St. Ambrose Financial Services, Inc.


P.O. Box 4004

La Crosse, WI  54602-4004


Phone: (608) 791-2669
Fax: (608) 787-8068
Executive Director: Dennis Herricks




Parish Finance Manual

Norms and Policies for Parishes

(Containing the Parish Personnel Policies)


 Norms and Policies for Parishes

Exhibit A, Independent Contractor Definition WI Stat 102.07(8)

Exhibit B, Sample Job Description

Exhibit C, Application for Employment

Exhibit D, Pre-Employment Inquiries

Exhibit E, Information Required for Basic Criminal Background Check

Exhibit F, Confidential Safe Environment Employee & Volunteer Questionnaire

Exhibit G, Form W-4 (2016)

Exhibit H, Form I-9, Employment Eligibility Verification

Exhibit I, New Hire Reporting

Exhibit J, Employee Performance Evaluation

Fin.IX.A page 1

Exhibit K, Diocese of La Crosse Safe Environment Program

Exhibit L, Letter of Employment for Non-Contract Employees

Exhibit M, Forms that Need to Be Completed and Submitted for a New Employee.

Exhibit N, Employment Exit Packet

Family and Medical Leave Act


Form WH-380: Certification of Health Care Provider 

Form WH-381: Employer Response to Employee 


Diocese of La Crosse Group Health and Dental Plan Documents


Priest Group Medical Benefit Plan
Priest Group Dental Benefit Plan
Lay Group Employee Medical Benefit Plan
Lay Group Employee Dental Benefit Plan


Small Business Health Care Tax Credit


Health Care Reform Legislative Brief
3 Simple Steps
Overview, Forms and


Church Unemployment Pay Program




Benefit Claim Form

403(b) Thrift Plan


403(b) Thrift Plan Summary Plan Description 
403(b) Thrift Plan Highlight Sheet

Retirement Plan Sign-Up Sheet
Q&A for the 403(b) Thrift Plan

403(b) Thrift Plan Highlight Sheet - Priests
Employee Enrollment Form for Thrift Plans
403(b) Contribution Election Form


Lay Employees' Retirement Plan


Summary Plan Description 

Summary of Material Modification 


Policy on Employee Disclosure of Misconduct Involving
Questionable Accounting or Auditing Matters


Conflict of Interest Policy


Catholic Mutual Group Online Training


Instructions for Online Training


Endowment Trust Education Seminar


St. Ambrose Financial Services, Inc.

Financial Statements

2018 Audited Financial Statements

2017 Audited Financial Statements

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