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Overview 1. Setup Your Organization 2. Configure Your Scheme 3. Add Members 4. Track Contributions 5. Process Claims 6. Monitor Performance
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Home/Resources
Templates

Templates to start today

Free, practical documents for schemes at any stage — whether or not you use Welfy yet.

Spreadsheet

Welfare Contribution Tracker

A clean Excel tracker for dues, arrears, and receipts — until you outgrow it.

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Form

Member Registration Form

Capture members, dependents, and beneficiaries completely, first time.

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Policy

Welfare Policy Template

A model constitution covering contributions, benefits, eligibility, and approvals.

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Form

Benefit Approval Template

A standard approval record: claim details, evidence checklist, and signatures.

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Minutes

Committee Meeting Template

An agenda and minutes format for welfare committee decisions.

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Get started

Outgrow the templates

When the spreadsheet strains, Welfy picks up exactly where it left off.

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