MyLegion.org Processing Renewals & Transfers On-line USE THIS SLIDE FOR ANY LOCALIZATION NEEDED – POST, DISTRICT, DEPARTMENT OR DIVISIONAL CONTACTS AS APPROPRIATE. If not needed – delete text box and leave the space blank RCBP

PROCESSING MEMBERSHIP ON-LINE Posts Can Process Membership and Dues Payments On-Line Directly to National Headquarters in Processing Membership On-line allows records to be posted in a week, versus the 4-8 weeks the traditional U.S. mail membership processing took Essentially eliminating the possibility of duplicate dues renewal notices Electronic payment requires using Echecks, that are easy set-up and use

PROCESSING MEMBERSHIP ON-LINE Processing Membership On-line with MyLegion Allows: Renewal of Membership Adding New Post Members – with dues payment Transferring Legionnaires from other Posts – with dues payment For Active member (dues payment current) transfers, still use the Member Data Form (30-001) Utilizing Echeck electronic payments via Automated Clearing House (ACH) Eliminates sending paper-checks to the Department Headquarters Eliminates sending the National/Department portions of the (3-part) of membership cards

OUTLINE TOPICS COVERED Topics Covered: Processing Membership On-Line Getting Started – How to begin the process in MyLegion Processing Membership Transmittal Batch Renew Membership Transfer – a Member, with Dues Payment Add New Members

GETTING STARTED Use the button on MyLegion to start the process. Process Membership A Transmittal Batch is used to add, transfer or renew membership. Create an “Open” Transmittal Batch by clicking Edit. To view processed members, click on Review in the transmittal grid. Process Membership

TRANSMITTAL BATCH Only one “Open” Transmittal Batch is available for processing at any time. An “Open” Transmittal Batch must be submitted before a new batch can become available. Submit a Transmittal Batch at least once a week to reduce duplicate renewal notices being sent. If an “Open Batch” is NOT submitted within 14 days, the batch will be deleted. A $10,000 maximum limit is in effect for each batch.

TRANSMITTAL BATCH An “Open” Transmittal Batch is used to add, transfer or renew membership.

Use the Member ID or Name to select a member for membership renew. RENEW MEMBERSHIP Use the Member ID or Name to select a member for membership renew.

RENEW MEMBERSHIP After selecting the Legionnaire to renew, check the Renewal Years and select:

Membership/Post Processing - Process Membership TRANSFERING PAYING MEMBER Only members paying dues can be transferred through the MyLegion on-line process. If the transferring member has already paid dues for the current membership year, the transfer must be requested through the traditional method using a Member Data Form (30-001). To transfer a member you must have the Member ID# and last name. Enter the member information and “Continue”. Only members that are paying dues can be transferred through myLegion. If the transferring member is paid for the current membership year, the transfer must be requested through the Member Data Change form mailed to department. Update any member information if needed and “Save” to add to the batch. March 2018

Membership/Post Processing - Process Membership ADD A NEW MEMBER After entering information on a new members, save the information. Select “Add New Member”. Complete the “ADD NEW MEMBER” form and click “Save” March 2018

POSSIBLE MATCHES myLegion If a record already exists that matches the member record you will be alerted the member already exists. This safety feature is in place to help eliminate duplicates records. If you do want to add the member, select Continue and Add member. If you would like to transfer this member click on the members membership ID#

SUBMIT BATCH CONFIRMATION Membership/Post Processing - Process Membership SUBMIT BATCH CONFIRMATION When your batch is complete, click “Submit Batch” to initiate payment. Note: If bank information is not entered, the Submit Batch option will not be available. To enter bank information, select the Back button for the link to Manage Payment Method. March 2018

SUBMIT BATCH FOR PROCESSING Membership/Post Processing - Process Membership SUBMIT BATCH FOR PROCESSING Manage Payment Method explains how to set up electronic payments with your bank. If bank information is not properly entered, the Submit Batch Confirmation will not appear. After submitting the batch for processing, the “Process Membership” form will show the batch in a pending status. Once the transaction has completed processing in the ACH network, the Transmittal Status will change to “Processed.” Once submitted, changes cannot be made to the batch. If needed, adjustments can be requested through your department once the transmittal processes. Allow up to seven (7) business days for the transaction to clear through the ACH network. When your batch is complete, click “Submit Batch” to initiate payment. Note: If bank information is not entered, the Submit Batch option will not be available. To enter bank information, select the Back button for the link to Manage Payment Method. March 2018