribed duties 1, a summary of suggested commendable
characteristics which every Secretary should develop and adopt are as follows:
1.

Always be on hand for every meeting.

2.

Be absolutely honest and forthright in every facet of your work.

3.

Conform to ritualistic requirements, as do other Lodge officers.

4.

Be courteous and dignified.

5.

File all Lodge records carefully, efficiently, and on time.

6.

Read and speak in a clear and audible voice.

7.

Maintain clear, complete, accurate, and up-to-date records.

8.

Write plainly and legibly. Use a computer whenever possible.

9.

Insist that the Lodge books be audited every year.

10. Remember that whatever is recorded becomes valuable history in the years
which follow.
11. Store all Lodge records in a secure and, if possible, fireproof place.
12. Maintain a good relationship with the Grand Secretary's office by
answering correspondence promptly and submitting the required reports
and returns on a timely basis.
1

Utah Grand Lodge Code, Sec. 3-4-16.

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13. Maintain a good relationship with other Lodge Secretaries by answering

their inquiries promptly and by paying particular attention to the issuance
of dimits when requested.
14. Periodically review the Grand Lodge Code, Section 3-4-16, which lists the
duties of the Lodge Secretary, and also review the portions of the duties of
the Grand Secretary as they relate to your Lodge and your
responsibilities. 2
15. Develop a warm attitude toward your secretarial responsibilities. Enjoy
your work. It is a commitment for good and if done well, will long be
remembered and appreciated by your brothers that follow.
Throughout this Guide, "Lodge" and "by Lodge action" are mentioned several
times. These do not refer to the Guide, but to members of the Lodge as a
whole, more particularly, those Lodge members present at that particular
stated meeting.
Please also note that throughout this Guide, there are references to the Grand
Lodge Code. It is possible that the current Grand Lodge Code reflects updated
information which has not yet been incorporated into this Guide. It is your
responsibility to be familiar with and govern yourself according to the current
Grand Lodge Code. Should there be a discrepancy between this Guide and the
Code, the By-Laws and Regulations of the M. W. Grand Lodge of Free and
Accepted Masons of Utah, or other such documents, those official documents
takes precedence over this Guide.
Sincerely and fraternally,

Lawrence K. Fielden
Grand Secretary

GLC, Sec. 2-2-4.

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DUTIES OF THE SECRETARY

The Secretary shall have the following duties: 3
To record all proceedings of the Lodge proper to be written including its
current receipts, disbursements, and all financial reports, and to submit
such record to the Lodge at its next regular meeting for approval or
correction, and to the Master for his signature, but minutes cannot be read
and approved unless regularly entered in permanent form.
To prepare and transmit a copy of such record, or any part thereof, to
Grand Lodge or to the Grand Master, when required to do so.
To collect and receive all monies due the Lodge, giving his receipt thereof,
and pay them promptly to the Treasurer, taking his receipt for the same.
To make to the Lodge an annual report of its work, of the condition of its
accounts with its officers and members, and of all other matters relating to
its finances and business which may be under his care.
To keep a cash book and ledger, and such other books as are required by
and described in these Regulations.
To keep the seal of the Lodge, and to affix it with his attestation to all
papers issued under authority of the Lodge, or in obedience to the
requirements of Grand Lodge.
To preserve the By-Laws of the Lodge, the Book of Constitutions, By-Laws
and Regulations of Grand Lodge, its published Proceedings, Rituals, and the
Book of Ceremonials.
To notify any member of the Lodge who may have been suspended,
expelled, or reinstated immediately after the action of the Lodge, and also
to notify the Secretary of any other Lodge of which such suspended or
expelled member is a member as shown by the Lodge records of the fact of
such suspension, expulsion, or reinstatement.
To study the rules and forms prescribed by Grand Lodge, and to keep the
records, books, and other papers in accordance therewith.
To include in his annual returns to the Grand Secretary the names of
members of the Lodge who have died during the year and submit to the
Grand Secretary a certified copy of the initiation, passing, raising of all
candidates for the degrees, and of their proficiency in the catechism of the
Master Mason Degree.
To provide a bond as provided in these Regulations.
To submit an annual "Historical Data Sheet" with his annual report to the
Grand Lodge Secretary.

GLC, Sec. 3-4-16.

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LODGE MINUTES
Lodge minutes are vital to recording the everyday Lodge activities and should
be given special attention. They should be concise, accurate, and detailed
enough that future Lodge historians can glean meaningful history from the
minutes. Donations to the Lodge, special awards, Lodge repairs, and building
improvements should be included with appropriate background. Some Lodges
sacrifice meaningful minutes for brevity because they cannot or will not
tolerate listening to lengthy minutes. This is a grave disservice to Lodge
history. Minutes should be concise and yet still cover the events and actions of
the Lodge.
Proper Lodge minute decorum should be followed as it pertains to the
performance and recording of Lodge ritual work. Careful reading of the
following section will provide excellent insight.
Communications from the Grand Master MUST be read at the first regular
meeting after receipt, and recorded in full in the Minutes of that meeting. 4
Minutes should designate the meeting as Regular or Special as the case may
be. Lodge meetings are called meetings, while those of the Grand Lodge are
called communications.
The Grand Master opens a Lodge in ample form. His Deputy in due form. A
Worshipful Master in form. Thus, most of your meetings will be opened and
closed in form.
If during the meeting the Grand Master or an elective Grand or an elective
Past Grand Officer from a sister Grand jurisdiction, or a distinguished Mason
from abroad visits the Lodge, state the particulars of his reception and a
synopsis of the addresses delivered on the occasion, etc.

GLC, Sec. 3-2-3.

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LODGE RECORDS
From time to time the question arises as to which records and papers of the
Lodge must be retained and which may be disposed of. To a great extent this
will vary depending upon the individual Secretary and the amount of file
drawer space and storage space he has available to him.
Certain records and documents, especially those which are considered to be
Lodge property must be kept on a permanent basis. Others might be
considered as being only of temporary importance and could be disposed of
after a period of a few years, while still others which have no continuing or ongoing value after they have received appropriate attention, and where they are
not required for possible future reference, may be disposed of almost
immediately.
It is suggested that those records and papers appropriate to destroy should be
disposed of by burning or shredding. Using this method precludes the
possibility of any confidential or private lodge matters being exposed to the
view of noninterested persons.
It is suggest that a file folder be set up and maintained for every member and
candidate. These folders might be kept in an active and inactive file, such files
to be stored in a fire-resistant cabinet. In each member folder would be kept
the application, demit, discontinuance or other document by which that
member transferred to or came from another lodge. Any correspondence
applying to such a member which contains information of a future value should
also be kept in the member's file folder such as that pertaining to awards,
newspaper recognition, etc. When a member becomes inactive (death, demit,
suspension, etc.) his membership or ledger card, and Form 15, could also be
transferred to his file folder and the file folder then transferred to the inactive
file.
It is further suggested that any documents or correspondence of future value
pertaining to such applicant or candidate be kept therein.
The table on the following pages is provided for your guidance.

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TYPE OF RECORD

MINIMUM RETENTION PERIOD

ACCOUNTING AND FISCAL

ACCOUNTING
Bank Deposit Records..................................................................................................7 years
Bank Deposit Slips........................................................................................................7 years
Bank Reconciliation Papers..........................................................................................7 years
Bank Statements..........................................................................................................7 years
Checks Paid and Canceled...........................................................................................7 years
Financial Statements..............................................................................................permanent
Journals and Ledgers..............................................................................................permanent
Paid Vouchers, Bill Invoices.................................................................7 years after payment
Secretary and Treasurers Reports.........................................................................permanent
AUDIT REPORTS
Government Audits...................................................................indefinite, review in five ears
Internal Audits............................................................................................................10 years
Prepared by outside source.......................................................................................10 years
EXPENDITURE REQUESTS
Officers, Committees, etc.....................................................................3 years after payment
REVOLVING FUNDS
Petty Cash, Secretaries, Wardens........................................................3 years after payment
ADMINISTRATION
Blood Bank Reports...........................................................................active life plus one year
Certificates of Election...............................................................................................optional
Charity Records......................................................................................................permanent
Charter and Approved Amendments.....................................................................permanent
Committee
Records..................................................................................................................optional
Reports................................................................................................................active life
Correspondence
Accounting..............................................................................................................5 years
Administration........................................................................................................3 years
Audit and Budget....................................................................................................5 years
General....................................................................................................................3 years
Government........................................................................................................active life
Grand Lodge Directives.................................................................active life plus 6 years
Grand Lodge Informational................................................................................active life
Insurance................................................................................................................6 years
Invitations...........................................................................................................active life
Legal...............................................................................................active life plus 6 years
Masonic Service Bureau.....................................................................................active life
Membership......................................................................................................permanent
Property............................................................................................................permanent
Tax.....................................................................................................................permanent
Dispensations.......................................................................................active life plus 2 years
Forms........................................................................................................................active life
Forms History File.................................................................................................optional
Grand Lodge Publications, Rosters, etc..................................................................active life
Grand Master's Directives...................................................................active life plus 6 years
Grand Master's Information Notices.......................................................................active life
Grand Master's Proclamations.................................................................................active life
Grand Lodge Reports

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Annual Returns.................................................................................................permanent
Insurance
Accident Claims....................................................................................................10 years
Accident Reports..................................................................................................10 years
Active Policies.........................................................................................................8 years
Expired or Canceled Policies..................................................................................8 years
Bid Proposals....................................................................................................permanent
Lodge Books
Minutes.............................................................................................................permanent
Tyler's Register.................................................................................................permanent
Roll Book (Personnel Register).........................................................................permanent
By-Laws and Approved Amendments....................................................................permanent
Mailing Permits........................................................................................................active life
Postage Meter Statements...........................................................................................2 years
Registered Mail Receipts for Members.................................................................permanent
Registered Mail ReceiptsMiscellaneous..........................................active life plus 3 years
Rejection for Membership Notices........................................................................permanent
Sojourner Funerals
Correspondence......................................................................................................2 years
Printed Memorials..................................................................................................2 years
Standing Resolutions..............................................................................................permanent
Adopted by The Lodge......................................................................................permanent
Adopted by The Lodge, Approved by Grand Lodge.........................................permanent
BUILDINGS PROPERTY AND EQUIPMENT
Deeds and Titles.....................................................................................................permanent
Mortgage..................................................................................................................active life
Damage Reports...........................................................................................................7 years
Depreciation Schedules..........................................................................................permanent
Maintenance and Repair Records..............................................................................10 years
Tax Records.............................................................................................................permanent
Equipment Bill of Sale, or Purchase......................................................................permanent
Equipment or Property Lease Records..................................................................permanent
EMPLOYEES (Paid)
Accident Reports and Injury Claims.............................................10 years after termination
Employee Files and Service Record.......................................................................permanent
Pay Checks-Canceled....................................................................................................7 years
Payroll Correspondence...............................................................................................3 years
Payroll Journals/Ledgers............................................................................................20 years
Social Security Records and Taxes........................................................................permanent
Workers Compensation Claims............................................7 years after disposition of case
Withholding Exemption Certificates (W-4).....................................2 years after superseded
W-2 Forms.....................................................................................................................4 years
GRAND LODGE ANNUAL COMMUNICATIONS
Announcements, Information, etc............................................................................active life
Biography of proposed Junior Grand Warden.........................................................active life
Expense Reports.........................................................................................................optional
Proceedings............................................................................................................permanent
Reports, Grand Master, Grand Orator, etc.................................................................optional
Resolutions, Advance Notice....................................................................................active life
INVESTMENTS AND SECURITIES
Stocks, Bonds, and other Securities...................................................active life plus 6 years
Stocks, Bonds, and other SecuritiesCanceled..........................................................3 years

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LEGAL (Federal, State, Civil)

Affidavits.....................................................................................................................10 years
Claims and Litigation...........................................................6 years after disposition of case
Contracts..............................................................................................active life plus 6 years
Copyrights and Trademarks...................................................................................permanent
Legal Opinions...................................................................................active life plus 20 years
License, Federal, State, Local................................................................................permanent
Tax Records, Audits, Returns, Reports, Correspondence, (lncluding Social Security)
.................................................................................................................................permanent
MASONIC LAW (Masonic Trials)
Appeals Records and Correspondence..................................................................permanent
Charges...................................................................................................................permanent
Correspondence......................................................................................................permanent
Evidence..................................................................................................................permanent
Record of Verdict and Proceedings........................................................................permanent
MEMBERSHIP
Application for Affiliation
Application........................................................................................................permanent
Correspondence................................................................................................permanent
Credit Reports...................................................................................................permanent
Investigation Reports.......................................................................................permanent
Written Objections............................................................................................permanent
Applications for Awards, Certificates, and Diplomas..............................................active life
Application for Degrees
Application........................................................................................................permanent
Correspondence................................................................................................permanent
Credit Reports...................................................................................................permanent
Investigation Reports.......................................................................................permanent
Written Objections............................................................................................permanent
Certificate of Good StandingRecord of Issuance...............................................permanent
Certificate of Good StandingReceived from Other Lodges................................permanent
Dues Receipts...............................................................................................................7 years
Funeral Service, Notices, Correspondence, Printed Memorials, etc...................permanent
Jurisdiction Notices................................................................................................permanent
Life Membership Records......................................................................................permanent
Life Membership Resolutions and Amendments...................................................permanent
Mailing Lists and Rosters.........................................................................................active life
Demit, Record of Issuance.....................................................................................permanent
Demit, Received from Another Lodge....................................................................permanent
Members Records, Active......................................................................................permanent
Members Records, Deceased.................................................................................permanent
Members Records, EA, FC, Includes Suspension/Non-Advancement..................permanent
Member Records, Inactive.....................................................................................permanent
Requests for Withdrawal........................................................................................permanent
Suspension & Expulsion (Notices and Records)...................................................permanent
PUBLIC RELATIONS
Biographies.................................................................................................................optional
Bulletins and Trestleboards........................................................................................optional
Cornerstone Ceremonies
Requests..............................................................................................................active life
Records Reports................................................................................................permanent
Historical Scrapbooks, Clippings, etc....................................................................permanent

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Masonic Educational Material....................................................................................optional

Mortgage Burning Ceremonies..................................................................................optional
Press Release................................................................................................................5 years
Speech Material..........................................................................................................optional
SUPPLIES AND PARAPHERNALIA
Correspondence........................................................................................................active life
Delivery Records...................................................................................active life plus 1 year
Delivery, Freight and Postage Bills.........................................................tax year plus 1 year
Packing Lists (Incoming).......................................................................active life plus 1 year
Paraphernalia Records Inventory.................................................................until superseded
Purchase Orders to Suppliers...............................................................active life plus 1 year

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AMENDMENTS TO THE GRAND LODGE CODE

All proposed amendments to the Grand Lodge Code By-laws and Regulations
shall be submitted in writing to the Grand Lodge Secretary at least forty-five
days before the next annual communication. At least thirty-five days before
such annual communications of Grand Lodge, the Grand Secretary shall
transmit to the Secretaries of the several constituent Lodges of this
jurisdiction, and to members of the Jurisprudence Committee of Grand Lodge,
copies of any such proposed amendments. The Jurisprudence Committee shall
ensure that the proposed amendment or change is in proper form for
presentation to the Grand Lodge.

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ANNUAL RETURNS
Two copies of these forms are sent to you on which to make your Annual
Return to Grand Lodge. It is the duty of the Lodge to transmit to the Grand
Secretary on or before January 10 of each year its Annual Returns, covering a
period of January 1, to December 31, inclusive, in such form as the Grand
Secretary shall provide, which shall embrace a list of officers and members,
whose names must be given in full, of initiations, passings, raisings,
admissions, demissions, suspensions, expulsions, restorations and deaths, with
their respective dates, together with such other matters as the Grand
Secretary may require, which returns shall be signed by the Master and
Secretary and attested under the seal of the Lodge; and with such annual
returns it shall pay to the Grand Secretary all sums due Grand Lodge. 5 No
Lodge shall be entitled to representation in Grand Lodge unless the provisions
prescribed in this section have been complied with, and if a Lodge fails or
refuses to comply with them for two successive years its charter shall be
subject to forfeiture as provided in the Grand Lodge Code of regulations. 6
When using these forms, please type or print information LEGIBLY.
From the cards (Form 15) on which you report to the office of the Grand
Secretary all changes in membership that occur in your Lodge, in conjunction
with the Annual Return, a record is maintained in Grand Lodge office of all
members in this jurisdiction, as provided for under GLC, Sec. 2-2-4. To keep
such records current and accurate, the cooperation of all Lodge Secretaries is
necessary and urgently requested.
The Annual Returns forms consist of the following:

LIST

OF

MEMBERS

The Grand Lodge sends to each Lodge Secretary a list of the Lodge's
members, in alphabetical order, as held in the Grand Lodge Record, and asks
the Lodges to update the list and return it, making any additions, spelling
corrections, and deletions required. Cross out names to be deleted with a
yellow marker, and note the appropriate reason to the side, i.e., death, NPD,
etc. Type or write names to be added in red pencil or ink, with appropriate
reason noted, i.e., new MM, affiliated, dual membership, etc.

CERTIFICATE OF INSTALLATION
(GLAREPIN F ORM)

OF

OFFICERS

OF A

LODGE

The GLAREPIN Form is a list of the new Lodge elected officers, phone
numbers, e-mail and mailing addresses. Show names in full; include ZIP
codes in addresses. Transmit this information to the Grand Lodge Secretary
no later than five days after these officers have been installed.

ANNUAL RETURN (GLAREP4 F ORM)

5

GLC, Sec. 2-5-3.

By-Laws and Regulations, Title III, Chapter II, Sec. 3-2-1.
Page 16 of 96

This is a list of the current year's officers, elected and appointed. Forward
one copy to the Grand Secretary, and keep one on file with the Lodge.

PAST MASTERS

AND

PLURAL MEMBERS (GLAREP6 F ORM)

All living Past Masters (in the order of their seniority in office), dual/plural
members, members who affiliated this year, and members who were
reinstated this past year should be listed on the page indicated. Please
indicate any Past Masters, and give name of Prime Lodge and other Lodge(s).

DEGREES SINCE LAST RETURN (GLAREP7 F ORM)

Names of brethren who have been initiated, passed, and raised since the last
Annual Return. This Form also includes the names of those EAs and FCs who
were dropped during the year.

SUSPENSIONS , DEMITS, DEATHS (GLAREP8 F ORM)

Names of members who have been suspended, demitted, or died this past
year. Please indicate if each any listed is a Past Master. For those suspended,
list the cause. For those who demitted, indicate if they affiliated with another
Lodge, and if known list its name.

COURTESY WORK (GLAREP9 F ORM)

Degrees and funerals conducted for other Lodges.

RECAPITULATION SHEET (GLAREP10 F ORM)

Membership recapitulation sheet; dues and fees payable to the Grand Lodge.

FINANCIAL STATEMENT (GLAREP11 F ORM)

Financial statement and signature page.
These forms are sent to the Lodge Secretary in duplicate during the latter part
of December each year and call for information pertaining to the calendar year
ending December 31. One copy may be retained for Lodge records; the other
must be completed and returned to the Grand Lodge Secretary no later than
January 15.

Page 17 of 96

LIST OF MEMBERS
A Grand Lodge computer listing of your Lodge membership is provided
annually by the Grand Lodge office for your convenience.
Please correct misspelled names on this list and return the corrections to the
Grand Lodge office, or correct them in the ROLLS system. Cross out names to
be deleted with a yellow marker, and note the appropriate reason to the side
(deceased, NPD, etc.). Write names to be added in red (pencil or ink), with
appropriate reason noted to the side (affiliated, plural, etc.).

Page 18 of 96

ELECTION CERTIFICATE
Each November, every Lodge Secretary is asked to certify the election and
installation of officers for his Lodge. This is done by filling out the election
certificate and returning it to the Grand Lodge Secretary no later than five
days after the installation of officers. If all officers are not installed for some
reason, so indicate. Write or type all given names in full.

Page 19 of 96

PERSONNEL CARDS/FORM 15
Each Secretary is to maintain a file of Form 15s, one for each member. Send a
new Form 15 to the Grand Secretary each time a new Master Mason is
declared proficient in his MM catechism. Whenever a change of address occurs
thereafter, send a new Form 15 to the Grand Secretary. And finally, at the
death, suspension, or demit of a member, appropriately annotate the final
Form 15 and send it to the Grand Secretary.
Rather than requesting Form 15s for each address change, the Grand
Secretary is receptive to receiving a quarterly address change update. This
will conserve forms and is simpler for the Lodge Secretary. It is also important
to note that if you enter all of the appropriate information into the ROLLS
system on-line in a timely manner for each update listed above, submitting a
Form 15 is not necessary for these activities.

Page 20 of 96

NON-AFFILIATED MASONS
It is contrary to the spirit and precepts of Masonry for a Mason not affiliated
with a Blue Lodge to reside within the jurisdiction of a Lodge without making
an effort to become a member thereof. 7
The following text shall be printed on the back of each demit granted in this
jurisdiction:
A non-affiliated Mason sojourning in this Grand jurisdiction shall have the
privilege of visiting Lodges for a period of six months. Unless such nonaffiliate shall petition some Lodge for membership within thirty days
thereafter, and if rejected shall contribute to some chartered Lodge in this
Grand jurisdiction its regular dues, he shall be debarred from Masonic
rights and privileges as follows:
FIRST

He shall not be allowed to visit any Lodge.

SECOND He shall not be allowed to appear in any Masonic Procession.

THIRD

He shall not be entitled to Masonic charity.

FOURTH He shall not be entitled to Masonic burial.

FIFTH

7
8

He shall be deemed a drone in the hive of Masonry and unworthy

of the protection of Masons. 8

GLC, Sec. 3-11-1.

GLC, Sec. 3-11-2.
Page 21 of 96

APPLICATIONS FOR THE DEGREES

All petitions for the degrees or for membership by affiliation shall be in
writing, signed by the applicant with his own hand, with his name in full and
shall state his place of birth and present residence, age, occupation, and such
other facts as are called for in the form adopted by Grand Lodge. Every
question on the petition must be answered before it can properly be received
by the Lodge. Petitions for the degrees shall be accompanied by a sum not less
than the fee prescribed in its By-Laws for the Entered Apprentice Degree. 9
Whenever a Lodge holding concurrent jurisdiction receives an application for
the degrees or for affiliation, it shall immediately send notice to all other
Lodges with which it shares such jurisdiction, giving the name, age, residence,
occupation, references and recommenders of the petitioner. This notice shall
be read in all such Lodges. 10
An applicant for the degrees of Masonry (in this jurisdiction) must first meet
the Utah residency requirement of six months and have lived within the
jurisdiction of the Lodge for at least six months. He must complete the
application form, answer all questions in full, and sign the form in his own
hand. At least one of the recommenders shall have known the applicant
personally for at least six months.
After the application is received, it will be read at the first regular meeting
thereafter, and the Master will assign an investigating committee. The
committee's report being returned, the petition will be balloted upon one
month from the time it is first read. Upon receiving a ballot result, the
Secretary will inform the candidate of his rejection or election, and advise him
when to report for initiation.
The fees for the three degrees are set forth by the Lodge By-laws and are
payable in advance. The Fellow Craft degree will not be conferred until the fee
has been paid. Likewise the Master Mason degree. A Lodge may retain the
Entered Apprentice fee of a candidate elected to receive the degrees, if he
does not present himself for initiation within a period of twelve months after
election. 11
Unless dispensation is received from the Grand Master or if the degrees are
received through an accelerated class program, two weeks shall elapse
between the conferring of each of the degrees upon a candidate. 12
No candidate shall be advanced to the second or third degree until after he
shall have passed a satisfactory examination as to his proficiency in the
catechism of the preceding degree. 13
Immediately after the meeting in which a Master Mason is raised, the
Secretary will so notify the Grand Secretary. 14
GLC, Sec. 3-7-3.
GLC, Sec. 3-6-11.
11
GLC, Sec. 3-7-29.
12
GLC, Sec. 3-8-5.
13
GLC, Sec. 3-8-7(a).
14
See GLC, Sec. 3-2-1, eighth.
9

10

Page 22 of 96

Any candidate for the three degrees who has been rejected in a Lodge in this
jurisdiction may renew his application, after the expiration of six months from
the date of such rejection, to the same Lodge, or to any other if he has resided
within its jurisdiction the lawful length of time.
Any member of a Lodge of this jurisdiction may raise well-grounded objections
to the initiation or advancement of candidates in such Lodge. An objection to
the advancement of an Entered Apprentice or a Fellow Craft, when made by a
Mason who is not a member of the Lodge, will not be considered valid unless
the objector prefers charges. 15
If any member of the Lodge shall express to the Master any objection to the
initiation of a candidate, even after such candidate shall have been elected,
such objection shall be respected, nor shall the objector's reasons be
demanded by the Master or the Lodge, or his name be made known. The fact of
the objection shall be entered in the Minutes, and shall be the equivalent of a
negative vote. The fee accompanying the petition shall immediately be
returned to the petitioner with a notice of his rejection. 16

15
16

GLC, Sec. 3-7-23.

GLC, Sec. 3-7-24.
Page 23 of 96

SUGGESTIONS TO INVESTIGATING COMMITTEE

The following text should be distributed to members of the Investigating
Committee:
The best interests of the Masonic fraternity demand a prompt and careful
investigation of the character and standing of those seeking admission.
Many points other than those listed here will suggest themselves to you in
your investigation.
A personal interview with the applicant is desirable. It is proper either to
call on him or to ask him to get in touch with you.
Always contact his recommenders and those to whom he refers.
Satisfy yourself of his mental and physical ability to earn a livelihood, to
conform substantially to the ceremonies and to be instructed in the
mysteries of Masonry.
Check carefully on his residence. One may have been employed and lived in
the city for more than six months and yet not have established legal
residence. The residence of an applicant for the degrees is defined to be
his permanent settled domicile, or fixed abode, from choice; and, as a rule,
is identical with his legal residence. 17
Ascertain his credit standing if possible. Is he a man of his word? Is he
intemperate or an habitual gambler? Make a general inquiry among his
friends, neighbors, and business associates.
If married , is the applicant living with and supporting his family? Does his
wife approve the idea of his entering the fraternity? Not always will it be
necessary to interview the wife, but in some cases it may be essential. Use
your judgement after the interview with the applicant. If his parents are
living, what is their attitude in the matter? Usually this can be determined
by questioning the applicant.
If the applicant has resided in other parts of this state or within the past
few years resided in another state, the first named on the committee should
write or contact the Secretary of the Lodge there for a report on his
character and previous conduct while in that community.
RETURN THE COPY OF THE PETITION WITH YOUR REPORT.

17

GLC, Sec. 3-6-12.

Page 24 of 96

COURTESY WORK DEGREES AND COACHING

A Lodge may, at the duly authenticated request of a sister Lodge of this or any
other Grand Jurisdiction, confer a degree, or degrees, upon a candidate of the
requesting Lodge, and in such a case, the Lodge can have no jurisdiction over
the candidate it has thus advanced. All such requests, to or from foreign Grand
Jurisdictions, must be approved by the Grand Master or the Grand Secretary,
the better to determine the regularity of the Lodge asking for such courtesy. 18
Courtesy coaching of a candidate shall fall under the same criteria as indicated
above. The Request to Confer the Degrees form is used for this purpose.

18

GLC, Sec. 3-8-9.

Page 25 of 96

APPLICATIONS FOR AFFILIATION

Any Master Mason in good standing, against whom no Masonic charges are
pending and who holds membership in a Lodge under the jurisdiction of a
Grand Lodge recognized by the Grand Lodge of Utah, is eligible to apply for
affiliation with any Lodge in this jurisdiction. The Master Mason so applying
for affiliation need not have resided within Utah for any specified length of
time.
No Lodge shall charge a fee for affiliation. 19
All petitions for membership by affiliation shall state the name, number, and
location of the Lodge of which the applicant is or was last a member, and the
name of the Grand Lodge under which it is or was working; also the name of
the Lodge in which he received the Entered Apprentice Degree. 20
If the applicant is only a member of one other Lodge in this jurisdiction and
wishes to affiliate with your Lodge, he may do so by following the steps
outlined below:
Complete the Petition for Affiliation. The applicant should be instructed
about paying dues in both Lodges, and that if he defaults in one Lodge, he
will default in all Lodges.
The applicant must show a current dues card for another Lodge in this
jurisdiction, and submit with his petition a Certificate of Good Standing For
the Purpose of Obtaining a Plural Membership.
Immediately after the meeting at which the candidate is elected to affiliate,
the Secretary will notify the Grand Secretary of such action. 21

GLC, Sec. 3-7-27.

GLC, Sec. 3-7-8.
21
GLC, Sec. 3-2-1, eighth.
19
20

Page 26 of 96

AFFILIATION: PLURAL MEMBERSHIP WITH OTHER LODGES

A member of a Lodge in any other jurisdiction recognized by this Grand Lodge
whose laws permit the same may affiliate with a Utah Lodge without dimission
from such other lodge, and a member of a Utah Lodge may affiliate with other
Utah Lodges and may affiliate with as many Lodges as he desires outside the
Jurisdiction of Utah whose laws permit the same, without dimission from any
other Lodge of which he may be then a member. 22
A member who desires to become a plural member of another Lodge can do so
by following the instructions:
The applicant submits an Application for a Certificate of Good Standing for
the Purpose of Obtaining Plural Membership (or its equivalent in another
jurisdiction) to his home Lodge.
The home Lodge issues a Certificate of Good Standing for the Purpose of
Obtaining Plural Membership.
Upon election into the new Lodge, that Secretary fills out the second
section of the Certificate, stamps it with the Lodge Seal, and returns it to
the original Lodge, who annotates his Lodge record and forthwith notifies
the Grand Lodge Secretary of such action. The new Lodge may keep a copy
of the Certificate in its records.
When a member becomes a member of two or more Lodges, he is obligated to
pay dues in each of them. In this Jurisdiction, if he defaults in any one of those
lodges for non-payment of dues and is therefore dropped for NPD in any one of
the Lodges, after proper notification by that Lodge, all other Lodges are
obligated to drop him also . It is therefore important that a candidate be so
advised when he is applying for a dual membership. Some Master Masons feel
that as long as they pay in one Lodge they do not have to pay in the other.
They are then embarrassed after defaulting in one Lodge and being dropped
by all.
Membership in a constituent Lodge can be terminated only by dissolution of
the Lodge; by voluntary formal demission therefrom; by becoming a charter
member of a new Lodge; by suspension or expulsion; or by death. 23

22
23

GLC, Sec. 3-6-3.

GLC, Sec. 3-6-7.
Page 27 of 96

AFFILIATION TO TRANSFER MEMBERSHIP

If an applicant is a member of a Lodge in this jurisdiction and wishes to
affiliate as a transferee (terminate his membership in his current Lodge after
election in the Lodge to which he is submitting the application), the following
steps must be observed:
Complete a Petition for Affiliation (or its equivalent in another jurisdiction)
to the new Lodge.
The applicant must show a current dues card and submit a Certificate of
Good Standing for The Purpose of Transferring Membership.
After election in this Lodge, the Secretary will fill out the second section of
the Certificate, request a demit, and return it to the candidates home
Lodge.
The Secretary will notify the applicant to present himself at the Lodge to
sign the By-laws.

Page 28 of 96

PETITION FOR ADVANCEMENT

The Petition for Advancement must be accompanied by a duly authenticated
certificate or waiver of jurisdiction from the Lodge in which the applicant has
received such degrees; provided, that no Lodge can receive such a petition
unless the applicant is a resident of its territorial jurisdiction at the date of the
petition. 24
Any Entered Apprentice or Fellow Craft whose petition for advancement has
been rejected may renew his petition at any time to the Lodge which rejected
him, or to any other under whose jurisdiction he may reside. 25
See GLC Section 3-7-31 for instructions on how to reinstate an Entered
Apprentice or a Fellow Craft who has been dropped from the rolls of the
Lodge. The same paragraph provides instructions for a candidate who has
moved permanently to another jurisdiction.

24
25

GLC, Sec. 3-7-5.

GLC, Sec. 3-7-20.
Page 29 of 96

LIFE MEMBERSHIP
A life membership may be conferred by any Lodge in this jurisdiction upon
members thereof who shall have regularly paid dues to the Lodge for a period
of twenty-five years, or upon those who, in the judgement of the Lodge, have
rendered valuable services to the fraternity. Any life member of a Lodge is
entitled to a duly authenticated certificate, showing such life membership and
shall also be issued an annual dues card. 26

26

GLC, Sec. 3-6-5.

Page 30 of 96

DIMITS OF MEMBERS
I.

Outright Termination of Membership

Dimits can be issued to Master Masons only. They are not issued to Entered
Apprentices or Fellow Crafts. Entered Apprentices and Fellow Crafts can only
be issued a Waiver of Jurisdiction.
An application for demit shall be made in person, in open Lodge, or by written
application, presented at a regular meeting of the Lodge. If the applicants
dues are paid and there are no charges pending against him, the demit shall
be granted. If these two requirements are met, the Lodge Secretary merely
announces that he has received a request for a demit from the member, his
dues being paid and no charges being pending against him, and the Master
will charge the Secretary to so issue the demit forthwith. There is no
discussion on the matter and there is no vote taken by the members present at
the stated meeting. The issuance of the demit is automatic. It is recorded in
the minutes, reported to the Grand Secretary on Form 15 (or in ROLLS)
immediately, and is included in the Annual Report.
The Secretary will fill out the Demit Certificate. It is signed by the Worshipful
Master and himself, and then sent to the Grand Secretary for his signature and
the seal of the Grand Lodge.
The brother so demitted shall be entitled to a certificate, but should the
Secretary neglect to furnish it, such neglect shall not invalidate the joint
action of the applicant and the Lodge. 27

II.

Termination of Membership After Affiliation with Another

Lodge

A member who desires to terminate his membership in his home Lodge

because he desires to belong to the lodge where he now lives, and does not
desire to be a plural member, should be informed that to ensure no break in
service, the proper procedure is to first obtain a Certificate of Good Standing
from his home Lodge, for the purpose of transferring membership. With that
certificate attached, submit a Petition for Affiliation for the Purpose of
Transferring Membership, to the new Lodge. After he has then been elected to
affiliate with the second Lodge, the Secretary will fill out the bottom portion of
the Certificate of Good Standing, request a demit, attach the Lodge seal, and
mail it to the applicants home Lodge, who will then issue the demit.
The applicant applies to his home Lodge for a Certificate of Good Standing for
the Purpose of Transferring Membership.
The home Lodge then issues a Certificate of Good Standing for the Purpose of
Transferring Membership.
The applicant then submits the Certificate attached to a Petition for Affiliation
to the new Lodge.
Upon election to the new Lodge, the Secretary will fill out the bottom portion
27

GLC, Sec. 3-10.

Page 31 of 96

of the Certificate of Good Standing, stamp it with the Lodge Seal, request a
demit, and forward it to the applicants home Lodge, who will then issue the
demit, thus effecting the transfer of membership without the loss of service
time.
WARNING: Should the applicant first obtain a demit from his home Lodge,
then, apply for affiliation, and by some quirk of fate be rejected, he would no
longer be a Mason until such time as he could successfully affiliate with
another Lodgeresulting in a break of service.

Page 32 of 96

SUSPENSION FOR NON-PAYMENT OF DUES (NPD)

Members delinquent for less than twelve (12) months are in arrears, they are
not eligible to be suspended from your Lodge until they are twelve (12) months
in arrears.
Any member of a Lodge twelve months in arrears for dues and residing within
the jurisdiction of this Grand Lodge shall be notified by the Secretary that
unless within four weeks, or if residing outside this jurisdiction, within eight
weeks, from the date of the regular meeting at which such a delinquency shall
be made known to the lodge, in such manner as the Worshipful Master may
direct, his dues shall be paid, or sickness, or inability to pay be shown as the
cause of such refusal or neglect, he will be liable to suspension from all the
rights and privileges of Masonry. A copy of such notification shall also be
forwarded to the Grand Master via the Grand Secretary's Office. If neither the
forgoing excuses be made, he may, at the first regular meeting, after the
expiration of the specified time, be declared by the Master of the Lodge to be
suspended, unless the Lodge remits his dues or grants further time for
payment. 28
Immediately after the meeting at which the member was declared to be
suspended, the Secretary will so notify the Grand Secretary by sending him a
Form 15 (or update ROLLS) along with a copy of the Suspension Letter.

28

GLC, Sec. 3-12-2.

Page 33 of 96

RENUNCIATION
Any Mason in this jurisdiction, having been identified as having an association
with an organization pretending to be a Lodge of Free and Accepted Masons,
and in fact being a clandestine organization/Lodge not recognized by this
Grand Jurisdiction as regular, will immediately upon being apprised of such
fact, fill out a Renunciation form and file it with his Lodge and the Grand
Secretary.

Page 34 of 96

SUMMONS
Every Summons issued by a chartered Lodge shall be written or printed,
attested by the seal of the Lodge, and signed by the Master and the Secretary.
It shall be served either personally or by registered mail, except as provided in
the Trial Code. The Master shall in every case require due return to be made
upon each Summons of the service thereof.
No general summons shall be issued except for the purposes of importance to
the Lodge or to Masonry.
Every Mason shall faithfully obey, if within his power, a Summons issued by a
Lodge and duly served upon him. For a failure to do so shall be liable to
discipline in the manner provided by law, unless excused for reasons
satisfactory to a majority of the members present at a regular meeting of the
Lodge. 29

29

GLC, Chapter XVI.

Page 35 of 96

WAIVERS OF JURISDICTION
A petition for advancement from Entered Apprentice, or Fellow Craft, received
by a Lodge other than the one which received the original petition, shall be
accompanied by a duly authenticated certificate of Waver of Jurisdiction from
the original Lodge receiving the petition for the degrees; provided that no
Lodge can receive such a petition unless the applicant is a resident of its
territorial jurisdiction at the date of the petition. 30
Such written consent either with respect to a petition for the degrees or for
advancement shall constitute a permanent relinquishment of jurisdiction over
the individual involved in favor of the Lodge to which such consent is given
only in the event that such last mentioned Lodge shall within six months
thereafter receive and act favorably on such petition. 31 As Entered Apprentices
and Fellow Crafts are not members of a Lodge, they cannot be given dimits.
They may; however, be granted a certificate, or waiver of jurisdiction, showing
their status in the Lodge. 32
A Waiver of Jurisdiction is nothing more than a conditional release granted by
Lodge action to an Entered Apprentice, or Fellow Craft Mason of that Lodge
who desires to complete his degree work in some other Lodge within or
without the Jurisdiction of Utah. The Entered Apprentice or Fellow Craft must
request the Waiver in writing and present it for his Lodges action at a stated
meeting. If granted, it becomes the official notice to the designated Lodge that
it is authorized to receive the application of such Entered Apprentice or Fellow
Craft. Waivers are issued only to candidates, not to members, and they apply
only to the release of control exercised by a Lodge over its own candidates.
When a Lodge issues a Waiver of Jurisdiction to a candidate, it permits the
candidate the privilege of transferring to another Lodge for the completion of
his degree work if elected in the other Lodge and thus become a member
thereof.
It should be understood that the Lodge in which a candidate is initiated
(excluding a courtesy initiation) gains and maintains jurisdictional control over
the candidate as long as he remains an Entered Apprentice or Fellow Craft.
Consequently, a waiver of jurisdiction may only be granted by action of the
Lodge at a Stated Meeting. A favorable majority vote of those members
present at the Stated Meeting is required to grant the waiver, and the waiver
must designate the specific recognized Lodge to whom it is being directed.
The Waiver of Jurisdiction, once issued, permits the designated Lodge to act
upon the application of the candidate. If the designated Lodge elects the
candidate, the Secretary must immediately inform the Lodge that issued the
Waiver that the candidate has been elected. If the candidate's fees and
contributions were not previously forfeited, the Lodge granting the Waiver
would issue a check, in the name of the candidate, for the amount his Lodge
charges for the unconferred degree or degrees. The check would be forwarded
to the Secretary of the electing Lodge for transmittal to the candidate.
GLC, Sec. 3-7-5.
GLC, Sec. 3-7-6.
32
GLC, Sec. 3-10-3.
30
31

Page 36 of 96

Should the application of the candidate be rejected by the designated Lodge,

that action is final and the Lodge will notify the candidate of his rejection, and
return any fees he may have paid, that were passed on by the originating
Lodge. He may after six months time has elapsed re-apply for membership in
the same or a different Lodge as the applicant may desire.
If the candidate has been initiated an Entered Apprentice or a Fellow Craft and
then decides not to continue, he will forfeit all fees heretofore submitted. He
may, at a later date, submit to the Lodge a Petition for Advancement. Such a
petition will be acted upon favorably by the Lodge.
If the candidate has moved to another jurisdiction, he may petition his original
Lodge for advancement, giving the Lodge his new location and asking for a
Waiver of Jurisdiction. The Lodge will then act upon the request, either asking
the nearest Lodge to perform courtesy work for them, in furthering the
advancement of this candidate, or sending them a Waiver of Jurisdiction,
granting to them the authority to pursue his advancement.
If after two years has elapsed and the candidate has not presented himself for
advancement to the next degree the Lodge may drop him from their rolls for
lack of interest. 33

33

GLC, Sec. 3-7-6.

Page 37 of 96

RESTORATION
Any member suspended who shall thereafter desire to become reinstated may
do so by submitting a Petition for Restoration after Suspension for NonPayment of Dues, accompanied by the arrearage due at the time of his
suspension. He may also be reinstated if such arrearage is remitted by the
Lodge. In the event of his rejection, the amount of arrearage paid by him will
be refunded. 34
Immediately after the meeting wherein the candidate is elected to be restored,
the Secretary will so notify the Grand Secretary. 35

34
35

See Petition for Restoration after Suspension for NPD.

GLC, Sec. 3-2-1.
Page 38 of 96

HIRAM AWARD
The Hiram Award is the official recognition of a Brother by his own Lodge for
his devoted service to that Lodge and to Masonic Principles in general. It is
intended for the Brother who, year after year, displays his devotion without
receiving special recognition or special honor.
The Brother who has been selected as a Hiram Award recipient is being
singled out as your individual Lodge's choice. This is the highest honor which
can be bestowed upon a member that has unselfishly given of his time, talents
and energy for the betterment of his Lodge and Freemasonry. The real warmth
and pleasure of being chosen for this special honor is most satisfying, because
it comes directly from the Brethren and friends he has accumulated within his
community.
Each dedicated Brother who is selected for this honor, deserves individual
recognition for his numerous years of devoted service. He has earned a few
moments in the spotlight of fame and honor; therefore, it should be conducted
in a most dignified manner. This should be a special night for the honoree and
no other awards or activities should be planned for the evening. It is dedicated
to the honoree only.
Under no circumstances should there be more than one Award given within a
Lodge in any one night, and the Award should be restricted to no more than
one per year. In this manner it becomes that much more prestigious. It is also
not required that a Hiram Award be given every year. This Award should only
go to those most deserving of it, not because the Master wants to have a
Hiram Award presented during his year.
Secret presentations are not recommended. This deprives a Brother from
inviting his friends and family, those besides Masonry who are most important
to him. It could also have serious consequences if the Brother has any
unknown medical problems.
The dinner should he special; not just the regular roast beef and green beans.
The ceremony should likewise be special, and held in the Lodge room, not in
the dining room. It may be necessary to bring chairs from the dining room to
accommodate special guests. A good public address system in the Lodge is
very important; if unavailable, speakers should speak loud enough to be heard.
Remember, the Lodge is where your honoree took his first step as a Mason and
where he had the honor of being made a Master Mason.
The Hiram Award Certificate must be requested from the Grand Secretary's
office at least one month prior to the presentation date. This will allow the
Grand Lodge Office to process the order, and your Hiram Award Committee to
receive and properly inscribe the Certificate. The request must include $3.00
and a brief history of the honoree.
It is imperative that all Lodges send to the Grand Lodge Public Relations
Committee the name of the Lodge presenting the award, the name of the
recipient, including his age, years in Masonry, news events of the evening, and
a single 3.5x5 photograph which will be placed in a book and recorded. Please
type all information being sent.
Each Lodge should have in its file a copy of the Rules, Qualifications and

Page 39 of 96

Requirements, and the proposed presentation ceremony. If not, it can be

obtained from the Grand Secretary.

Page 40 of 96

HONORS AND MEMORIAL ROLL

No brother shall he buried with Masonic Honors unless he was at the time of
his death a Master Mason in good standing. If the request for funeral is for a
brother who is not a member of the Lodge receiving the request, the
Worshipful Master will make appropriate inquiry into the status of the
departed brother. Upon verification of good standing the funeral will be
conducted in proper form, and as though he was a member of the local Lodge.
The Worshipful Master may; however, refuse to give a Masonic burial to a
deceased member or sojourner whose conduct in life reflected discredit upon
the Fraternity. An Entered Apprentice or Fellow Craft shall not be allowed in
the procession as a Mason at a Masonic funeral. 36
A Memorial Roll is a permanent record of and testament to a departed Brother.
It contains the name, age, and residence of the deceased, the name of the
Lodge of which he was a member, and his Masonic record. The Memorial Roll
should not simply be a reproduction of the obituary. Instead, it represents a
tribute to the deceased by the brethren of his Lodge.
As Secretary, you should prepare two copies of the Memorial Roll, one to be
attached to the minutes of the meeting and the other to be placed upon the
casket. The Master should sign both Rolls, and they should be attested by the
Secretary under the seal of the Lodge. The Memorial Roll shall be read at the
public service or at the grave.

36

GLC, Sec. 3-17.

Page 41 of 96

WIDOWS PINS
Widows Pins are provided by some Lodges to the wives of Master Masons who
have died. Widows pins may be presented to the widow of a Master Mason, by
the Worshipful Master, on behalf of the Lodge. He will explain to her the
significance of the pin. The pin may be obtained from McCoy 37 or some other
reputable Masonic supply house.
The Worshipful Master should, wherever possible, present the widow with this
pin. He should at that time explain the significance of the pin, and what it
could mean to her.

37

http://www.macoy.com/
Page 42 of 96

DISPENSATIONS
Certain activities of a Lodge require special dispensation to be granted by the
Grand Master prior to their initiation. The following are examples.
Dispensation to change date of stated meeting. 38
Dispensation to hold a special election for lodge officers. 39 In case any
Lodge shall fail to hold the election as set forth in the Grand Lodge Code
(GLC) an election may be held on another date upon dispensation granted
by the Grand Master.
Dispensation to open lodge in other than regular meeting place. 40
Dispensation to form a new lodge. 41
Seven or more Master Masons in good standing, one of whom must be a Past
Master, may petition for a Dispensation to form a new Lodge. 42
The Grand Master shall, during the recess of the Grand Lodge, have the
following more defined power and authority: He may grant such dispensations
as may be applied for in accordance with the laws of the Grand Lodge. 43
Application to the Grand Master for dispensation may emanate from a Lodge at
a regular meeting by a majority vote of the members voting, or may emanate
from the Master, and may be signed by either or both the Master and
Secretary. The application shall set forth fully and clearly the necessity for the
requested dispensation. Every dispensation shall be entered in the minutes of
the Lodge at the first regular meeting after its receipt. 44

GLC,
GLC,
40
GLC,
41
GLC,
42
GLC,
43
GLC,
44
GLC,
38
39

Sec. 3-3-1.
Sec. 3-4-3.
Sec. 3-3-3.
Sec. 2-7.
Sec. 2-7-1.
Article XII.
Secs. 3-13-1, 3-13-2.
Page 43 of 96

LODGE INSURANCE
It is the duty of every Lodge to have its Temple, furniture, and paraphernalia
insured against loss by fire, and the amount of such insurance shall be given in
the Annual Returns of the Lodge.
Each Lodge shall provide a vault or fire-proof safe for its records, and if unable
to make such a provision, its records and other valuable papers shall be kept
in some place which will secure them against burglary and fire. 45

45

GLC, Sec. 3-2-5.

Page 44 of 96

DUTIES OF THE TREASURER

The Treasurer shall have the following duties: 46
To receive and safely keep all monies and property of every kind which shall
be placed in his hands by the Secretary, or by order of the Lodge, and to
give proper receipt therefor.
To disburse or transfer the same, or any part thereof, upon the order of the
Master, with consent of the Lodge, duly attested by the Secretary.
To keep a book or books which shall contain a correct statement of his
receipts and disbursements on account of the Lodge.
To make to the Lodge an annual report of its receipts, disbursements, and
financial condition.
To perform such other duties pertaining to his office as the By-Laws may
require or the Lodge at any time may direct.
To provide a bond as provided in these Regulations.

46

GLC, Sec. 3-4-15.

Page 45 of 96

FORMS

Page 46 of 96

CERTIFICATE OF INSTALLATION OF OFFICERS OF A LODGE

Hall of

Lodge

F. & A. M. of Utah

To the Grand Secretary of the Grand Lodge of F. & A. M. of Utah:

This is to certify that at a regular meeting of the above named Lodge held on the
day of
, the following Brethren were elected to officer positions, as noted:
, 20
Full Name:

Office:

Street Address:

E-Mail:

City:

State:

Home Phone:

Work Phone:

Worshipful Master
Zip:
Cell Phone:

Full Name:

Office:

Street Address:

Senior Warden

E-Mail:

City:

State:

Home Phone:

Work Phone:

Zip:
Cell Phone:

Full Name:

Office:

Street Address:

Junior Warden

E-Mail:

City:

State:

Home Phone:

Work Phone:

Zip:
Cell Phone:

Full Name:

Office:

Street Address:

Treasurer

E-Mail:

City:

State:

Home Phone:

Work Phone:

Zip:
Cell Phone:

Full Name:

Office:

Street Address:

Secretary

E-Mail:

City:

State:

Home Phone:

Work Phone:

and that on the

Worshipful Brother

day of

Zip:
Cell Phone:

, 20

, they were installed in their respective offices by

in his capacity as
.

The Brethren elected and installed as Worshipful Master, Senior Warden, and Junior Warden are
entitled to represent this Lodge at the Annual Communication of the Most Worshipful Grand Lodge
of Utah, to be held on the 5 th Monday of the new year.

Given under my hand and seal of the above Lodge on this the

day of

, 20

SECRETARY
[seal]

Page 47 of 96

ANNUAL RETURN
FOR THE CALENDAR YEAR 20
Hall of

Lodge

F. & A. M. of Utah

To the Grand Secretary of the Grand Lodge of F. & A. M. of Utah:

Our regular meetings are held on the
in the

e.g., first Friday

of the month at

AM or PM

time

. Our annual rate of dues is: $

name of Temple

We are dark during the month(s)

of

OFFICERS FOR THE CALENDAR YEAR 20

Office:

Worshipful Master

Full Name:

Office:

Senior Warden

Full Name:

Office:

Junior Warden

Full Name:

Office:

Treasurer

Full Name:

Office:

Secretary

Full Name:

Office:

Senior Deacon

Full Name:

Office:

Junior Deacon

Full Name:

Office:

Senior Steward

Full Name:

Office:

Junior Steward

Full Name:

Office:

Chaplain

Full Name:

Office:

Marshal

Full Name:

Office:

Tyler

Full Name:

Office:

Organist

Full Name:

Page 48 of 96

Hall of

Lodge

F. & A. M. of Utah, for the Calendar Year:

LIVING PAST MASTERS

(in order of seniority)
Surname

Given Name

Year

Surname

Given Name

HONORARY MEMBERS
Surname

Given Name

Title (note
if PM)

Page 49 of 96

Prime Lodge and Location

Year

DUAL/PLURAL MEMBERS
Surname

Given Name

Title (note
if PM)

Prime Lodge and Location

Other Lodges and Location

MEMBERS WHO AFFILIATED DURING THE PAST YEAR

Surname

Given Name

Title
(note if
PM)

Affiliation
Date

Lodge and Location Raised

MEMBERS REINSTATED DURING THE PAST YEAR

Surname

Given Name

Title
(note if
PM)

Reinstatement
Date

Page 50 of 96

Remarks

Date
Raised

Date of
Birth

Hall of

Lodge

F. & A. M. of Utah, for the Calendar Year:

BRETHREN INITIATED, PASSED, OR RAISED SINCE LAST RETURN

Surname

Given Name

Initiation
Date

Passing
Date

Raising
Date

Page 51 of 96

Raising
Date

Nativity
(City & State)

Occupation

ENTERED APPRENTICES
ENTERED APPRENTICES AT END OF THIS YEAR
Date
Surname
Given Name
Conferred

Surname

ENTERED APPRENTICES DROPPED THIS YEAR

Date
Given Name
Dropped

Reason

FELLOW CRAFTS
FELLOW CRAFTS AT END OF THIS YEAR
Date
Surname
Given Name
Conferred

Surname

Page 52 of 96

FELLOW CRAFTS DROPPED THIS YEAR

Date
Given Name
Dropped

Reason

Hall of

Lodge

F. & A. M. of Utah, for the Calendar Year:

BRETHREN SUSPENDED SINCE LAST RETURN

Surname

Given Name

Suspension
Date

Cause of Suspension

BRETHREN DEMITTED SINCE LAST RETURN

Surname

Given Name

Demit
Date

Name and Location of Lodge Affiliated With, If Known

Page 53 of 96

BRETHREN WHO HAVE DIED SINCE LAST RETURN

(INDICATE IF PAST MASTER)
Surname

Given Name

Date of
Birth

Date of
Death

Page 54 of 96

Place of Burial

Name and Location of Lodge

Initiated

Hall of

Lodge

F. & A. M. of Utah, for the Calendar Year:

DEGREES CONFERRED FOR OTHER LODGES

Surname

Given Name

EA

Dates Conferred
FC
MM

Lodge and Location for Which Performed

FUNERALS CONDUCTED FOR OTHER LODGES

Surname

Given Name

Date of
Death

Funeral
Date

Place of Burial

Page 55 of 96

Deceased Lodge Name and Location

RECAPITULATION SHEET
FOR THE CALENDAR YEAR 20
Hall of

Lodge

Members reported at end of last year:

F. & A. M. of Utah

Deduct Loses by

Add members omitted by error last year:

Deaths:

Deduct members reported in error:

Demissions:

Corrected membership end of year:

Suspensions NPD:

Gains during current year by

Suspensions Other Reasons:

Raising:

Expulsions:

Affiliations/Plurals:

Total Deductions:

Reinstatements:
Total numbers to account for:

Membership at end of this year:

DUES AND FEES PAYABLE TO GRAND LODGE

Total Master Masons:

times $25.00 each, equals:

Total degrees conferred during year:

times $1.00 each, equals:

Total MM degrees conferred during the year payable

for the George Washington Memorial Fund:

times $1.00 each, equals:

Total due to Grand Lodge:

Page 56 of 96

Hall of

Lodge

F. & A. M. of Utah, for the Calendar Year:

FINANCIAL STATEMENT47
Assets
Lodge Property:
Real Estate:
Lodge Building:
Lodge Equipment:
Other (itemize):

Liabilities
Mortgage on Property:
Bonds Payable:
Notes Payable:
Accounts Payable:
Rent Payable:
Interest Payable:
Other (itemize):

Investments:

Other Assets:
Total:

Total Liabilities:

NET WORTH
Total Assets from Above:
Checking Account:
Savings Account:
CD(s):
Accounts Receivable:
Total Assets:
Total Liabilities:
Net Balance (assets minus liabilities):
47

Do not include next years dues income.

Page 57 of 96

We hereby certify that the foregoing report is correct to the best of our knowledge and belief.

WORSHIPFUL MASTER

SECRETARY

[lodge seal]

Page 58 of 96

APPLICATION
FOR A

CERTIFICATE OF GOOD STANDING

FOR THE PURPOSE OF

OBTAINING PLURAL MEMBERSHIP

, Utah
, 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

, F&AM of Utah:

Brethren,
I hereby apply for a certificate that I am in good standing and not in arrears for dues, nor under charges,
nor indebted in any official capacity to this Lodge, for the purpose of obtaining plural membership with
Lodge

located at

Fraternally yours,

SIGNATURE IN FULL

PRINT FULL NAME

APPLICATION
FOR A

CERTIFICATE OF GOOD STANDING

FOR THE PURPOSE OF

TRANSFERRING MEMBERSHIP
, Utah
, 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

, F&AM of Utah:

Brethren,
I hereby apply for a certificate that I am in good standing and not in arrears for dues, nor under charges,
nor indebted in any official capacity to this Lodge, for the purpose of transferring my membership to
Lodge

located at

Fraternally yours,

SIGNATURE IN FULL

PRINT FULL NAME

Page 60 of 96

BY-LAW AMENDMENT
Lodge

F. & A.M. of Utah

To the Most Worshipful Grand Master of F. & A. M. of Utah:

This is to certify that at a stated meeting of the above named Lodge held on the
day of
, 20
, the following amendment(s) to this Lodges By-Laws was presented in
writing and noted upon the minutes of the Lodge, and that at the stated meeting held on the
day of
, 20
, said section(s) was amended by a two-thirds vote of the members
present, who had previously been notified in writing of the proposed amendment(s):
Section 42. Dues. The dues of each member of the Lodge shall be Seventy-Five dollars per annum,
payable in advance, on the first day of January.
Prior to this amendment, the section read as follows:
Section 42. Dues. The dues of each member of the Lodge shall be Fifty dollars per annum, payable in
advance.

Given under my hand and seal of the above Lodge on the day last written above.

SECRETARY

[seal]

Page 61 of 96

CERTIFICATE OF PROXY APPOINTMENT CREDENTIALS

To the Most Worshipful Grand Lodge of F. & A. M. of Utah:
This is to certify that I have deputized Brother
in our lodge to represent me at the
annual communication of the Grand Lodge of Utah. I attach hereto the resolution of

authorizing me to deputize said Brother as my proxy.

Given under my hand on the

day of

currently serving as

, 20

NAME AND OFFICE

Page 62 of 96

Lodge

CERTIFICATE FOR REPRESENTATIVES TO THE

GRAND LODGE, F. & A. M. OF UTAH
Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To the Grand Secretary of the Grand Lodge, F. & A.M. of Utah:

This is to certify that Worshipful Brother

is the duly elected and installed

Worshipful Master of this Lodge, Brother

Brother

is the Senior Warden, and

is the Junior Warden, and that as such, they are entitled to

represent this Lodge at the

Annual Communication of the Most Worshipful

Grand Lodge of Utah.

SECRETARY
[seal]

Page 63 of 96

CERTIFICATE OF GOOD STANDING

FOR THE PURPOSE OF

OBTAINING A PLURAL MEMBERSHIP

Important: If this certificate is not used within 90 days
from the date thereof, it will be void and of no effect.

Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

, F. & A.M.

Brethren:

This is to certify that Brother

is a member in good standing

in this Lodge; his dues are paid up to the date of this Certificate; he is not in any way indebted to this Lodge;
and is not under charges. This Certificate is issued on authority of this Lodge at his request for the purpose of
obtaining a plural membership with your Lodge.
Kindly notify this Lodge, on the form attached hereto, of the action taken by your Lodge on his petition for
membership by affiliation. Upon receipt of same, his records will be so noted in this Lodge.
Fraternally yours,

SECRETARY
[seal]

Page 64 of 96

Mr.

, Secretary

Lodge

, F. & A.M. of Utah

Dear Sir:

This is to certify that Brother

whose present full address is

was on the
, 20

day of

, elected to membership by affiliation by this Lodge,

having previously submitted his petition for affiliation, accompanied by a Certificate of Good Standing issued
by your Lodge bearing the date of

Fraternally yours,

SECRETARY

Lodge

[seal]

Page 65 of 96

CERTIFICATE OF GOOD STANDING

FOR THE PURPOSE OF

TRANSFERRING MEMBERSHIP
Important: If this certificate is not used within 90 days
from the date thereof, it will be void and of no effect.

Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

, F. & A.M.

Brethren:

This is to certify that Brother

is a member in good standing

in this Lodge; his dues are paid up to the date of this Certificate; he is not in any way indebted to this Lodge;
and is not under charges. This Certificate is issued on authority of this Lodge at his request for the purpose of
transferring his membership to your Lodge.
Kindly notify this Lodge, on the form attached hereto, of the action taken by your Lodge on his petition for
membership by affiliation. Upon receipt of same, his records will he so noted in this Lodge.
Fraternally yours,

SECRETARY
[seal]

Page 66 of 96

Mr.

, Secretary

Lodge

, F. & A.M. of Utah

Dear Sir:

This is to certify that Brother

whose present full address is

was on the
, 20

day of

, elected to membership by affiliation by this Lodge,

having previously submitted his petition for affiliation, accompanied by a Certificate of Good Standing issued
by your Lodge bearing the date of

Please issue him a demit and note that his membership is now transferred to this Lodge.

Fraternally yours,

SECRETARY

Lodge

[seal]

Page 67 of 96

DEMIT
Hall of

Lodge

F. & A.M. of Utah

To all Free and Accepted Masons, wheresoever dispersed,

Greetings.
Sirs and Brothers:
This is to certify that Brother

, whose signature appears in the

margin hereof, is a MASTER MASON in good standing and was, until this date, a member of this Lodge under
the jurisdiction of the Most Worshipful Grand Lodge, F. & A. M. of Utah. Having paid all dues and being
in good fellowship with the Brethren, he has voluntarily withdrawn from said Lodge; and now, by its order,
SIGNATURE

receives this CERTIFICATE recommending him to the friendship and goodwill of the Fraternity, wherever
he may be.
Issued by the authority of the aforesaid Lodge, at
day of

in the State of Utah, on this the

, 20

, as witnessed by my hand, the Seal of our Lodge,

and the attestation of our Secretary.

WORSHIPFUL MASTER
[seal]
attest
:
SECRETARY
MASONIC DATA
Date of Birth:
Initiated:
In:

Place of Birth:
Passed:

Raised:

Lodge :

located at:

Offices Held:
Other Information:
This is to certify that
Lodge
constituted Lodge of the M. W. GRAND LODGE, F. & A. M. of UTAH.
Given under my hand and the Seal of said Grand Lodge this

day of

attest
:

Page 68 of 96

named in the foregoing demit is a legally

, 20

GRAND SECRETARY

Page 69 of 96

FINAL SUSPENSION LETTER

, 20
Brother

Dear Brother

Reference our letter to you dated

suspension for non-payment of dues.

, 20

, notifying you of your impending

Having not heard from you, it now becomes my unpleasant duty to inform you that the Lodge at our last
regular meeting was apprised of your condition, and voted to suspend you for non-payment of dues. In
accordance with that vote, effective this date, you are hereby suspended for non-payment of dues and are no
longer entitled to the love and protection of the Lodge, nor any of its benefits.
Should you hereafter decide to restore your membership, you may do so by paying all arrearage and requesting
such action by submitting a "Petition for Restoration after Suspension for non-payment of Dues" (copy
enclosed). After proper investigation into your suspension, and a majority approval of the Lodge, you may be
restored to all the rights of Masonry, with the paying of the current year's dues at the time of your request.
Wishing you continued success,
Regretfully,

WORSHIPFUL MASTER

SECRETARY
enclosure
cc: M.W. Grand Lodge F. & A.M. of Utah

Page 70 of 96

GRAND LODGE F. & A.M. OF UTAH

FORM 15
Member Data
Name

Member No.

Lodge

Street Address
City

State

Home Phone

Zip

Work Phone

E-Mail

Cell Phone

Occupation

Spouse

Children

Other Fraternal Affiliations

Offices Held

Date of Birth

City

Date of Death

Cemetery

State
City

State

Lodge Activity Dates

Elected

Demitted

NPD

Rejected

Initiated

Passed

Raised

Reinstated

Affiliated from

City

State

Lodge in which Initiated

City

State

Plural Memberships

Blue Lodge Offices

J Warden Year

S Warden Year

Master Year

Other Offices

Grand Lodge Offices

JGW Year

SGW Year

DGM Year

Other Offices (with years)

Appendant Bodies
Scottish Rite

Offices Held

York Rite

Offices Held

Shrine

Offices Held

Eastern Star

Offices Held

Red Cross Const.

Offices Held

Offices Held

Offices Held

Offices Held

Notes

Page 71 of 96

GM Year

FOUR WEEK IMMINENT SUSPENSION LETTER

FOR MEMBERS LIVING IN UTAH
, 20
Brother

Dear Brother

Reference Section

Lodge By-laws, dated 20

Be advised that our records indicate you to be twelve months in arrears for your 20
dues. If our record
is in error, we will be most happy to correct it upon validation from yourself. A copy of your canceled check,
front and back, will be sufficient; or a copy of' your paid up dues card, if you should have it. Otherwise,
unless we receive your dues of $
for 20
, we will be forced to suspend you for non-payment of
dues. Be further advised that we will be most receptive to remit your dues if you should be gravely ill or in
such destitute condition; however, you are obligated to let us know that fact, that it may be read in Lodge.
Should it be your desire to demit from the Lodge we can accomplish that, but only if you are current on the
books. That would necessitate you paying your 20
dues and requesting a Demit. Should you thereafter
decide to reinstate yourself, you may do so by simply submitting a Petition for Restoration after Suspension
for Non-payment of Dues, accompanied by your Demit, and past arrearage. After a proper investigation and
favorable vote of the Lodge you may be reinstated with the paying of the current year's dues at the time of your
request.
Your 20

dues were due and payable on January 1, 20

You have four weeks to respond to this letter. If we have not heard from you in that time, your suspension will
be effective on or about
, 20
.
Wishing you continued good health, and hoping to hear from you soon, we remain,

WORSHIPFUL MASTER

SECRETARY
cc: M.W. Grand Lodge F. & A.M. of Utah

Page 72 of 96

EIGHT WEEK IMMINENT SUSPENSION LETTER

FOR MEMBERS LIVING OUTSIDE UTAH
, 20
Brother

Dear Brother

Reference Section

Lodge By-laws, dated 20

Be advised that our records indicate you to be twelve months in arrears for your 20
dues. If our record
is in error, we will be most happy to correct it upon validation from yourself. A copy of your canceled check,
front and back, will be sufficient; or a copy of' your paid up dues card, if you should have it. Otherwise,
unless we receive your dues of $
for 20
, we will be forced to suspend you for non-payment
of dues. Be further advised that we will be most receptive to remit your dues if you should be gravely ill or in
such destitute condition; however, you are obligated to let us know that fact, that it may be read in Lodge.
Should it be your desire to demit from the Lodge we can accomplish that, but only if you are current on the
books. That would necessitate you paying your 20
dues and requesting a Demit. Should you thereafter
decide to reinstate yourself, you may do so by simply submitting a Petition for Restoration after Suspension
for Non-payment of Dues, accompanied by your Demit, and past arrearage. After a proper investigation and
favorable vote of the Lodge you may be reinstated with the paying of the current year's dues at the time of your
request.
Your 20

dues were due and payable on January 1, 20

You have eight weeks to respond to this letter. If we have not heard from you in that time, your suspension will
be effective on or about
, 20
.
Wishing you continued good health, and hoping to hear from you soon, we remain,

WORSHIPFUL MASTER

SECRETARY
cc: M.W. Grand Lodge F. & A.M. of Utah

Page 73 of 96

APPOINTMENT TO COMMITTEE OF
INVESTIGATION
Dear Brothers

The Secretary will list all three Committee men, triplicate this notice, and send it to each of the three
brethren.

You have been appointed to act as a COMMITTEE OF INVESTIGATION on the petition for
the Three Degrees, presented by Mr.

You will diligently inquire into the moral, mental and physical qualifications of the
applicant, his economic situation, and whether he has been an actual resident of the
State of Utah for one year and within the jurisdiction of this Lodge for six months. A
copy of his petition is enclosed and must be returned with your report. If for any
reason you cannot act on this COMMITTEE, inform the Secretary or Master immediately.
Failure to report is unfair to the applicant and the lodge.
If the COMMITTEE finds the applicant disqualified by lack of residence or physical
disability, and finds no other objection, it should make a special report. The Master
may then direct the withdrawal of the petition, as provided by Section 119 of Grand
Lodge Code.
Your investigation should be personal and as searching as possible in order to
determine whether the applicant is proper Masonic material. The suggestions listed
on the reverse side of this sheet are not all-inclusive, but should aid you in your
investigation. Ballot on this petition will take place at
the regular meeting on the

day of

Secretary

Please give your report to the Secretary as soon as your investigation is completed, at
least two days before the meeting.

REPORT OF COMMITTEE MEMBER

Page 74 of 96

I hereby affirm that I have made a strict and careful examination into the character,
reputation, and qualifications of the above named applicant and report favorably, or
unfavorably.

signature

date

Page 75 of 96

Suggestions to Investigation
Committee
The best interests of the Masonic Fraternity demand a prompt and
careful investigation of the character and standing of those seeking
admissions. Many points other than those listed here will suggest
themselves to you in your investigation.
A personal interview with the applicant is desirable. It is proper
either to call on him or to ask him to get in touch with you.
Always contact his recommenders and those to whom he refers.
Satisfy yourself of his mental and physical ability to earn a
livelihood, to conform substantially to the ceremonies and to be
instructed in the mysteries of Masonry.
Check carefully on his residence. One may have been employed
and lived in the city for more than six months and yet not have
established legal residence. Grand Lodge Code, Sec. 3-16-12:
the residence of an applicant for the Degree is defined to be his
permanent settled domicile, or fixed abode, from choice; and , as a
rule, is identical with his legal residence.
Ascertain his credit standing if possible. Is he a man of his word?
Is he intemperate or an habitual gambler? Make a general inquiry
among his friends, neighbors, and business associates.
If married, is applicant living with and supporting his family? Does
his wife approve the idea of his entering the Fraternity? Not always
will it be found necessary to interview the wife but in some cases it
may be essential. Use your judgment after the interview with
applicant. If his parents are living, what is their attitude in the
matter? Usually this can be determined by questioning the
applicant.
It is essential to know his belief in a Supreme Being.
If the applicant has resided in other parts of this state or within the
past few years resided in another state, the first named on the
committee should write or contact the Secretary of the Lodge there
for a report on his character, and previous conduct.
RETURN THE COPY OF THE PETITION WITH YOUR REPORT.

Page 76 of 96

LODGE FINANCIAL REPORT

20XX through 20XX
Checking Balance
as of

:
$
DATE

INCOME
Interest................................................................................................
Dues Paid This Year...........................................................................
Trestleboard.......................................................................................
Fund Raisers.......................................................................................
Fraternal Supplies..............................................................................
Degree Fees........................................................................................

EXPENSES
Bank Service Charge..........................................................................
Trestleboard Postage-Mailing............................................................
Trestlehoard Reproduction.................................................................
Trestlehoard Return Postage..............................................................
Annual 3rd Class Bulk Mail Fee........................................................
Rent....................................................................................................
Grand Lodge Per Capita Tax..............................................................
Secretary Wages.................................................................................
Copier Repair.....................................................................................
Copier Supplies..................................................................................
Fraternal Supplies..............................................................................
Office Supplies...................................................................................
Donations...........................................................................................
Postage Stamps..................................................................................
Computer Repair................................................................................
Supplies..............................................................................................
P.O. Box Annual Fee..........................................................................
Advertising.........................................................................................

CERTIFICATES OF DEPOSIT
CD :
Date Start:
Amount
Start:
Date End:
Amount
End:
Net
Gain/Loss:

Page 77 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

M INUTES OF A S PECIAL M EETING FOR THE

PURPOSE OF CONFERRING THE E NTERED
A PPRENTICE D EGREE ON CANDIDATES AS LISTED

D ATE :
T IME :

The Lodge opened on the Entered Apprentice degree in form.

Offi cers in Attendance
WORSHIPFUL MASTER

SENIOR DEACON

SENIOR WARDEN

JUNIOR DEACON

JUNIOR WARDEN

SENIOR STEWARD

TREASURER

JUNIOR STEWARD

SECRETARY

MARSHAL

CHAPLAIN

TYLER

Members and visiting brethren in attendance are listed on the Tylers register.
Lodge Proceedings
This special meeting was called for the purpose of conferring the Entered Apprentice degree on Mr. XXX
and Mr. YYY. The Craft was called from labor to refreshment so that the ceremonial officers could take
their positions.
The following brethren assisted in degree roles as indicated:

WORSHIPFUL MASTER
SENIOR WARDEN
JUNIOR WARDEN
SENIOR DEACON
JUNIOR DEACON
SENIOR STEWARD
JUNIOR STEWARD
CHAPLAIN

The following brethren delivered the Entered Apprentice Lecture, Apron Lecture, and Charge:
ENTERED APPRENTICE LECTURE

CHARGE
APRON LECTURE

Visitor Introductions
The Past Masters of our Lodge in attendance were introduced west of the altar as follows:

Page 78 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

Grand Lodge Officers in attendance were introduced west of the altar as follows:

Lodge Closing
The Lodge was closed in form at

name
Worshipful Master

PM,

peace and harmony prevailing.

name
Secretary

Page 79 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

M INUTES OF A S PECIAL M EETING FOR THE

PURPOSE OF CONFERRING THE F ELLOW C RAFT
D EGREE ON CANDIDATES AS LISTED HEREIN .

D ATE :
T IME :

The Lodge opened on the Fellow Craft degree in form.

Offi cers in Attendance
WORSHIPFUL MASTER

SENIOR DEACON

SENIOR WARDEN

JUNIOR DEACON

JUNIOR WARDEN

SENIOR STEWARD

TREASURER

JUNIOR STEWARD

SECRETARY

MARSHAL

CHAPLAIN

TYLER

Members and visiting brethren in attendance are listed on the Tylers register.
Lodge Proceedings
This special meeting was called for the purpose of conferring the Fellow Craft degree on Brother XXX,
Brother YYY, and Brother ZZZ. The Craft was called from labor to refreshment so that the ceremonial
officers could take their positions.
The following brethren assisted in degree roles as indicated:

WORSHIPFUL MASTER
SENIOR WARDEN
JUNIOR WARDEN
SENIOR DEACON
JUNIOR DEACON
SENIOR STEWARD
JUNIOR STEWARD
CHAPLAIN

The following brethren delivered the Fellow Craft Lecture, G Lecture, and Charge:
FELLOW CRAFT LECTURE

G LECTURE
CHARGE

Visitor Introductions
The Past Masters of our Lodge in attendance were introduced west of the altar as follows:

Page 80 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

Grand Lodge Officers in attendance were introduced west of the altar as follows:

Lodge Closing
The Lodge was closed in form at

name
Worshipful Master

PM,

peace and harmony prevailing.

name
Secretary

Page 81 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

M INUTES OF A S PECIAL M EETING FOR THE

PURPOSE OF CONFERRING THE M ASTER M ASON
D EGREE ON CANDIDATES AS LISTED HEREIN .

D ATE :
T IME :

The Lodge opened on the Master Mason degree in form.

Offi cers in Attendance
WORSHIPFUL MASTER

SENIOR DEACON

SENIOR WARDEN

JUNIOR DEACON

JUNIOR WARDEN

SENIOR STEWARD

TREASURER

JUNIOR STEWARD

SECRETARY

MARSHAL

CHAPLAIN

TYLER

Members and visiting brethren in attendance are listed on the Tylers register.
Lodge Proceedings
This special meeting was called for the purpose of conferring the Master Mason degree on Brother XXX
and Brother YYY. The Craft was called from labor to refreshment so that the ceremonial officers could
take their positions.
The following brethren assisted in degree roles as indicated:
WORSHIPFUL MASTER
SENIOR WARDEN
JUNIOR WARDEN
SENIOR DEACON
JUNIOR DEACON
SENIOR STEWARD
JUNIOR STEWARD
CHAPLAIN
The Craft was then called from labor to refreshment so that the ceremonial officers could take their
positions for the second section. The following brethren assisted in degree roles as indicated:
M.E. KING SOLOMON
R.W. SR. GRAND WARDEN
GRAND SECRETARY
SENIOR DEACON /G.
MARSHAL
JUNIOR DEACON
SENIOR STEWARD

Page 82 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

JUNIOR STEWARD
1ST FELLOWCRAFT
2ND FELLOWCRAFT
3RD FELLOWCRAFT
1ST RUFFIAN
2ND RUFFIAN
3RD RUFFIAN
SEAFARING/WAYFARING MAN
CHAPLAIN

The following brethren delivered the Master Mason Lecture and Charge:
MASTER MASON LECTURE

CHARGE

Visitor Introductions
The Past Masters of our Lodge in attendance were introduced west of the altar as follows:

Grand Lodge Officers in attendance were introduced west of the altar as follows:

Lodge Closing
The Lodge was closed in form at

name
Worshipful Master

PM,

peace and harmony prevailing.

name
Secretary

Page 83 of 96

H ALL

OF

____________ L ODGE __, F. & A.M.

_____________________, UTAH

M INUTES OF A S TATED M EETING FOR THE

D ATE :

TRANSACTION OF SUCH BUSINESS AS MAY

REGULARLY COME BEFORE THE

T IME :

L ODGE .

The Lodge opened on the

degree in form.

Offi cers in Attendance

WORSHIPFUL MASTER

SENIOR DEACON

SENIOR WARDEN

JUNIOR DEACON

JUNIOR WARDEN

SENIOR STEWARD

TREASURER

JUNIOR STEWARD

SECRETARY

MARSHAL

CHAPLAIN

TYLER

Members and visiting brethren in attendance are listed on the Tylers register.
Visitor Introductions
The Past Masters of this Lodge in attendance were introduced west of the altar as follows:

Grand Lodge Officers in attendance were introduced west of the altar as follows:

Lodge Proceedings
The flag of the United States of America was presented west of the altar, and the brethren who are citizens
of the United States joined in the pledge of allegiance to it. All present and past Masters were cordially
invited to seats in the East.
The bills for the previous month were presented. It was moved and seconded that warrants be drawn
upon the treasury in their several amounts and the bills be paid. The motion passed without objection.
Committee Reports, Petitions to Ballot Upon, Petitions to Read, Correspondence, Old Business, New
Business, Educational, etc.

Lodge Closing
The Lodge was closed in form at

Name
Worshipful Master

PM,

peace and harmony prevailing.

Name
Secretary

Page 84 of 96

NOTICE OF ELECTION TO AFFILIATE

Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To Brother
Dear Sir:

I have the pleasure to inform you that at a regular meeting of this Lodge, held on the
, 20

you were elected to affiliate with this Lodge.

Please present yourself to sign the by-laws at the Masonic Hall at

day of

day of

, 20

in the evening of the

.
Fraternally yours,

SECRETARY

Page 85 of 96

NOTICE OF ELECTION TO RECEIVE THE DEGREES

Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To Mr.
Dear Sir:

I have the pleasure to inform you that at a regular meeting of this Lodge, held on the
, 20

you were elected to receive the degrees of Masonry in this Lodge.

Please present yourself for initiation at the Masonic Hall at

day of

day of

, 20

in the evening of the

.
Fraternally yours,

SECRETARY

Page 86 of 96

PETITION FOR ADVANCEMENT

,
CITY

STATE

, 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

I, the undersigned, do solemnly swear that on

, F. & A.M. of Utah

, I was regularly initiated an Entered Apprentice

D ATE

in

Lodge

in

, under the Grand Lodge of

CITY

, and that I did or did not pass the catechism examination for that degree.
I further swear that on

I was regularly passed to the degree of Fellow Craft in

D ATE

Lodge

in

, under the Grand Lodge of

CITY

, and that I did or did not pass the catechism examination for that degree.
I further swear that on

I was regularly raised to the sublime degree of Master Mason in

D ATE

Lodge

in

, under the Grand Lodge of

CITY

, and that I did not pass the catechism examination for that degree.
I do now petition your Lodge for advancement to the EA, FC, and/or MM degree(s) and promise that if
advanced to membership, I will strictly comply with the regulations of the Lodge and the usages of Masonry.

SIGNATURE IN FULL
NAME IN FULL
Date of Birth:
Home phone:

Place of Birth:
Cell phone:

Work phone:

Occupation and work address:

Home address:
E-mail address:

Page 87 of 96

PETITION FOR DISPENSATION TO FORM A NEW LODGE

To the Most Worshipful Grand Master, Free and Accepted Masons in Utah:
The petition of the undersigned respectfully represents that they are Master Masons in good standing in the
respective Lodges named opposite their several signatures hereunto; that they reside in or near the city of
in the County of

State of Utah; that among them is

a sufficient number of Brethren well qualified to open and hold a Lodge of Free and Accepted Masons, and to
discharge all its various duties in the three degrees of Ancient Craft Masonry, in accordance with the established
usage; that they have provided a safe and suitable Lodgeroom; and that, having the prosperity of Masonry at heart,
and being desirous to use their best endeavors for the diffusion of its beneficent principles, they pray for a
dispensation empowering them to form, open, and hold a regular Lodge at the city of
aforesaid to be called

Lodge.

They have nominated and fraternally recommend Brother

the first Master; Brother

the first Senior Warden; and Brother

the first

Junior Warden of the said Lodge, they being in all respects competent to perform all the duties of the several stations
for which they are proposed; and, if the prayer of the petitioners is granted, they promise in all things strict
obedience to the commands of the Grand Master, and undeviating conformity to the Constitutions and Regulations
of the Grand Lodge.

Dated at

on the

day of

Inscribe Full Name

, A.D. 20
Lodge Name & Number

Page 88 of 96

PETITION FOR RESTORATION

AFTER SUSPENSION FOR NON-PAYMENT OF DUES
,
CITY

STATE

, 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

I, the undersigned, do respectfully represent that on

, F. & A.M. of Utah

, I was suspended for non-payment of dues

D ATE

by

Lodge

, F. & A.M. of Utah.

I now petition your Lodge for restoration to membership and enclose herewith $
to cover arrearage
in dues. I promise, if restored to membership, to comply strictly with the regulations of the Lodge and the
usages of Freemasonry.
Respectfully,
SIGNATURE IN FULL
NAME IN FULL

Date of Birth:
Home phone:

Place of Birth:
Cell phone:

Work phone:

Occupation and work address:

Home address:
E-mail address:

Referred to the following committee for investigation:

Page 89 of 96

(Note Sections 3-12-4 and 3-12-5 of GL Code.)

RECOMMENDATION OF A PETITION FOR

DISPENSATION TO FORM A NEW LODGE
Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To the Most Worshipful Grand Master, Free and Accepted Masons in Utah
Dear Sir:
At a stated meeting of this Lodge, held on the above date, the following preamble and resolution were adopted:

Whereas a petition for a dispensation to open and form a new Lodge at

in the County of

State of Utah has been presented to this Lodge for recommendation; and Whereas it is known
to this Lodge that the signers to said petition, being
in number, are all Master Masons in good standing,
and that a safe and suitable Lodge-room has been provided by them for their meetings; it is

Resolved that the establishment of said new Lodge is of manifest propriety and will conduce to the good of
the Fraternity, and that this Lodge recommends to the Grand Master the granting of the dispensation prayed for
in said petition.
In testimony whereof, I have hereunto set my hand and affixed the seal of the Lodge aforesaid, at the date above
written.

SECRETARY
[seal]

Page 90 of 96

RENUNCIATION
, Utah
, 20

Know All Men by These Presents

That I,

a citizen of Utah, age

, with a residence at

, Utah, do hereby swear and declare upon my honor that on the

, 20

day of

, I became identified with an association pretending to be a

Lodge of Free and Accepted Masons, known as

that I did

not know it to be an irregular and clandestine body, and that I hereby, of my own freewill and accord, with full
knowledge of the consequences of my act, completely renounce all allegiance to said clandestine organization.
I further declare that on the

day of

, 20

, I gave notice in writing

to the officers of said association that I have permanently severed my relationship therewith and affiliation
thereto.

SIGNATURE IN FULL

witness
:
SIGNATURE

P RINTED NAME

SIGNATURE

P RINTED NAME

witness
:

Page 91 of 96

REQUEST TO CONFER THE DEGREES IN UTAH

Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

, F. & A.M. of Utah

Dear Brethren:

You are hereby fraternally requested to confer the degree of Entered Apprentice, Fellow Craft, or
Master Mason upon

for this Lodge, he having been

duly elected to receive the same.

Fraternally yours,

SECRETARY
[seal]

Page 92 of 96

REQUEST TO CONFER THE DEGREES AS A COURTESY

Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

To the Worshipful Master, Wardens, and Brethren of

Lodge

, F. & A.M.

Dear Brethren:

You are hereby fraternally requested to confer the degree of Entered Apprentice, Fellow Craft, and/or
Master Mason upon Mr./Brother

for this Lodge, he

having been duly elected to receive the same.

(If a Master Mason Degree is to be conferred, the following instructions should be given.) Our law requires
that a Master Mason must present himself for examination as to his proficiency in the catechism of the Master
Mason Degree, including the Test Oath, within sixty days after having been raised unless for good reasons
further time is granted by the Master. Will you be so good as to have the necessary coaching done and
examination given, and advise us of the date when this Brother passed his examination?
An identification slip is enclosed, the other portion of which has been sent to the candidate with instructions to
present it to the Secretary of your Lodge when called to receive the work (or to be coached).
We shall greatly appreciate the courtesy if this request meets with your approval.
Fraternally yours,

SECRETARY
[seal]

Page 93 of 96

RESOLUTION AUTHORIZING A PROXY APPOINTMENT

To the Most Worshipful Grand Lodge of F. & A. M. of Utah:

Whereas Brother

currently serving as Worshipful Master, Senior Warden,

or Junior Warden of this lodge cannot attend the upcoming Annual Communication of the Most Worshipful
Grand Lodge of F. & A. M. of Utah, to be convened on the
day of
, 20
therefore, be it resolved that he be and is hereby authorized to appoint Brother
currently
serving as
as his proxy for him at the said Annual Communication of the
Grand Lodge of Utah.

Given under my hand and the seal of the lodge on the

day of

, 20

WORSHIPFUL MASTER

[seal]

Page 94 of 96

SUMMONS
Hall of

Lodge

F. & A.M. of Utah

, A.D. 20

Brother
Dear Brother

You are hereby summoned to attend a

day of

meeting of the above Lodge on the

, 20

at

AM or PM. Of this Summons,

take due notice and govern yourself accordingly.

WORSHIPFUL MASTER
[seal]

attest
:
SECRETARY

Page 95 of 96

WAIVER OF JURISDICTION
Hall of

Lodge

F. & A.M. of Utah

To all Free and Accepted Masons, wheresoever dispersed,

Greetings.
Sirs and Brothers:
This is to certify that Brother

was, on the
, 20

, initiated or

day of

passed in our Lodge. At his own request,

all further jursidiction over him is hereby waived by consent of the Lodge.

Given under my hand and seal of the above Lodge,

WORSHIPFUL MASTER
[seal]

attest
:
SECRETARY

Page 96 of 96