Useful documents
Below is a list of all of the documents, forms and policies that you will need to run your u3a. You can browse through the list or skip to specific categories using the Document Categories menu to find a document you are looking for.
All the documents on this page will download to your device - please check your downloads folder on your device once you have clicked on 'Download File' to find the document.
Committee Procedures and Guidance
The UK government has made changes to the Charity Annual Returns process. Understand what information you will need to prepare for the 2023 Annual Return, and why new questions have been included.
Charity Annual Return 2023: question guide - GOV.UK (www.gov.uk)
Downloads: 422
Downloads: 713
Downloads: 2855
Downloads: 1745
Downloads: 1348
Downloads: 261
Downloads: 1725
Communications
Downloads: 2
Downloads: 56
Downloads: 4
Downloads: 4
Downloads: 160
Downloads: 540
Constitutions
Downloads: 1786
Downloads: 1029
Downloads: 3063
Downloads: 148
Downloads: 328
Data Protection
Downloads: 2739
Downloads: 1215
Downloads: 877
Downloads: 843
Downloads: 1146
Equality Diversity and Inclusion
To find out more about Equality Diversity and Inclusion please use our EDI pages.
Finance
Downloads: 699
Downloads: 4190
Downloads: 538
Downloads: 357
Downloads: 2615
Growing your u3a
Downloads: 204
Downloads: 60
Downloads: 561
Insurance
Downloads: 1562
Downloads: 3819
Downloads: 3263
Interest Groups
Downloads: 1296
Downloads: 574
Legal
Copyright Licencing Agency (CLA) Licence Application Form 2025
Downloads: 86
Downloads: 882
Downloads: 289
Recruitment
Downloads: 265
Downloads: 252
Downloads: 361
Downloads: 1416
Downloads: 433
Downloads: 168
Downloads: 1952
Downloads: 2053
Risk Assessments
Downloads: 2906
Downloads: 829
Downloads: 2497
Downloads: 783
Downloads: 1294
Downloads: 1766
Downloads: 2321
Downloads: 1472
Downloads: 1764
Downloads: 3477
Downloads: 2726
Downloads: 944
Role Descriptions
Downloads: 2357
Downloads: 1181
Downloads: 1666
Downloads: 1704
Downloads: 13
Downloads: 1
Downloads: 89
Running your Committee
Downloads: 555
Downloads: 1673
Downloads: 1616
Downloads: 72
Downloads: 55
Downloads: 81
u3a Policies and Procedures
Downloads: 3 | Created on: 23 March 2022
Downloads: 2511 | Created on: 10 January 2024
Downloads: 2296 | Created on: 30 May 2023
Downloads: 92 | Created on: 16 December 2024
