2016-2017...renewal notice dates for 2016 - 2017 record update cutoff date renewal notice mailing...
TRANSCRIPT
THE AMERICAN LEGION
Department of Indiana
2016-2017
MEMBERSHIP GUIDE & AWARD MANUAL
Commander
Jim May
“Remember the Past,
Look to the Future”
Membership Chairman Herb Hoffman
“Keep Asking”
The American Legion, Department of Indiana 5440 Herbert Lord Road
Indianapolis, IN 46219
Main Line: 317-630-1300, Fax: 317-237-9891
E-Mail: [email protected]
Administrative Staff
Hugh Dagley 317-630-1266 [email protected]
Department AdjutantAdministrationLegislative Coordination
Will Henry 317-630-1263 [email protected]
Assistant AdjutantAdministrationNews Releases & Speeches Veterans Outreach Marketing
Mark Bernhardt 317- 630-1362 [email protected]
Finance DirectorAccounts Receivable/Payables/Payroll Financial StatementsTravel Expenses
Tina Wiseley 317-630-1300 [email protected]
Executive AssistantCommander's Correspondence & Schedule Event PlanningReceptionist Convention AwardsFirefighter/Law & Order, EMS, Military Officer Resolutions/DEC
Educator of the Year Credit Card ProcessingConvention/Conference Housing Directory Proofing & Distribution
John Crosby 317-630-1264 [email protected]
Communications DirectorHoosier Legionnaire MarketingWebsite/Social Media Dept. PhotographerNews Releases & Speeches PublicationsAudio/Visual Support
Butch Miller 317-630-1391 [email protected]
Programs Coordinator/Financial AssistanceAmericanism & Government Test Hoosier Boys StateOratorical Contest ScholarshipsGolf Special EventsBaseball BowlingBoy Scouts Children & YouthTemporary Financial Assistance Children's Education & Welfare
Kenny Thomas 317-630-1259 [email protected]
Logistics/SAL Membership CoordinatorSAL Membership Programs & Processing Mailroom DutiesCertification of Squadrons Vehicle/Building MaintenanceSquadron and District Convention Awards Supply Ordering
Claudette Collins 317-630-1364 [email protected]
AL Membership CoordinatorMembership Programs & Processing Post & District Convention AwardsCertification of Posts 1
The American Legion, Department of Indiana Department Service Office
575 North Pennsylvania Street
Indianapolis, IN 46204
Main Line: 317-916-3605, Fax: 317-916-3406
E-Mail: [email protected]
Department Service Office Staff
John Hickey, Rehabilitation Director 317-916-3605 [email protected]
Department Service OfficerAdministrationEducation and Training
Veterans Claims Assistance
David Wilson, Asst. Rehabilitation Director 317-916-3605 [email protected]
Administration Veterans Claims Assistance
Richard Boye, Department Service Officer 317-916-3605 [email protected]
Veterans Claims Assistance
Steven Hicks, Department Service Officer 317-916-3605 [email protected]
Veterans Claims Assistance
Bryce Hulett, Department Service Officer 317-916-3605 [email protected]
Veterans Claims Assistance
Lori McQuilham, Senior Rehabilitation Secretary 317-916-3605 [email protected]
Kim Shriver, Rehabilitation Secretary 317-916-3605 [email protected]
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To: Post Membership Chairmen
From: Herb Hoffman, 2016-2017 Department Membership Chairman
Subject: Membership Program
Welcome aboard Legionnaires, to a very challenging upcoming year for all of our Post
and District Membership teams.
Whereas anytime we are given a "Dues" increase we are subjected to a more difficult
time with membership retention and new membership growth. I feel we can overcome
this with a proactive explanation to our members with all of the positive things that we
can offer them.
Our programs not only benefit Veterans, but also their families and the communities
they live in.
This year, Commander May and I have instituted a "Dual Cash Award" for the District
that has the best performance on each Target Date period. The Department will award
$250.00 to the District that has the best retention number and $250.00 to the District
with the best "New Member" growth. New member growth and retention are our keys to
success. These awards will last throughout the year.
All other traditional awards are still offered and in your Guide Book. And there are many
of them for the Post and the District.
Please remember that membership is a "team" effort that can only succeed when the
Post and the District build a motivated team to face the challenge at hand. We must
continue to monitor our efforts for success every day.
In closing, I would like to remind the Posts and Districts that I will be traveling
throughout the State this year to work with all of you to make this a successful year that
we all can be proud of.
Good Luck and God Speed,
Herb Hoffman Department Membership Chairman
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M E M O R A N D U M
DATE: June 2016 TO: Post Commanders Post Membership Chairmen FROM: William E. Henry, Assistant Adjutant SUBJECT: Accountability for Unused Membership Cards Based on guidance from past Department Membership Chairpersons and the concurrence of the Department Executive Committee, the Department of Indiana will enforce the constitutional mandate that all unused cards issued to Posts be returned to the Department or otherwise accounted for, and that posts are required to submit Department and National per capita ($35) for each card not returned or accounted for. The deadline for the return and accounting for of all unused 2017 membership cards is the closing of the annual Department Convention, in accordance with the Department Constitution and By-Laws. However, cards will be accepted beginning Sunday, June 4, 2017, the date established for the Close of Books on the 2017 membership year. Cards will be accepted during traditional Close of Books activities at the Indiana Veterans Home that date. The authority for this procedure is contained in the By-Laws of the Constitution of The American Legion, Department of Indiana. Article IV, Section 5, entitled “Membership Cards,” provides that “Each post is responsible for per capita dues to cover each card given to them at the beginning and during the year. Deductions will be made by the receipt of per capita dues for each card, transfers, duplicates, deceased members or the return of unused cards.” That is to say that at the beginning of the membership year, upon receipt of its allocation of cards, each post owes the Department of Indiana an amount equal to the number of cards issued times the total per capita, which currently is $35.00 per member. That total is reduced by $35.00 for every card transmitted with payment and every card accounted for as described in the paragraph above. The balance is payable to the Department. This procedure is designed to assure our members that their payments, benefits and continuous years are properly accounted for. This procedure will be followed in all future membership years. Questions should be addressed to the Department Membership Chairman. William E. Henry Department Assistant Adjutant
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Table of Contents
SECTION 1 – General Information
• Membership Turn in Procedures Page 6 • Eligibility Dates & Guidelines Pages 7-10 • National Target Dates/Renewals Page 11 • Department Target Date Calendars Page 12-23 • Membership Information & Instructions Pages 24-25 • Membership Transfer Instructions Page 26 • Membership Card Transmittal Form Page 27 • Prior Membership Year Instructions Page 27 • Member Data Form Instructions Pages 27 • Credit Card Processing Page 28 • Continuous Years Certificates Page 28 • Paid-Up-For-Life Membership Plan Pages 29-30
SECTION 2 – Target Dates, Incentives & Awards
• Target Dates 1-5 Page 31 • Target Dates 6-10 Page 32 • Target Dates 11-12 Page 33 • Individual and Post Awards Pages 34-35 • Award Forms
SECTION 3 – Useful Post Forms
• Transmittal (3 to a page) • MDF – Member Data Form & Instructions • Credit Card Form – use for members • Post Credit Card Form • Transmittal detail • Sample Letter for New Members . • Forms Available Online • 2017 Early Bird Cards
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SECTION
1
Membership Turn In Procedures
In order for Membership dues to be processed you need the following:
A properly completed transmittal
Correct Funds in the envelope
o A check, money order, credit card or a credit on account at the Department (if
using a Post credit please mark CR in the check number area).
Both Membership cards
o 2 parts, one for the IN Department, one for National
Best Practice Turn-in procedures:
Member Data Forms (MDF) should be placed in a separate envelope – this is best
practice for conference times.
Place New member and paying in transfer cards on top. Make sure the number of
cards agrees with the transmittal.
Hand written membership cards need to have both parts completed - one part goes
to National & the smaller part stays at the Department of Indiana membership office.
Make sure you print the recruiter name on the Department card.
Do not use staples or tape on the cards. Keep the National copy as clean as possible,
do not make changes on this card. It holds up timely processing at National. Use the
Member Data Forms (MDF) for any changes.
Do not hold paid membership cards at your Post…they need to be processed! Your
members are not recognized as paid until this is done. Keep your member from being
repeatedly re-billed for dues already paid. This will prevent wasting money, paper and
our members will be happier.
Any membership card not being paid for in the transmittal should be “separated”.
Place them in a separate envelope and mail along with MDFs as above. Deceased,
duplicates (replacing lost cards or non-paying transfers), other unused cards go in this
separate envelope. Not in the envelope with the transmittal. Please hold all of these
“separated cards” and mail only once a month or turn in at your District meetings or
drive-around.
Keep the yellow copy of the transmittal for your Post records. Monthly, compare this
to your membership statement.
Please write your Post number on the lower right hand corner of the envelope. This
will speed up sorting the checks and transmittal into numerical order for processing
and filing. Thanks for this in advance!
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Eligibility Dates and Criteria
War Era Code Opening Date Closing Date
WORLD WAR II 2
DEC 7, 1941 DEC 31, 1946
US MERCHANT MARINE T DEC 7, 1941 AUG 15, 1945
KOREA 4 JUN 25, 1950 JAN 31, 1955
VIETNAM 8 FEB 28, 1961 MAY 7, 1975
LEBANON & GRENADA G AUG 24, 1982 JUL 31, 1984
PANAMA H
WAR ON TERROR S
DEC 20, 1989 JAN 31, 1990 AUG 2, 1990 Cessation of hostilities As Determined By US Government
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Simplified Eligibility Guide
8
9
Digest of Eligibility Options
10
2016 - 2017 NATIONAL MEMBERSHIP TARGET DATES
EARLY BIRD/NEF KICKOFF SEPTEMBER 14, 2016 50%
FALL MEETINGS OCTOBER 12, 2016 55%
VETERANS DAY NOVEMBER 16, 2016 65%
PEARL HARBOR DAY DECEMBER 14, 2016 75%
MID-WINTER JANUARY 19, 2017 80%
PRESIDENT’S DAY FEBRUARY 8, 2017 85%
LEGION BIRTHDAY MARCH 8, 2017 90%
CHILDREN & YOUTH APRIL 12, 2017 95%
ARMED FORCES DAY MAY 10, 2017 100%
DELEGATE STRENGTH 30 DAYS PRIOR TO NATIONAL
CONVENTION Target dates fall on the second Wednesday of the month unless there is a holiday on that day or at the
beginning of that week.
The November target date will be on the third Wednesday due to Veterans Day falling on that
previous Friday. To maximize the December renewal notice, and allow for MLK holiday, the
January target date will be on the third Thursday of the month.
RENEWAL NOTICE DATES FOR 2016 - 2017
RECORD UPDATE CUTOFF DATE RENEWAL NOTICE MAILING DATES
MAY 16, 2016 JULY 1, 2016
SEPTEMBER 16, 2016 OCTOBER 7, 2016
OCTOBER 28, 2016 NOVEMBER 18, 2016
DECEMBER 16, 2016 JANUARY 6, 2017
FEBRUARY 16, 2017 FEBRUARY 26, 2017
APRIL 18, 2017 APRIL 27, 2017
Transmittals received after a cutoff date will not prevent a subsequent note from being delivered at or
around the renewal date.
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1 2
3 4 Independence Day 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31 Notes:
National Membership
Delegate Strength
Date
New Officer
Orientation -
Fort Harrision Inn
HQ Closed
Target Date 1 - 25%
July 2016Sunday Monday Tuesday Wednesday Thursday Friday Saturday
98th Department Convention
July 7th - 10th
98th Dept. Convention July 7th - 10th
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1 2 3 4 5 6
7 International
Friendship Day8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31 Notes:
The 2019 National Convention is in Indianapolis!
Target Day 2 - 38%
Meeting at HQ
10AM
Saturday
August 2016Sunday Monday Tuesday Wednesday Thursday Friday
National Convention
Aug 26th - Sept 1st
National Convention Aug 26th - Sept 1st
13
1 2 3
4 5 Labor Day 6 7 8 9 10
11 Patriot Day 12 13 14 15 16 17
18 19 20 21 22 Fall begins 23 24
25 26 27 28 29 30 Notes:
Indiana Legion Day
5K Walk/Run
Colts Flag Day -
Colts vs Chargers
Target Day 3 - 51%
Meeting at HQ
10AM
National Membership
Target Date - 50%
The American Legion Day
HQ Closed
Saturday
September 2016Sunday Monday Tuesday Wednesday Thursday
Friday
National Convention
Aug 26th - Sept 1st
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1
2 3 4 5 6 7 8
9 10 Columbus Day 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31 Halloween Notes:
National Membership
Target Date - 55%
Target Date 4 - 62%
October 2016Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Fall Conference Oct.
7th - 8th
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1 2 3 4 5
6 Daylight Saving Time
Ends7 8 Election Day 9 10 11 Veterans' Day 12
13 14 15 16 17 18 19
20 21 22 23 24 Thanksgiving Day 25 26
27 28 29 30 Notes:
HQ Closed 1/2 day
HQ Closed
HQ Closed
Target Day 5 - 71%
Meeting at HQ
10AM
National Membership
Target Date - 65%
HQ Closed
Saturday
November 2016Sunday Monday Tuesday Wednesday Thursday
Friday
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1 2 3
4 5 6 7 Pearl Harbor Day
(1941)8 9 10
11 12 13 14 15 16 17
18 19 20 21 Winter Solstice 22 23 24
25 Christmas 26 27 28 29 30 31
December 2016Sunday Monday Tuesday Wednesday Thursday
Friday
Saturday
Target Day 6 - 80%
Commander's
Christmas Party
Cards mailed or carried in by
noon Monday
in by noon Monday
National Membership
Target Date - 75%
Department offices closed 12/26/16 - 1/2/17
17
1 New Year's Day 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 Martin Luther King 17 18 19 20 Inauguration Day 21
22 23 24 25 26 27 28
29 30 31 Notes:
January 2017Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Target Date 7 - 87%
HQ Closed National Membership
Target Date - 80%
Mid-Winter Conference
1/13 - 1/14
HQ closed through
01/02/17
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1 2 Groundhog Day 3 4
5 Super Bowl 6 7 8 9 10 11
12 13 14 Valentine's Day 15 16 17 18
19 20 Presidents Day 21 22 23 24 25
26 27 28 Notes:
February 2017Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Target Day 8 - 91%
Meeting at HQ
10 AM
National Membership
Target Date - 85%
HQ Closed
Lincoln
Pilgramage
2/11 - 2/12
Lincoln
Pilgramage
2/11 - 2/12
National American Legion Washington
Conference 2/26 - 3/1
19
1 2 3 4
5 6 7 8 9 10 11
12 Daylight Saving Time
Begins13 14 15 16 17 Saint Patrick's Day 18
19 20 Spring Begins 21 22 23 24 25
26 27 28 29 30 31
March 2017Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Target Day 9 - 96%
Meeting at HQ
10 AM
National Membership
Target Date - 90%
Department Oratorical
Contest
Notes:
Nat'l American Legion
Washington Conf. 2/26 - 3/1
20
1
2 3 4 5 6 7 8
9 10 11 12 13 14 Good Friday 15
16 Easter 17 Tax Day 18 19 20 21 22 Earth Day
23 24 25 26 27 28 Arbor Day 29
30 Notes:
April 2017Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Target Date 10 - 99%
National Membership
Target Date - 95%
Spring Conference
4/7 - 4/8
21
1 2 3 4 5 6
7 8 9 10 11 12 13
14 Mother's Day 15 16 17 18 19 20 Armed Forces Day
21 22 23 24 25 26 27
28 29 Memorial Day 30 31 Notes:
May 2017Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Target Day 11 -
100%
Meeting at HQ
10AM
National Membership
Target Date - 100%
HQ Closed
22
1 2 3
4 5 6 7 8 9 10
11 12 13 14 Flag Day 15 16 17
18 Father's Day 19 20 21 Summer Solstice 22 23 24
25 26 27 28 29 30
June 2017Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Target Day 12 -
101%
Close of Books
at IVH
Notes:
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General Membership Information *Rules & Regulations*
Please review the following IMPORTANT membership information. 1. Department Record Cards (membership cards), payment of $35.00 per card, and a transmittal form needs to be mailed together. Membership cards must always be accompanied by a check/money order. These are to be mailed to:
The American Legion Department of Indiana Attn: Membership 5440 Herbert Lord Rd Indianapolis, IN 46216 *The per capita membership dues which must be paid to Department and National Headquarters with the submission of membership cards is $35.00 per member.
2. Manually produced membership cards: When filling out a card for a new member, transfer member, or a member without a preprinted card (who is
paying his or her current dues), please be sure to fill out BOTH sides of the membership card completely. Print or type legibly so that next year the member will have a complete card that is correct. Any incomplete cards will be returned to the Post for all missing information. 3. Membership Changes: DO NOT use the membership card for any change - address, transfer, war era or continuous year’s correction. Writing anywhere on the Pre-printed American Legion Record card holds up processing at National by requiring each card to be manually input. The Post Adjutant can sign up for myLegion.org and some of the basic changes can be made online. MEMBER DATA FORMS must be filled out for Post transfers and continuous year’s changes. 4. Attaching notes: DO NOT staple anything to the membership cards. Paper clipped notes or post-it notes may be used. If you do have any notes, please put these membership cards at the top of you pile so that they may be caught. 5. Member Data Forms: DO NOT fold the forms around cards as these two items are processed at different times. This may cause a discrepancy in membership numbers and the cards may not be counted until a later date if not separated from Member Data Forms. Important practice for turn-ins – please use separate envelopes for the MDFs. 6. Replacement Cards: DO USE blank cards for duplicates/lost cards. When someone has lost their card, use a blank card from the back of your stack and re-issue the member a card. Please be sure to write the Post number on the card (if not preprinted), and the members’ name. On the portion you normally send to Department HQ, mark the Duplicate box & write in large letters “DUP”. Turn in without payment in a separate mailing. Please hold at your Post and mail only once a month.
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7. Transfers: DO USE blank cards for transfers. If a member is paying their current year’s membership dues at your Post, you MUST use his/her ORIGINAL ID number on the card. This can be found on the member’s renewal notice, last year’s card from the previous Post or by calling Department at 317-630-1364. If the ORIGINAL ID number is not used, there is a possibility that a card will be printed for that member from his/her previous Post, as well as from your Post. Renewal notices are sent by National Headquarters to all members on the pre-printed rosters. If the previous’ Posts renewal notice is received by your transferred member and that member pays the dues without noticing the Post number they are paying, the member will be processed in the previous Post. The ONLY sure way to prevent this is to FILL OUT A MEMBER DATA FORM for the transfer and use the members’ ORIGINAL ID # on the card you turn into Department. 8. DO NOT use “white out” on membership cards. When changing a blank membership card ID number, draw a line through the number and above it put the correct ID number. Cards with “white out” on them tend to stick together and are sometimes not counted through the Department Headquarters card counter. This is one way a member can slip through the cracks. 9. Hand written cards: DO place all hand written membership cards in the front of your transmittal stack. 10. Card accountability: DO be prepared to account for or turn-in all unused membership cards at the end of the year to Department Headquarters. There will be no exceptions!
MEMBERSHIP TRANSFER INSTRUCTIONS
MEMBER DATA FORMS MUST ALWAYS BE FILLED OUT FOR TRANSFERS!
1. Paying transfer: If a member is transferring into your Post and HAS NOT paid the current years membership dues, issue that member a blank card for your Post, write his/her permanent ID number and all other information on both parts of the membership card. Check both the Transfer box & the Renewal box. You will then turn in the card WITH PAYMENT and process the card as if the member was a “Renewal.” Use the member’s PERMANENT ID number from their previous year’s membership card or the renewal notice from the previous Post, if not found please contact Department Headquarters’ at 317-630-1364. 2. Non-paying transfer: If a member is transferring and HAS paid his/her previous Post , you may issue that member a blank card from your Post, write his/her permanent ID number and name on the large portion of the membership card. This is sent in WITHOUT payment and should have the letters “NPT” written on it; please make sure the Transfer box & “DUPLICATE” box are checked. You MUST turn in the Department and National portion to Department Headquarters so that the card can be taken off your total cards issued count. Please be sure to also fill out a Member Data Form with this transfer.
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THE FOLLOWING INFORMATION PERTAINS TO TRANSFERS ONLY: Transfer from one Post to another is a privilege granted to any paid-up Legionnaire ONLY with the approval of the Post to which the member desires to transfer. TRANSFERS MAY BE MADE UNDER THE REGULATIONS LISTED BELOW: 1. No transfer shall be made unless the member requesting transfer has a membership card showing that he is a member in good standing at the time the transfer is requested. 2. No charge shall be made to the members for the privilege of membership transfer and no dues shall be transferred from one Post to another. The accepting Post may require payment of difference in dues on a pro-rate basis if dues are higher than transferring member’s former Post. 3. A Legionnaire desiring transfer of membership must first secure approval from the Post to which transfer is desired. He may do this orally or by letter. The adjutant of the new Post will then complete and route the parts of the form as instructed below. 4. National Headquarters will carry through necessary procedures to transfer member’s record to new Post, provided member’s current record is on file and provided information on the Member Data Form is complete. Route the parts of the Member Data Form as follows: Part 1-3: Mail to Department Headquarters. (Department will forward Part 1 to National, retain Part 2, and mail Part 3 to Post that loses member who transfers). Part 4: Retain in Post files. Signature Required: Signature of Post Adjutant is required in reporting a transfer, deceased, Honorary Life, or a continuous years change. If the transfer request was requested by mail send a copy with the MDF to the Dept. HQ – write “see attached” on the member signature line. If orally, write “by phone” on the member signature line. National will not process if this is not signed or properly noted. Thank you!
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MEMBERSHIP CARD TRANSMITTAL FORM
Membership Card Transmittal Forms are required to be used when submitting membership cards and monies to Department. These forms have been designed to provide you with a record of your membership transmittals. At the same time, they have proven to be effective in solving questions relating to a difference between Post and Department membership totals. All cards MUST be sent in with one of the forms!
PRIOR MEMBERSHIP YEAR INSTRUCTIONS If the Post has a member whose membership has expired and would like to renew and pay the back payments for the year’s lost, the Department will accept prior year payments but it must be at the approval of the Post before the member can pay those back years. When transmitting prior year payments, you can submit lapsed years, along with current years, on one check because each lapsed year will be processed at the current Department per capita rate of $35.00. You will need to add a note with the member’s name, ID number and which prior year(s) you are paying. You will not have to fill out a blank two-part card for the member because the Post should not have any prior year cards on hand. One will be made up for the member at Department and transmitted to National to update the member’s lapsed years. If you have any questions about prior year payments, please call the Membership Office at 317-630-1364.
MEMBER DATA FORM INSTRUCTIONS
1. The Member Data Form should be used to report name changes, address changes, continuous year’s changes, Post transfers, Honorary Life members and deceased member(s). 2. The Member’s ID Number, Current Post Number and Name of Department are REQUIRED for a Member Data Form to be processed. The Members ID number is the Legion nine-digit number. National will not process a Member Data Form without this Number. 3. Although the information requested under “Additional Information” is optional, whenever possible this information should be provided. This will permit National Headquarters to maintain a more comprehensive database of American Legion members. You need only record the additional or changed information.
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CREDIT CARD PROCESSING
Post processes: Upon receipt of the renewal notice, the member may decide to pay his or her current year membership dues by credit card. In that case, the member will forward his or her credit card information and renewal notice to the Post, just as they would any other form of payment. The Post has the option of processing the credit card payment, if it is set up for credit processing. At that point, the credit card can be validated and the member’s card can be issued. The dues transmittals should include payment from the Post for the member who renewed by credit card.
Department processes: If the Post cannot process credit cards, the Post should annotate the member on the Post roster, count him/her paid, and issue the card. The Post is required to send the credit card information, this includes the renewal notice and two part cards, to the Department. The Post may send these with other paid cards (with a Post check) or on a separate transmittal. After the credit card information is received by Department, the charge will be processed, we will automatically credit the Post with the paid member and credit the Post will the full amount of the charge, excluding the Department per capita.
Problem payments: The Department will try to contact the member directly by phone if there are any problems with the credit transaction. If we are not able to contact the member, we will notify the Post and return the submitted card for further processing by the Post. The credit cards the Department of Indiana accepts are Visa, MasterCard and Discover.
CONTINUOUS YEARS CERTIFICATES Each year, National Headquarters issues special certificates to each member when first credited with 50, 60, 70 or 75 years of continuous membership. Eligible members receive each certificate only once. These certificates are mailed directly to the Post Commander by National Headquarters by the end of February. National recommends that appropriate presentation(s) be made, when possible, during the observance of The American Legion Birthday in March. Other continuous membership awards (certificates, emblem tabs, pins, etc.) may be purchased from National Emblem Sales. On the Post Membership Register, a figure printed in the “CER FLAG” column means that a certificate has been issued. Replacement certificates are available upon request through the Department for members who may have been omitted by National Headquarters or for if they are needed for an earlier presentation.
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PAID-UP-FOR LIFE MEMBERSHIP PLAN
Who May Purchase The privilege of purchasing a PUFL Membership is extended to all members in good standing. To be in good standing for this plan, the member must have a valid membership card for the current membership year. The membership card is considered valid until December 31, after which time the member who has not renewed for the current year is delinquent. Application Procedure Easiest - Online: www.legion.org Members Paid Up for Life enter required data, get offer and pay online. Or if not wanting to pay online: click on the download and mail paper application and print. Please review, there will be a few items you need to add. Mailing address is at the bottom of the form. By paper application: The applicant for a PUFL Membership fills out the top portion of the application form in full, signs it, and turns it over to the Post Adjutant. Unless the membership is to be charged to MasterCard or Visa or is going to be paid using the time payment plan, remittance in full should be submitted with application-personal check, money order, or bank draft. It may be sent to the Department or directly to the address at the bottom of the form. National will provide the Department with a monthly printout of memberships that are processed and those will be sent to the Post’s that are affected.
Paid-Up-For-Life Membership Cards After the application has been verified and processed by National Headquarters, the member will receive directly from National Headquarters a permanent PUFL Membership card, which should be carried as proof of continuing membership. The member will also be sent each year thereafter an annual membership card that will be similar in appearance to the regular card. This card is also mailed directly to the member by National Headquarters. If the member purchases a PUFL after National has mailed out the annual paper PUFL card for the year, it will be the responsibility of the Post to give the member their paper membership card, National WILL NOT mail one out to the member unless requested by the Post. If a member has chosen to do time payment plans, he or she WILL NOT receive their permanent plastic PUFL card until the PUFL has been completely purchased.
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Cost of a Paid-Up-For-Life Membership The cost of a PUFL Membership is based on two factors: 1.) the age of the member at the time the membership is purchased, and 2.) the total dues of the Post at that same time. The total dues of the Post include the Department and National per capita and the amount of the annual dues retained by the Post. The dues amount used to compute the cost of a PUFL Membership may not be less than the sum of the Department and National per capita of $35.00.
Minimum Dues (Waive Post’s Portion) Posts have the option to allow a member to purchase a PUFL membership at the per capita rate of $35.00. Keep in mind that when Post PUFL checks are issued during the month of August, the Post will NOT be reimbursed for their portion of the dues amount for members they’ve allowed to purchase PUFL at the discounted, per capita rate.
Paid-Up-For-Life Registers & Payment of Annual Dues to Posts The rosters, along with the post’s portion of the PUFL dues money, will arrive at the Department around the second week in August and forwarded to the Post in the monthly mailing. The PUFL count will appear on the membership statements around the same week in August as well. PUFL members whose record is coded ‘U’, or ‘Undeliverable’, will NOT appear on the PUFL rosters. These members MUST submit written notification to National Headquarters alerting National of any changes to the member’s address. If this is not corrected, PUFL members will not get counted on the post’s total PUFL count. The member will not be updated for the current year until the ‘U’ code is removed from the member’s record. It is very important for the Post to follow up with these members.
New Members
A veteran wishing to join The American Legion and purchase a paid up membership at the same time must first pay their initial year membership dues, and after receiving a permanent nine digit membership number from National, they may then send in their PUFL application.
Transfers PUFL members will be permitted to transfer to a Post in the same Department with the approval of the Post. A Post accepting a PUFL member as a transfer will receive annual dues at the rate in effect in the original Post at the time the membership was purchased. The new Post will not receive credit for the transferred member until the following year if the transfer takes place after July 1st.
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SECTION
2
Target Date Awards
Target #1 Department Convention – 25% - Marriott East Hotel July 7th & 8th Award: An “Early Bird Membership Kickoff Pin” for each Post that turns in paid
membership cards. Also, the top 20 Posts with the highest % turned in will receive an additional pin.
The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #2 – August Membership Drive in – 38% - Department HQ Aug 7th Award: The District that turns in the most renewals will receive $250.00 in gift
cards.
The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #3 – September Membership Drive in – 51% - Department HQ Sept 11th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #4 – Fall Conference –62% - Marriott East Hotel Oct 7th & 8th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
31
Target Date Awards continued Target #5 – Veterans Day Membership Drive in – 71% - Dept. HQ Nov 13th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
*This month we will also award a February Lincoln Pilgrimage trip to two the Post Commanders & Membership Chairmen – details to be announced.
Target #6 – Christmas Membership Drive in/Mail in – 80% - TBA Dec 9th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
*This month we will also award a trip to the Washington Conference for District Commander & Membership Chairman in 1st Place.
Target date #7 – Mid-Winter Conference – 87% - Marriott East Jan 13th & 14th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #8 – February Membership Drive in – 91% - HQ Feb 5th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
32
Target Date Awards continued Target #9 – Legion Birthday Membership Mail in – 96% - Dept. HQ Mar 5th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #10 – Spring Conference – 99% - Marriott East Hotel Apr 7th & 8th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #11 – May Membership Drive in – 100% - Department HQ May 7th Award: The District that turns in the most renewals will receive $250.00 in gift
cards. The District that turns in the most new membership cards will receive $250.00 in gift cards.
Target #12 – Close of Books Celebration – 101% - Indiana Veterans June 4th Home Award: The 1st and 2nd place Districts with the largest % increase over last year’s
COB will receive $1000.00 in gift cards.
The District in 1st place after Close of Books will be awarded with a complimentary hospitality suite at the Department Convention.
The award winners will be determined after card adjustments have been posted.
33
Individual Membership Awards
Individual membership awards are issued to any member who wishes to participate. The members do not have
to be a Post or District Officer.
Department
Star Membership Recruiters
Each member that recruits 10 new or reinstated members will receive a “Membership Recruiter Pin”. We
appreciate your diligent work. Recruiters, be sure to print your name on the smaller Department portion of
the card before it is turned in. Beginning this year, names may not be added or changed after the cards are
received at HQ.
Department Recruiter of the Year
Each American Legion Post will have the opportunity to submit the name of the Recruiter from that Post who
has signed up the highest number of New Members for the 2017 membership year by Monday, May 1, 2017.
The Department Adjutant will determine the Top New Member Recruiter and certify the winner to National
Headquarters. The new Member Recruiter, at the National level, properly certified from each Department will
be awarded a plaque with his/her accomplishment inscribed thereon.
National
Special Achievement Award: “Gold Brigade”
A Legionnaire who recruits 50 or more NEW members* by Monday, May 1, 2017, will qualify for enrollment
in the elite “GOLD BRIGADE” of the American Legion. These very special Legionnaires will receive the
following:
First time winners - Gold Brigade Jacket, Certificate, Patch and Pin.
Second time winners - Gold Brigade Certificate, Hash Mark for the
Jacket Sleeve, Pin and the choice of either a Gold Brigade Jacket, a Sweater with a Gold Brigade
logo or a Polo Shirt with a Gold Brigade logo.
All Gold Brigade members will be entered in a drawing to be held at the 2015 National Convention. Each Gold
Brigadier will be entered one time for each 50 new members that he/she signed up for the contest. If the Gold
Brigadier signed up 100 new members, his/her name will be entered twice. Five $1,000 Award Certificates will
be provided.
Special Achievement Award: “Silver Brigade”
A Legionnaire who recruits 25-49 NEW members* by Monday, May 1, 2017, will qualify for enrollment in the
elite “SILVER BRIGADE” of the American Legion. These very special Legionnaires will receive a Silver
Brigade Certificate, Patch and Pin.
*Recruiters must keep their own new member listing. Gather the information as you go through the
membership year, so you are prepared to attach the list to your Gold or Silver Brigade application for the
award.
34
National Recruiter of the Year
One Legionnaire will be declared, by National, “National Membership Recruiter of the Year” based on the
entries from each Department. The award will consist of an expense paid trip to the 2016 National Convention.
The trip includes round trip air transportation, hotel accommodations for 6 days/5 nights, and reserved seating
tickets to the National Commander’s Banquet for Distinguished Guests for the winner and spouse.
Post Awards
Post awards are issued to any Post that meets or exceeds the below requirements listed for each award.
100% Membership Achievement Award
Posts achieving 100% of their membership goal will each receive a 100% certificate, streamer ribbon and 100%
Commander’s and Adjutant’s Pins. Posts will be presented with these awards by their District Commander or
Membership Chairman.
Richard S. Kaplan Award
This is awarded to the Post securing the greatest number of new members in the 2016 - 2017 card year.
Ralph F. and Robert E. Gates Trophy
The Post with the greatest percentage of increase over its four-year average, based on its Close of Books figures
will be awarded this trophy.
Donald W. Hynes Memorial Award
This award is given to the Post that attains an All-Time-High in membership for the highest number of
consecutive years. The winner is determined by records maintained by the Membership Department.
Top Ten Awards
The ten largest membership Posts in the Indiana Department will receive this award.
Jack Butler Award
The post with the highest percentage of retention of members, based on Close of Books, receives this award.
Roscoe Turner Memorial Award
This plaque is awarded to the District which has the greatest numerical increase over the previous year at the
Close of Books. The winner is determined by records maintained at the Department Headquarters in the
Membership Department. *Not according to the score sheet
K.W. “Big” Ohl Award
This award is presented annually to the District in the Department of Indiana that has the Most Consecutive
District All-Time Highs in membership. *Not according to the score sheet
35
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 ___________________________ qualifies for the Silver Brigade Award for enrolling 25 to 49 NEW MEMBERS into The American Legion by May Target Date. Silver Brigaders receive a silver pin and a Silver Brigade certificate. NAME: ____________________________________________ POST NO: __________
ADDRESS: ____________________________________________________________
PHONE: _______________ Number of NEW MEMBERS enrolled (25 to 49): ________
______________________________ __________________________
Department Adjutant (signature) Post Adjutant (signature)
______________________________ __________________________ Date Date
USE ADDITIONAL SHEETS IF NECESSARY
DEPARTMENT REMINDERS - Forward a copy of this form to the National Membership Division and a copy of the list of new members signed up to National Headquarters, on or before the last day of May. A NEW member is defined as ANY eligible veteran who was not a paid member, in good standing, for the current membership year. Transfers do not count as new members.
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 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:
a 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: a 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”, check one: jacket sweater polo shirt
(Check size): S M L XL XXL XXXL
NAME: POST NUMBER:
ADDRESS: CITY, STATE, ZIP:
PHONE: # NEW MEMBERS ENROLLED (min 50)
DEPARTMENT ADJUTANT (signature) POST ADJUTANT (signature)
DATE ADDRESS
USE ADDITIONAL SHEETS IF NECESSARY
DATE (Cannot be after May Target Date)
DEPARTMENT REMINDER - Forward a copy of this form and a copy of the list of new members to NationalMembership Division on or before the last day of May. Email: [email protected] or Fax: 317-630-1413.
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 ________________________ 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. (Check one) Man’s Blazer: (Cut) Short Regular Portly (Stout) Long Extra Long Extra Extra Long
PLEASE SPECIFY EVEN SIZES 34-54 _____________ Size
Lady’s Blazer: (Cut) Short Regular Long Extra Long Extra Extra Long
PLEASE SPECIFY EVEN SIZES 4-20 ______________ Size
(Please Type or Print)
Name ____________________________ Post No. _____________ Member ID ___________________
Phone ____________________________ Years of being a Gold Brigader 19/20____ - 20____
Certified: _______________________________________ Department Adjutant (signature) _______________________________________ Date DEPARTMENT REMINDER - Forward a copy of this form to the National Membership Division and a copy of the list of new members signed up to National Headquarters, on or before the last day of May. Email: [email protected] Fax: 317-630-1413
CERTIFICATION FORM
GOLD BRIGADE SIXTH CONSECUTIVE YEAR OR MORE AWARD
The following member of the Department of _________________________ qualifies for the sixth consecutive year or more Gold Brigade Award for enrolling fifty or more new members into The American Legion by May target date. This award is a $150 check and a “Master Recruiter” Legion cap, along with a Gold Brigade plaque, cap pin, and hash mark. Note: Please type or print; Make sure all of the information below is complete to help avoid processing delays. Name: Post No. Phone: Post City: Years qualifying for Gold Brigade: Cap size: Please specify crown type (Regular, Fort Knox, Women’s crown): Please specify (Lined or Unlined): Mandatory Insignia: Yes No If yes, please list: Certified: _______________________________________ Department Adjutant (signature) _______________________________________ Date DEPARTMENT REMINDER - Forward a copy of this form to the National Membership Division and a copy of the list of new members signed up to National Headquarters, on or before the last day of May. Email: [email protected] Fax: 317-630-1413
NOMINATION FORM
“RECRUITER OF THE YEAR”
* POST ADJUTANT SEND TO: ** DEPARTMENT ADJUTANT SEND TO: DEPARTMENT HEADQUARTERS MEMBERSHIP DIVISION PO BOX 1055 INDIANAPOLIS, IN 46206-1055 Email: [email protected] Fax: 317-630-1413 In the Department of ___________________________, 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) 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) 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 Department Adjutant ______________________________ __________________________________ Date Date
Mail to reach on or before:
*Department Headquarters: May 14th
**National Headquarters: Last Day of May
REPORT OF LIFE MEMBERSHIP AWARD
Information Sheet
Purpose of Report: To submit the names of Legionnaires who have been awarded a Life Membership by their post for the purpose of recognizing the receipt of This honor by publishing their name in The American Legion Magazine, as space is available. The report follows on the next page, and may be reproduced as needed.
Deadline for Reporting: Anytime during the year. Mail to: Honorary Life Membership Notification The American Legion Magazine PO Box 1055 Indianapolis, IN 46206-1055 Fax: (317) 630-1280 Email: [email protected]
REPORT OF HONORARY LIFE MEMBERSHIP AWARD Mail To: Honorary Life Membership Notification
The American Legion Magazine
PO Box 1055
Indianapolis, IN 46206
I hereby report the following Honorary Life Membership award(s) for publication in The American Legion Magazine.
This report is submitted according to the following guidelines:
Each Honorary Life Membership listed below was awarded by our Post at absolutely no cost to the member. In
each instance, the Post has made provisions to pay the member’s entire Department and National dues for the
remainder of his or her life (unless the member chooses to transfer to another Post).
Due to space limitations, The American Legion Magazine cannot publish the names of the members who have
purchased their own Life Membership under the provision of National’s Paid-Up-For-Life (PUFL) program or
from a Life Membership program administered by a Department; no such member’s name is listed below. Only
lifetime memberships purchased by the Post and awarded to the member will be published.
Reports of Honorary Life Memberships are accepted for publication only when certified by signature below of the
current Post Commander, Adjutant or Finance Officer.
PLEASE TYPE OR PRINT CLEARLY
Name of Post Post #
Address
City State Zip
Member’s Name Year Awarded Mbsp Card ID # (Required)
I hereby certify that I have read the criteria regarding publication of Honorary Life Members and that the member(s)
listed above is/are fully qualified.
Signature Date
Office Held (Post Commander, Adjutant or Finance Officer)
(Reproduce this form as needed)
SECTION
3
MEMBERSHIP TRANSMITTAL FORM
THE AMERICAN LEGION, DEPARTMENT OF INDIANA
To: Indiana American Legion Transmittal#___________ Card Year___________ Date______________ ATTN: Membership
5440 Herbert Lord Road From: ________/________ ____________________________________________
Indianapolis, IN 46216 . Post / District Post City
Check/Money Order # ________________________ for $_____________ or Credit Card $_____________ to cover per capita for ________ member cards.
Renewal cards this transmittal __________
Paying transfers in __________
New cards this transmittal __________
Cards prior transmittal __________ Paid online __________
Total cards to date __________ Non-paying transfers __________
Signature ____________________________________ d
Distribution: White copy to department headquarters; yellow copy retained by post.
MEMBERSHIP TRANSMITTAL FORM
THE AMERICAN LEGION, DEPARTMENT OF INDIANA
To: Indiana American Legion Transmittal#___________ Card Year___________ Date______________ ATTN: Membership
5440 Herbert Lord Road From: ________/________ ____________________________________________
Indianapolis, IN 46216 . Post / District Post City
Check/Money Order # ________________________ for $_____________ or Credit Card $_____________ to cover per capita for _________member cards.
Renewal cards this transmittal __________
Paying transfers in __________
New cards this transmittal __________
Cards prior transmittal __________ Paid online __________
Total cards to date __________ Non-paying transfers __________
Signature ____________________________________
Distribution: White copy to department headquarters; yellow copy retained by post.
MEMBERSHIP TRANSMITTAL FORM
THE AMERICAN LEGION, DEPARTMENT OF INDIANA
To: Indiana American Legion Transmittal#___________ Card Year___________ Date______________ ATTN: Membership
5440 Herbert Lord Road From: ________/________ ____________________________________________
Indianapolis, IN 46216 . Post / District Post City
Check/Money Order # ________________________ for $_____________ or Credit Card $_____________to cover per capita for _________member cards.
Renewal cards this transmittal __________
Paying transfers in __________
New cards this transmittal __________
Cards prior transmittal __________ Paid online __________
Total cards to date __________ Non-paying transfers __________
Signature ____________________________________
Distribution: White copy to department headquarters; yellow copy retained by post.
Department Use Only
$_____________
AMOUNT
___________ # OF CARDS
_____________
POSTED BY
_____________
DATE
__________
Department Use Only
$_____________
AMOUNT
___________ # OF CARDS
_____________
POSTED BY
_____________
DATE
__________
Department Use Only
$_____________
AMOUNT
___________ # OF CARDS
_____________
POSTED BY
_____________
DATE
__________
The American Legion
Member Data Form
The Member Data Form (MDF) is used to report a variety of information regarding a member. For example, the
form (No. 30-001) is used to report name or address changes, post transfers or deceased notifications.
Always clearly print the information in black or blue ink when completing the form. The Member ID number,
post number and name of the department are required for an MDF to be processed by National Headquarters.
The signature of the post adjutant is also required when reporting Honorary Life Membership, a deceased
member, a post transfer or a continuous years change.
The following pertains only to post transfers:
The transfer of membership from one post to another is a privilege granted to any paid-up Legionnaire with the
approval of the post to which the member is requesting transfer.
TRANSFER GUIDELINES:
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, deeming them ineligible 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 requesting transfer of membership must first secure approval from the post
TO WHICH the transfer is requested; this may be approved verbally or in writing. The
adjutant of the new post will complete and route the parts of the MDF as instructed.
4) National Headquarters will complete the process by transferring the member’s record to
the new post, provided the member’s current record is on file and provided the transfer
information on the MDF is complete.
5) Department LIFE members (not PUFL), should check with their department headquarters
prior to requesting transfer.
6) Transfer forms must be completed for any DMS member requesting or approving transfer
into a local post. No DMS member will be transferred into a department headquarters
post except in the event that a member has physically moved from one department to
another and specifically requests transfer into the new department’s headquarters post.
Route the parts of the Member Data Form as follows:
Parts 1, 2 & 3 – Send to department headquarters. The department will forward Part 1 to National, retain Part 2
for their files, and mail Part 3 to the member’s former post.
Part 4 – The post should retain Part 4 for its own files.
The American Legion Member Data Form
(Please use ink and print clearly using UPPERCASE letters) Date
Member ID # (9 digit): Dept: Post #: Alpha Code
Name: (First) (MI) (Last) (Suffix)
MEMBERSHIP RECORD CHANGE
Deceased Honorary Life Membership Awarded by Post Paid-Up-For-Life Member (Purchased) Name Correction:
(First) (MI) (Last) (Suffix)
New Address:
Line 1
Line 2
City State Zip Code
Telephone #: - - E-Mail Address: ___________________
Date of Birth: - - Cont. Years Mbshp: for Month Day Year (4-digit) # Years Paid Mbsp Year
War Era: Mark the appropriate box with an “X.” If more than one applies, please mark only the earliest War Era served.)
4/6/17 – 11/11/18 (WWI) 12/7/41 – 12/31/46 (WWII) 6/25/50 – 1/31/55 (Korea) 2/28/61 – 5/7/75 (Vietnam) 8/24/82 – 7/31/84 (Grenada/Lebanon) 12/20/89 – 1/31/90 (Panama) 8/2/90 - Cessation of hostilities as determined by U.S. Govt. (Persian Gulf)
Branch of Service: Air Force Army Coast Guard Marines Navy
Member Transferring from: Department (Alpha Code) Former Post # Member Transferring to: Department (Alpha Code) New Post # Signature – Post Adjutant Signature – Member (Required for Transfers, Deceased, Hon. Life and Cont. Years changes) (Required for Transfer)
SEE INSTRUCTIONS ON REVERSE SIDE
Form No. 30-001 (2002)
1
The American Legion Member Data Form
INSTRUCTIONS
The Member Data Form (MDF) should be used to report:
Name/Address Changes Date of Birth Continuous Years Changes Deceased Members Post Transfers
Always clearly print the information in black or blue ink when completing the form. The Member ID number, Post number and the name of the Department are required for an MDF to be processed by National Headquarters. The following pertains to Post transfers only: The transfer of membership from one Post to another is a privilege granted to any paid-up Legionnaire with the approval of the Post to which the member is requesting transfer. TRANSFER GUIDELINES:
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, deeming them ineligible 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 requesting transfer of membership must first secure approval from the Post TO WHICH transfer is requested. This may be approved verbally or in writing. The Adjutant of the new Post will complete and route the parts of the MDF 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 transfer information on the MDF is complete.
5) Paid Life Members in the Departments of Kansas and Nebraska should check with their Department Headquarters prior to requesting transfer.
Route the parts of the Member Data Form as follows: Parts 1-2-3: Send to Department Headquarters. The Department will forward Part 1 to National retain Part 2 and mail Part 3 to the member’s former Post. Part 4: Post retains for its files. NOTE: The signature of the Post Adjutant is required in reporting an Honorary Life Membership, a deceased member, a Post transfer or a continuous years change.
Credit Card Form
Member Name: __________________________________________________ Full Address: ____________________________________________________
Street, City, State, Zip Code
Phone Number: _______________________________ Member ID: __________________ Credit Card Type: Visa MasterCard Discover (Circle one)
Credit Card #:_________________________________________ Exp. Date (MM/YYYY):____________ Validation Code: ___________ Amount: ____________ Signature: _________________________ Date: ___________ Post #: ____________
Credit Card Form
Member Name: __________________________________________________ Full Address: ____________________________________________________
Street, City, State, Zip Code
Phone Number: _______________________________ Member ID: __________________ Credit Card Type: Visa MasterCard Discover (Circle one)
Credit Card #:_________________________________________ Exp. Date (MM/YYYY):____________ Validation Code: ___________ Amount: ____________ Signature: _________________________ Date: ___________ Post #: ____________
Credit Card Form
Member Name: __________________________________________________ Full Address: ____________________________________________________
Street, City, State, Zip Code
Phone Number: _______________________________ Member ID: __________________ Credit Card Type: Visa MasterCard Discover (Circle one)
Credit Card #:_________________________________________ Exp. Date (MM/YYYY):____________ Validation Code: ___________ Amount: ____________ Signature: _________________________ Date: ___________ Post #: ____________
Post Credit Card Form
Post #: _________
Account Name: _______________________________ Address: ____________________________________ City, State, Zip Code: __________________________ Phone Number: _______________________________ Credit Card Type: Visa MasterCard Discover (Circle one)
Credit Card #: _____________________________________ Exp. Date (MM/YYYY): __________ Amount: _____________ Signature: _________________________ Date: _________
The American Legion, Department of Indiana 5440 Herbert Lord Rd., Indianapolis, Indiana 46216
<Member Name & Address> <Todays Date>
On behalf of Department Commander Jim May and the entire American Legion Family, I’d like to
congratulate you on your decision to join the Nation’s Oldest and Largest Veterans Service Organization.
Now that the formalities are done, let’s get down to the business of Supporting Veterans Affairs and
Rehabilitation, assisting our Children & Youth, Providing for the National Security & aiding our
communities in pursuit of true Americanism.
The 1st thing that would be helpful would be for you to get involved in your new Post. Your Post has its
regular Meetings on the ____ st _______________ of every month at ______ PM. The following are just
some of the programs that may interest you. Please contact your Post to obtain information on the
following:
AMERICANISM
• Baseball • Bowling • Golf • NSFA • POW/MIA • SAL Department Advisory Committee
CHILDREN & YOUTH
• AL Family Scholarship • Americanism & Government Contest • Boy Scouts • Boys State Enrollment • Flag Education • Girl Scouts • Junior Shooting Sports • Oratorical Contest
INTERNAL AFFAIRS
• American Legion Riders • Community Involvement • Fire Fighters/EMS/Law & Order • Legislative • Membership • New Post Development • Public Relations • Religious Emphasis
REHABILITATION
• Employment • General Hospital • Indiana Veterans Home • Nursing Home • Veterans Assistance
Your Post may also have other programs and special functions that are unique to your area.
The person that recruited you into the American Legion should be a good person to ask questions and
help you get started. If that person is not available, you can get the phone number for your Post
Commander by calling the Department Headquarters at 888-723-7999.
There is also a great deal of information available on the National and Department Web Sites. National:
www.legion.org Department: www.indianalegion.org.
One of the things that most folks find helpful in fitting in to their new Post is to “put on the Uniform”.
For us, this is simply an American Legion Hat. You can acquire one through the following web site at
your convenience. http://emblem.legion.org/uniform_caps/legion.asp
The American Legion Cover is usually worn during all Official Meetings and Formal Functions.
We are a veterans’ organization dedicated to veterans’ needs and services. Most Posts have an active
Honor Guard for funerals of veterans, to respectably provide an honorable service for a fellow veteran’s.
I would also like to invite you to attend the District and Department meetings. I have included the
schedule for your District’s meetings. Our Department (State) meetings are held four times per year and
are always held at the Indianapolis Marriott East near 21st & Shadeland Ave. I have attached the
schedule of events and other pertinent information for your benefit. I look forward to seeing you there.
I have also attached a few applications for you to use to recruit other Veterans you may know into our
fine organization as well as applications for the Sons of The American Legion and the American Legion
Auxiliary that you can use for your family members to join the Post. Please use them.
Having enjoyed my affiliation in The American Legion for many years, I am sure you too will find that
being a member is worth far more than the annual cost of dues.
Again, welcome and if there is anything I can do to assist you in the future, I can be reached through
Department Headquarters at 888-723-7999 during regular business hours.
Yours in Mutual Service,
Herb Hoffman Department Membership Chairman
Enclosures:
“Why you Should Belong” Brochures (Legion Applications) SAL Applications District Meeting Schedule Conference Schedule & Itinerary
The American Legion, Where Heroes Gather
The following forms are also available online. If you need assistance retrieving a copy of a form, please contact your district officers. Certification Forms: *Silver Brigade New Member Recruiter Award *Gold Brigade New Member Recruiter Award *Gold Brigade Fifth Consecutive Year Award *Gold Brigade Sixth Consecutive Year Award *Recruiter of the Year Other Awards:
Report of Honorary Life Membership Award Other Membership Forms:
Transmittal Forms (3 to a page) Member Data Form Please only print 3 pages-1 for the Post and send 2 to Department
Member Credit Card Form (3 to a page)
Post Credit Card Form Transmittal Detail Listing New Member Letter *You are responsible to keep a list of your new members to submit with your certification form.
I am a 2017
Early Bird
I am a 2017
Early Bird
I am a 2017
Early Bird
I am a 2017
Early Bird
