Appendix 4

(General Plan of Formation)

DOCUMENTS, REPORTS AND FORMS

This appendix offers an orderly presentation of all the documents and reports required throughout all stages of formation. For some of them, there are models of form letters that can also serve as a source of ideas for cases in which no specific form letter is offered.

1. Pre-novitiate: Aspirancy and Postulancy[1]

–   Written petition for entry submitted by candidate to Major Superior[2].

–   Report by the person who has accompanied him. Content of this report[3](Form 1).

–   Admission by Major Superior[4].

–   Candidate’s written declaration, once he is admitted, on working contracts and impediments. Content of this declaration[5](Form 2).

2. Novitiate

–   Written petition for admission submitted by candidate to Major Superior a month in advance[6].

–   It should state that he has no impediment[7] and that it is his will to become a Claretian[8](Form 3).

–   Report by the one responsible for the postulant. Contents: adequate preparation[9], qualities and absence of impediments[10].

–   Certificates of birth[11], baptism, confirmation and free status and, if necessary, the testimony of his former superior[12].

–   Periodic reports of the Novice master to the Major Superior[13]. These can be either oral or written.

3. Professions

3.1. Before First Profession

–   Written petition submitted by the novice to the Major Superior three months before the completion of the novitiate. Contents[14](Form 4).

–   Report of the Novice master on the novice’s fitness to be a Claretian Missionary[15](Form 5).

    Reports from the formation community[16](Form 6).

–   Transfer of the administration of the heritage[17](Form 7).

–   Admission by the Major Superior with his Council[18].

    Renunciation of goods and draft of valid will[19].

3.2. Temporary Renewals

–   Written petition to the Major Superior three months before the date of expiry[20](Form 8).

–   Reports from the Prefect and formation team on the fitness of the professed[21](Form 6).

    Reports from the formation community[22](Form 6).

–   Admission by the Major Superior after hearing his Council[23].

3.3. Before Perpetual Profession

–   Written petition to the Major Superior six months before the date set for perpetual profession[24](Form 8).

–   Time of special preparation, in the manner and place set by the Major Superior[25].

–   One month before perpetual profession, the professed will write to Father General about his missionary dispositions,

and the Major Superior will send Father General a complete file on the professed[26].

–   Reports from the Prefect and from the formation team[27](Form 9).

–   Reports from the formation community[28](Form 6).

–   Admission by the Major Superior with his Council[29].

3.4. Records and Registry

–   A record of each profession must be kept in a register[30].

–   A notice of professions must be sent to the higher levels of government[31] and to the pastor of the place where the perpetually professed member was baptized[32].

4. Ministries and Holy Orders

4.1. Ministries

–   At the beginning of his theological studies and at a prudent time after his religious profession, the candidate submits a written petition for ministries to the Major Superior. Contents: statement that the candidate is asking for them freely and spontaneously and that he has a firm will to serve God and the Christian people faithfully[33](Form 10).

–   Report by the Superior or Prefect in charge, regarding the fitness of the candidate. Contents: that the candidate has the age and special qualities indicated by the Bishops’ Conferences.

–   Admission by the Major Superior and possibly the conferral of ministries by the same Major Superior[34].

4.2. Holy Orders

–   For each Order, the candidate submits a petition and a signed declaration written in his own hand to his Major Superior, according to the tenor of canon 1036 (Forms 11 and 13).

–   The certifications indicated in canon 1050: of the completion of studies; of the reception of the ministries of lector and acolyte, and of the corresponding interval before the Diaconate; of the reception of Diaconate, before the Priesthood; and of the special declaration indicated above[35].

–   Certification that the candidate has made perpetual profession before receiving the Diaconate[36].

–   The candidate must personally make a profession of faith before receiving the Diaconate[37](Form 12).

–   Inquiry (scrutiny) by Superiors and Prefects before each Order, regarding the fitness of the ordinands[38]. Contents[39]. (Form 14).

–   Reports from the members of the community before each Order[40](Form 14).

–   Assurance that the candidate has duly made the prescribed retreat[41](Form 15).

–   Dimissorial letter for each Order[42], given by the Major Superior[43](Form 15).

4.3. Notification of Orders

The ordaining bishop must give each of the ordained an authentic certificate of the ordination received[44].

The Major Superior must send notification of the ordination to the pastor of the place where the ordained person was baptized[45].


[1] With a view to adequate foresight and preparedness, the data and certificates required for entry to the Novitiate may be requested already at the beginning or during the postulancy.

[2] Cf. Dir 190.

[3] Cf. Dir 187.

[4] Cf. Dir 189.

[5] Cf. CIC 597; CC 59; Dir 190.

[6] Cf. Dir 201.

[7] Cf. CIC 597 § 1, 643 §2; Dir 190, 199.

[8] Cf. Dir 199.

[9] Cf. CIC 597 §2.

[10] Cf. CIC 597 §1, 642, 643; Dir 199.

[11] Cf. CIC 643 §1.

[12] Cf. CIC 645 §2; Dir 200.

[13] Cf. Dir 213.

[14] Cf. Dir 206, 217.

[15] Cf. CIC 652, 653 §2.

[16] Cf. Dir 227.

[17] Cf. CC 27; Dir 220.

[18] Cf. CC 70-71; Dir 228.

[19] Cf. CIC 668; Dir 220.

[20] Cf. Dir 223.

[21] Cf. CIC 657 §1.

[22] Cf. Dir 227.

[23] Cf. Dir 228.

[24] Cf. Dir 224.

[25] Cf. Dir 224, 241.

[26] Cf. Dir 225.

[27] Cf. CIC 657 §1.

[28] Cf. Dir 227.

[29] Cf. CC 70-71; Dir 228.

[30] Cf. Dir 232.

[31] Cf. Dir 233.

[32] Cf. CIC 535 §2; Dir 233.

[33] Cf. PAUL VI, Motu proprio Ministeria Quaedam, 8.

[34] Cf. Dir 243.

[35] Cf. CIC 1036.

[36] Cf. CIC 1037; Dir 242 f.

[37] Cf. CIC 833 §6.

[38] Cf. Dir 243 b.

[39] Cf. CIC 1025, 1029, 1031, 1051; Dir 243.

[40] Cf. Dir 241 b.

[41] Cf. CIC 1039.

[42] Cf. CIC 1052.

[43] Cf. CIC 1019 §1; Dir 243 d.

[44] Cf. CIC 1053 §2.

[45] Cf. CIC 1054, 535 §2; Dir 243 f.