APPENDIX A MEMBERSHIP

Transcription

1 APPENDIX A MEMBERSHIP

2 THE AMERICAN LEGION MEMBER DATA FORM INSTRUCTIONS Please clearly print or type the information when filling out the form. This is a newly designed form intended for use by electronic scanning equipment. Information that is not understandable or readable is subject to error. Your help is greatly appreciated and will permit National Headquarters to maintain a more accurate database of the American Legion membership. The Member Data Form should be used to report * Name/Address Changes * Date of Birth * Continuous Year Changes * Post Transfers * Deceased Members, The Last Bugle can be used in place of this form for deceased only The Member ID No. and the Name of the Department is required for a Member Data Form to be processed by National Headquarters. The following pertains to transfers only: The transfer from one Post to another is a privilege granted to any paid-up Legionnaire with the approval of the Post to which the member desires to transfer. A TRANSFER MAY BE MADE UNDER THE FOLLOWING RULES: 1. No transfer shall be made unless the member requesting transfer has a membership card showing the member is in good standing at the time the transfer is requested. Members whose dues for the current calendar year are not paid by February 1 of that year are suspended and are not in good standing, and are not eligible for transfer. 2. No charge shall be made to the member for the privilege of transfer and no dues shall be transferred from one Post to another. The accepting Post may require payment of the difference in dues on a pro-rated basis if dues are higher than the transferring member's former Post. 3. A Legionnaire desiring transfer of membership must first secure approval from the post TO WHICH transfer is desired. This may be done orally or in writing. The Adjutant of the new Post will complete and route the parts of the form as instructed. 4. National Headquarters will carry through by transferring the member's record to the new Post provided the member's current record is on file and provided the information on the transfer is complete. PRINT 4 COPIES AND TURN IN 3 AS FOLLOW: 3EA Copies: Send to Department Headquarters. The Department will forward 1EA to National, retain 1EA, and mail 1EA to the Post that loses the member who transfers. 1EA: Post should keep for their files. NOTE: The signature of the Post Adjutant of the Post you are transferring to is required in reporting an Honorary Life Member, a deceased member, a transfer or a continuous year s change.

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6 WISCONSIN AMERICAN LEGION LAST BUGLE NOTIFICATION FOR MEMBERSHIP To: MEMBERSHIP P.O. BOX 388 PORTAGE, WI Deceased Member s Name I.D. # Served During: WWI WWII Korea Vietnam Grenada/Lebanon Panama Persian Gulf Date of Death: Member of Post # Located at: PLEASE NOTE: This notice is to report deaths to both The Badger Legionnaire and Membership Dept Use a Membership Data Form (13-001) to report Print:. any other changes including address or transfer. Signature: Commander or Adjutant (Circle one)

7 WISCONSIN AMERICAN LEGION P.O. BOX 388 PORTAGE, WI POST MEMBERSHIP TRANSMITTAL From: Post # District # Date Membership Transmittal Number: Membership Year: Enclosed are Membership Cards. Total PUFL Memberships: a (as of August 1 st ) Total From Last Transmittal: b Total Paid On This Transmittal: c X $25.00 = $ Total paid online since last transmittal: Total number of members to date: d e (Add line a + b + c + d = e) Check number Payable to WISCONSIN AMERICAN LEGION Include only the membership cards that you are making remittance for. Cards forwarded on this transmittal are as follows: Name & ID # Name & ID # Name & ID # Additional cards can be recorded on reverse or add additional sheets Signed: Post Officer

8 Name & ID # Name & ID # Name & ID # Remarks: INSTRUCTION FOR FILLING OUT MEMBERSHIP TRANSMITTALS Fill in the Post #, District # and Date Fill in the Transmittal Number for your Post (Transmittals are to be numbered, starting with 1.) Fill in the Year of the membership cards you are submitting (Use a different form for each year). Fill in number of membership cards transmitted with this transmittal Fill in total of PUFL memberships for this year listed on bottom of Post Green Bar printout (as of August 1 st ). This number stays the same for this year Fill in total of previously paid members from the last transmittal that was submitted. (line c of previous transmittal). Fill in the total number of members paid on this transmittal (X by $25.00 to get total amount of dues to be paid.) Fill in total number of members to date - (Add line a + b + c + d = e) Fill in the check number List all names and membership card numbers submitted with this transmittal. Remarks, any special instruction for a membership card i.e. member is deceased or change of incorrect membership years on the cards. When transmitting different membership year, make out separate transmittal one for each years. When making changes to the membership card use only #2 Pencil and don t make any changes to the upper scan line, as National s computer will only kick it back if you make changes in the scan line or use something other then a #2 pencil. Do not use white out on the membership card either. National must first remove all of it for the card to be processed through the computer, a considerable amount of time is required for do this and it also holds up the entire Department Transmittal while they do this. It can also cause the scanner and computer to be jammed or damaged. The computer will NOT pick up address changes on membership cards; use a member data from # for submitting these transactions. It is suggested that you also submit a member data form for notice of death, unknown members, changes of membership years and changes of name and address. (For Posts with Internet access change of name and address can be done over the Internet on The American Legion Homepage under the membership section. Please prepare in duplicate & retain 1 copy for your post records.

9 POST DATA FORM (Current Membership Year ) *** Immediate Response Requested *** If at any time during the year, there is a change in Post dues or the mailing address where members mail their dues, the Post should notify the Department Headquarters immediately. The Department will then report the changes to National Headquarters. Please make sure the data provided is correct and is submitted to your Department. If the change is made after the most recent renewal mailing, it will reflect on the following renewal notice. Failure to do so could cause membership renewals to be mailed to members with incorrect information. (Type or print in ink and forward to the Department) Department of Post Number $ is the dues amount for the Post and to be billed to members for the year. Effective date of change: / / Month / Day / Year Post # Dues Mailing Address: (Provide a complete address above) Note: If the above address contains a member's name or is being sent to a member's home address as the contact, please provide the member's 9-digit ID #: Post Physical Address Post # (Provide a complete address above) Authorized Post Officer s Signature Date

10 Direct Renewal Form Mailed in Feb/Mar Returned by Post in April 20 DIRECT RENEWAL FORM POST # POST LOCATION (CITY) THE POST SELECTS THE FOLLOWING RENEWAL NOTICES BE SENT TO OUR MEMBERS: FIRST RENEWAL NOTICE EARLY JULY YES NO SECOND RENEWAL NOTICE EARLY OCTOBER YES NO THIRD RENEWAL NOTICE EARLY JANUARY MANDATORY FOURTH RENEWAL NOTICE EARLY MARCH MANDATORY FIFTH RENEWAL NOTICE EARLY MAY MANDATORY POST COMMANDER or POST ADJUTANT (Printed name) POST COMMANDER or POST ADJUTANT (Signature)

11 SNOWBIRD SNOWBIRD - Does your Post have one or more members who are snowbirds, routinely moving between two different addresses each year? Did you know National could automatically change their address so that they never miss an issue of their magazine, their renewal notices, or any other mail from national? If you have members who would like to take advantage of this service, please have them complete the information below. NOTE: Member must provide a summer & winter address and dates they move to/from each. Once their membership record is set-up, there will be no need to notify us when they move unless they change either address entered below. Please allow 6-8 weeks for the initial change to take effect. Name 9 digit Member ID # ADDRESS 1 (SUMMER) I will be there from to ADDRESS 2 (WINTER) I will be there from to Member s Signature Date This information should be mailed directly to the address below (your Post should also be notified): The American Legion, IT/Data Services, 5745 Lee Road, Indianapolis, IN The completed form can also be faxed to (317) **MAKE ADDITIONAL COPIES OF THIS FORM AS NEEDED**

12 Officer Reporting Form Membership Year ( ) District ( ) Circle one Post / County / District This form is to be used for Officers at the Post, County and District level Please print clearly and fill out even if the Officers have not changed from previous year Mail to: The American Legion, Department of Wisconsin (Membership) P.O. Box 388, Portage, WI Post # Name County Post Physical address City Zip P.O. Box City Zip Post Phone Number Does The Post Own a Physical Building? (YES) (NO) Commander Phone Number Mailing Address City Zip Address Adjutant Phone Number Mailing Address City Zip Address Finance Officer Phone Number Mailing Address City Zip Address Service Officer Phone Number Mailing Address City Zip Address Membership Chairman Phone Number Mailing Address City Zip Address List Day, Time & Place That Regular Monthly Meetings Are Held: Day/Place TIME Day/Place TIME Amount of Post Dues

13 WISCONSIN AMERICAN LEGION This form is to be used to certify the Officers at Post, County and District Levels. MEMORANDUM FOR DEPARTMENT ADJUTANT Date: Pursuant to the Department Constitution and By Laws, I have examined the service record of each of the following officials who have been duly elected to serve The American Legion as officers at (Circle One) Post / County / District Position Name Enlistment Date Discharge Date Service Branch / Rank Serial # Commander Vice Commander Vice Commander Adjutant Finance Officer Service Officer Chaplain Judge Advocate Historian Sgt-at-Arms I hereby certify that each of the above officials are eligible for membership in The American Legion and that their current year membership dues have been paid, and they have the right to serve in an official capacity. Signature of Adjutant

14 WISCONSIN SONS OF THE AMERICAN LEGION Squadron Officer Information Form (Please Print) Information to be published on our website Squadron #: District #: County Squadron Name: Squadron Address: City, State, and Zip Squadron Phone #: ( ) - Squadron Annual Dues: $ Meeting Date: Meeting Time: Address of Meeting Location: Squadron Contact person: Address: Phone #: ( ) - Information for our Detachment Mailings Squadron Commander: Address: Phone #: ( ) - SQUADRON ADJUTANT: Address: Phone #: ( ) - Squadron Advisor: Address: Phone #: ( ) - Mail Membership Cards to: Person submitting this Form (print) Please return this form to the Sons of The American Legion, P.O. Box 388, Portage, WI 53901

15 SONS OF THE AMERICAN LEGION P.O. BOX 388 PORTAGE, WI SQUADRON MEMBERSHIP TRANSMITTAL From: Squadron # District # Date Membership Transmittal Number: Year: Enclosed are Membership Cards. Total From Last Transmittal: Total Paid On This Transmittal: Total Number of Members to date: a b X $7.00 = $ c (Add line a + b = c) Check number Payable to SONS OF THE AMERICAN LEGION Include only the membership cards that you are making remittance for. Cards forwarded on this transmittal are as follows: Name & Card # Name & Card # Name & Card # Additional cards can be recorded on reverse or add additional sheets Signed: Squadron Officer

16 CERTIFICATION FORM SILVER BRIGADE NEW MEMBER RECRUITER AWARD POST: RETAIN COPY FOR YOUR RECORDS SEND TO: DEPARTMENT HEADQUARTERS ON OR BEFORE MAY TARGET DATE The following member in the Department of WISCONSIN qualifies for the Silver Brigade Award for enrolling 25 to 49 NEW MEMBERS into The American Legion by the May Target Date. Silver Brigadiers receive a Silver Pin and a Silver Certificate. NAME POST NO. ADDRESS City State ZIP PHONE: ( ) Number of NEW MEMBERS enrolled (25 to 49) Department Adjutant (Signature) Post Adjutant (Signature) Date Address Date USE ADDITIONAL SHEETS IF NECESSARY MUST BE SUBMITTED TO DEPARTMENT BY MAY

17 CERTIFICATION FORM GOLD BRIGADE NEW MEMBER RECRUITER AWARD POST: RETAIN COPY FOR YOUR RECORDS SEND TO: DEPARTMENT ON OR BEFORE THE MAY TARGET DATE The following member in the Department of WISCONSIN qualifies for the Gold Brigade Award for enrolling 50 or more NEW MEMBERS into The American Legion by May Target Date. (Please attach the list of names with each nomination form). First time qualifiers for the Gold Brigade receive: Gold Brigade cap pin, certificate, a Gold Brigade patch, and choice of a jacket, or sweater, or polo shirt with the Gold Brigade logo. Second time qualifiers for the award receive: Gold Brigade certificate, patch, a hash mark for the sleeve, and the choice of either another Gold Brigade jacket, or sweater, or polo shirt with the Gold Brigade logo. PLEASE CHECK THE APPROPRIATE BOX(ES): This Gold Brigade award will be my: [ ] A. First Gold Brigade award [ ] B. Other (Specify 2nd or 3rd time qualified) If you checked either box A or B, circle one: jacket sweater polo shirt (Circle size) Size: (S, M, L, XL, XXL, XXXL) NAME POST NO. ADDRESS City State ZIP PHONE: ( ) Number of NEW MEMBERS enrolled (minimum 50) Department Adjutant (signature) POST ADJUTANT (signature) Date ADDRESS DATE (Cannot be after May Target Date) USE ADDITIONAL SHEETS IF NECESSARY MUST BE SUBMITTED TO DEPARTMENT BY May

18 CERTIFICATION FORM GOLD BRIGADE, FIFTH CONSECUTIVE YEAR AWARD Departments: Send to National Headquarters by last day of May. The following member of the Department of WISCONSIN qualifies for the prestigious fifth consecutive year Gold Brigade Award for enrolling fifty or more New Members into The American Legion by the May Target Date. A Legionnaire may only qualify for this award once every five years. This Navy Blue Blazer replaces the Gold Blazer of previous years. (Circle One) Man s Blazer: (Cut) Short, Regular, Portly (Stout), Long, Extra Long, Extra Extra Long PLEASE SPECIFY EVEN SIZES Size Ladies Blazer: (Cut) Short Regular, Long, Extra Long, Extra Extra Long PLEASE SPECIFY EVEN SIZES 4-20 Size (Please Type or Print) Name Post No. Mem. ID Phone ( ) Years of being a Gold Brigadier Certified: Department Adjutant (signature) Date MUST BE SUBMITTED TO DEPARTMENT BY MAY

19 CERTIFICATION FORM GOLD BRIGADE SIXTH CONSECUTIVE YEAR OR MORE AWARD The following member of the Department of WISCONSIN qualifies for the sixth consecutive year or more Gold Brigade Award for enrolling fifty or more New Members into The American Legion by the May Target Date. This award is a $150 check and Master Recruiter Legion cap. (Please Type or Print) Name Post No. Mem. ID Phone ( ) Years of being a Gold Brigadier Certified: Department Adjutant (signature) Department Adjutant(Print)

20 NOMINATION FORM RECRUITER OF THE YEAR * POST ADJUTANT SEND TO: ** DEPARTMENT ADJUTANT SEND TO: DEPARTMENT HEADQUARTERS MEMBERSHIP DIVISION P.O. BOX 1055 INDIANAPOLIS, IN In the Department of WISCONSIN, the TOP NEW MEMBER RECRUITER of membership enrolled for current membership year as of May Target Date, and transmitted to National Headquarters is: (PLEASE PRINT OR TYPE) 1. NAME POST MEMBER ID NO. ADDRESS CITY, STATE, ZIP Phone ( ) Number of NEW MEMBERS enrolled (minimum 10): (Attach list of names and ID numbers of new members) Next Highest New Member Recruiter (Make additional copies if needed) 1. NAME POST MEMBER ID NO. ADDRESS CITY, STATE, ZIP Phone ( ) Number of NEW MEMBERS enrolled (minimum 10): (Attach list of names and ID numbers of new members) Post Adjutant Date Department Adjutant Date DO NOT FORGET TO NOMINATE YOUR TOP RECRUITERS! MUST BE SUBMITTED TO DEPARTMENT BY MAY