Processing Membership This is MyLegion.org Processing Membership 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

PROCESSING MEMBERSHIP ON-LINE POSTS CAN NOW PROCESS MEMBERSHIP AND DUES PAYMENTS ON-LINE DIRECTLY TO NATI0ANAL 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 payments using Echecks 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 Add New Member / Transfer-In Members Renew Membership Manage Payment Method How to set-up payments & Banking information Per Capita Transmittals, eChecks, Declined eChecks

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.

Membership/Post Processing - Process Membership TRANSMITTAL BATCH An “Open” Transmittal Batch is used to add, transfer or renew membership. The “Transmittal Batch” form allows you to Add New Members, Transfer paying members, and renew members selected from a list of members that currently reside in your Post. March 2018

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 TRANSFER PAYING MEMBERS 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

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#

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

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

Membership/Post Processing - Process Membership MANAGE PAYMENT METHOD The per capita dues payments made in MyLegion are done electronically. Echeck is the only payment method available when using this feature. The account must be a valid business checking or savings account held with a US Bank. The Post account will be held until the first Echeck completes processing in the banking network. This is only necessary for the first transaction, as we need to make sure all account information is setup correctly. To set up your post’s bank account for online Echeck payments click the Manage Payment Method button. Step 1 – Select “Manage Payment Method”. Electronic check (Echeck) is the only payment method available when using this feature. The account must be a valid business checking or savings account held with a US Bank. Credit card payments are only accepted for foreign Posts outside of the US that do not have a checking/savings account with a US Bank. Your account will be held until the 1st-Echeck completes processing in the banking network. This is only necessary for your 1st- transaction as we need to make sure all account information is setup correctly.

MANAGE PAYMENT METHOD To set up your post’s payment method, enter your post’s bank account information, including the Routing Transit Number and Account Number. Once all the required information on the “Manage Account” screen has been correctly entered, the file.

Membership/Post Processing - Process Membership DUES TRANSMITTAL DUES TRANSMITTAL Send National per Capita dues + Department per Capita dues To National Headquarters NATIONAL HEADQUARTERS Will send Department Per Capita dues to your Department Only submit the National Per Capita Dues and Department Per Capita, in effect at the time of the transaction, to National Headquarters. National Headquarters will send payment of the Department Per Capita dues back to the Department Headquarters office. Do NOT send your post’s portion of your annual dues to National Headquarters. Each dues payment charged for a member is the sum of the National Per Capita plus Department Per Capita in effect at the time of the transaction. National Headquarters will handle payment of the Department Per Capita back to the Department Headquarters office. March 2018

Echeck PROCESSING GUIDELINES The processing time for Echecks can take up to seven (7) business days. During this period, a “Pending” charge will be placed on the funds in the checking/savings account. In addition, the batch status in myLegion will also show a “Pending” status during this period. After successful transfer of funds to the bank at National Headquarters, the transmittal status will change to “Processed”, and the member information will be updated to the National Database.

Membership/Post Processing - Process Membership DECLINED Echeck If a Post submits payment for a batch of transactions and the Echeck is declined: The transmittal of the batch in myLegion will be set to “Declined” status. The Post Officer will be notified via email, and the batch will NOT be processed. New bank account information must be entered before you can re-submit the rejected batch. Declined batches may be re-submitted. If not re-submitted within two weeks (14 days), the batch will be deleted. Common reasons an Echeck is declined: 1.) Insufficient funds 2.) Bank Account has been closed 3.) Invalid Bank Information If a Post submits payment for a batch of transactions and the Echeck is declined, the transmittal status of the batch in myLegion will be set to “Declined” and an automated e-mail will be sent to notify the post of the rejected transmittal and the members in the batch will not be updated. Before you can submit a new batch, new bank information must be entered to re-submit. Declined batches can be re-submitted within 14-days. If not re-submitted within the 14-day period, the batch will be deleted. March 2018

Membership/Post Processing - Process Membership DECLINED Echeck When an Echeck is declined: The Post will be charged all penalty fees levied by the ACH (Automated Clearing House) processor for declined Echecks. The American Legion National Headquarters reserves the right to suspend the “Process Membership” feature for a Post at any time due to a high volume of declined transactions, or malicious use of the myLegion site. Credit card payments are only accepted for foreign Posts outside of the US that do not have a checking/savings account with a US Bank. If a Post submits payment for a batch of transactions and the Echeck is declined, the transmittal status of the batch in myLegion will be set to “Declined” and an automated e-mail will be sent to notify the post of the rejected transmittal and the members in the batch will not be updated. Before you can submit a new batch, new bank information must be entered to re-submit. Declined batches can be re-submitted within 14-days. If not re-submitted within the 14-day period, the batch will be deleted. RCBP March 2018