1. Membership/Post Processing - Process Membership
Renew
Add new members
Transfer-in existing members from other Posts.
NOTE: Posts can only transfer-in members that dues are being paid.
MDF must still be submitted.. Discussion?
Utilizes electronic payment (ACH). Credit card transactions are only available for departments outside the United States.
Eliminates the need for Post Officers to send the National/Department portion of the (3-part) membership cards and paper-checks to the Department Headquarters office.
7 business day processing time.
The “Process Membership” feature in myLegion allows American Legion Post Officers to renew, add new members and transfer-in existing members from other Posts.
NOTE: Posts can only transfer-in members that dues are being paid.
This feature utilizes electronic payment methods via myLegion, and eliminates the need for Post Officers to send the National/Department portion of the (3-part) membership cards and paper-checks to the Department Headquarters office.
The membership processing tool allows posts to Renew, Add, and Transfer-In paying members from other posts electronically. Electronic membership processing eliminates the need for post’s to send the National and Department portion of the (3-part) membership cards and paper checks to the Department Headquarters office.
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 will handle payment of Department per Capita back to the Department Headquarters office. Checks are mailed monthly by the Finance Division.
Processing time for Echeck is 7 business days. During that time the transmittal’s status is “Pending”. After a successful transfer of funds to the bank at National Headquarters, the transmittal status will change to “Processed” and the member information will be applied to National Database.
Credit card transactions are only available for departments outside the United States and should clear within 24 hours.
March 2018

2. Membership/Post Processing - Process Membership
How to Process Membership
Step 1 – Set up Payment Method.
Step 2: Click Edit to add renewals and/or new members to an “Open” batch.
Step 3 : Submit Batch for Processing
Open transmittals should be submitted within 14 days to decrease the likelihood of duplicate payments (online), and people complaining about getting renewal notices when they have paid.
If an open batch is not submitted within 14 days the batch will be deleted.
This process eliminates the need for Post Officers to send the National/Department portion of the (3-part) membership cards and paper checks to the Department Headquarters office.
Step 1 – Set up payment method.
Step 2 – Add members to an open batch. New, Paying Transfer and Renewing members.
Step 3 – Submit batch for processing.
Note: Open transmittals should be submitted within 14 days to decrease the likelihood of duplicate payments (online), and people complaining about getting renewal notices when they have paid. If an open batch is not submitted within 14 days the batch will be deleted.
This process eliminates the need for Post Officers to send the National/Department portion of the (3-part) membership cards and paper checks to the Department Headquarters office.
March 2018

3. Membership/Post Processing - Process Membership
Step 1 – Click on 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.
The Post 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.
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.

4. Membership/Post Processing - Process Membership
Enter the required information on the “Manage Account” screen and click “Save”
Bank Account Description can be abbreviated.
Enter the required information on the “Manage Account” screen and click “Save”
Account Type – Checking, Business Checking, Savings
Routing Transit No. – Must be 9-digit
Name on Account – Can be abbreviated. EX. AM LEGION POST 2
Address – Notifications of transmittal status will be sent to this .
March 2018

5. Membership/Post Processing - Process Membership
Step 2: Click Edit to “Open” transmittal batch.
Only one “Open” Membership batch is available for processing. The Open batch must be completed and submitted before a new batch becomes available.
A $10,000 maximum limit is in effect for each batch.
Step 2: Click Edit to add renewals and/or new members to an “Open” batch.
Only one “Open” Membership batch is available for processing. The Open batch must be completed and submitted before a new batch becomes available. A $10,000 maximum limit is in effect for each batch.
March 2018

6. Membership/Post Processing - Process 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

7. Membership/Post Processing - Process Membership
ADD A NEW MEMBER
To add a new member select “Click Here” to Add New Member / Transfer-In.
March 2018

8. Membership/Post Processing - Process Membership
ADD A NEW MEMBER
Select “Add New Member”. Complete the “ADD NEW MEMBER” form and click “Save”
March 2018

9. 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#

10. Membership/Post Processing - Process Membership
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After “Save”, the member appears in “Members in this Batch”. A running total of members and amount due will tally at the top of the page.
Click “Edit” to change demographic information, or “Remove” to delete this member from the batch.
Continue to add any renewals or transfers. When all members are entered select the “Submit Batch” button.
Note: If bank information has not been entered you will not be able to submit the batch.
March 2018

11. Membership/Post Processing - Process Membership
TRANSFER PAYING MEMBERS
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.
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 using the Member Data Change form mailed to Department.
March 2018

12. Membership/Post Processing - Process Membership
RENEW MEMBERS
To renew members of your post, begin with “Search for Members in My Post to Renew”. You can search for members by ID# or Name.
March 2018

13. Membership/Post Processing - Process Membership
RENEW MEMBERS
Notice that the search feature follows along with you as you type. As you type, a list of eligible members to renew will appear.
The example above shows “103” entered for “Member ID:” , and “s” for last name. The form then finds all members in your Post where Member ID begins with “103” and Last Name starts with “s”. Select the member by clicking “Renew”.
March 2018

14. Membership/Post Processing - Process Membership
RENEW MEMBERS
Select the Renewal Year(s) and click “Renew” . If a member is paying current and past dues, you can only renew 2 years in the same batch by clicking on both renewal years.
Members will be added to “Members in this Batch”.
March 2018

15. STEP 3 : Submit Batch for Processing
Membership/Post Processing - Process Membership
STEP 3 : Submit Batch for Processing
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.
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

16. Membership/Post Processing - Process Membership
A confirmation screen will appear with the address where the transaction receipt will be sent. This screen also allows you to change where the receipt will be sent.
Click “Submit” to initiate payment for the batch.
Your account will be held until this 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.
Your account will be held until this 1st-Echeck completes processing in the banking network.
This is only necessary for the 1st- transaction, as we need to make sure all account information is setup correctly.
March 2018

17. Membership/Post Processing - Process Membership
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 7-business days for the transaction to clear through the ACH network.
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 7-business days for the transaction to clear through the ACH network.
March 2018

18. Membership/Post Processing - Process Membership
REVIEW TRANSMITTALS
To view members that have been processed, click on Review in the transmittal grid.
To view members that have been processed, click on Review in the transmittal grid. This will provide a list of all members processed in the transmittal.
March 2018

19. Membership/Post Processing - Process Membership
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 send payment of the Department Per Capita back to the Department Headquarters office.
Post Transmittal
National per Capita +
Dept. per Capita
Dept HQs
National HQs
Dept Per Capita
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

20. Membership/Post Processing - Process Membership
ELECTRONIC CHECK (Echeck) PROCESSING GUIDELINES
The processing time for Echecks is up to 7-business days.
During the 7-business day period, a “Pending” charge will be placed on the funds in the checking/savings account designated by the American Legion Post.
In addition, the batch status in myLegion will also show a “Pending” status for the
7-business day period. After a successful transfer of funds to the bank at National Headquarters, the transmittal status of the batch will change to “Processed”, and the member information will be applied to the National Database.
Processing time for Echecks is up to 7-business days. During the 7-business day period, a “Pending” charge will be placed on the funds in the checking/savings account designated by the American Legion Post. In addition, the batch status in myLegion will also show a “Pending” status for the 7-business day period.
After a successful transfer of funds to the bank at National Headquarters, the transmittal status of the batch will change to “Processed”, and the member information will be applied to the National Database.
March 2018

21. Membership/Post Processing - Process Membership
Declined Echecks
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”.
The Post Officer will be notified via , and the batch will NOT be applied to the National database.
New bank account information must be entered before you can re-submit the rejected batch.
Declined batches can be re-submitted within 14-days. If not re-submitted within the 14-day period, the batch will be deleted.
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 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

22. Membership/Post Processing - Process Membership
Declined Echecks
Membership/Post Processing - Process Membership
Common reasons for declined Echecks are:
1.) Insufficient funds 2.) Bank Account has been closed 3.) Invalid Bank Information
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.
Common reasons for declined Echecks are: 1.) Insufficient funds 2.) Bank Account has been closed 3.) Invalid Bank Information 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.
March 2018

23. Impact on Membership Reports
When a Post submits a batch for processing, National Membership Reports and myLegion “Post wi District…etc” reports are updated immediately.

24. How and when does the Department per capita get paid?
Payment to the Department will be monthly along with the member-online renewals.
A line-item will be shown on the “Membership Statement” published in myLegion.
Supporting documentation that lists each Post and Paid-Member will also be published in myLegion
on a report labeled “Mem Stmt – Post ONL Renew”

25. MEMBERSHIP STATEMENT EXAMPLE: MYLEGION DOWNLOADS

26. MEM Stmt-Post ONL Rnw (Detail)
MEM Stmt-Post ONL Rnw (Post Summary) : LAST PAGES OF REPORT

27. NOTE: IF A DEPARTMENT ISSUES CREDITS FOR MEMBER ONLINE RENEWALS, POSTS WILL HAVE TO REDEEM THOSE CREDITS BY PERIODICALLY SUBMITTING A PAPER-TRANSMITTAL THROUGH THE DEPARTMENT. SMOOTHEST RECORD-KEEPING PROCESS IS FOR THE DEPARTMENT TO ISSUE CHECKS TO POSTS FOR ONLINE MEMBER RENEWALS.

28. How can the Department keep track of what Posts are submitting Online Transmittals?
How can the Department keep it’s AIM membership report updated?
A new folder has been created on the myLegion Report Server in the Department
“MEMBERSHIP FOLDER” labeled “POST ONLINE TRANSMITTALS”.

29. Online Post Transmittals can be in 3-different statuses:
1 – Submitted – Pending clearance through the banking network.
2 – Open – A transmittal has been opened, but NOT submitted for processing through the banking network.
3 – Completed : Money has been transferred and all membership adds/renewals have been applied to the database.
The “Open Transmittals” report retrieves information for “Submitted” and “Open” transmittals.

30. The “Closed Transmittals” report is displayed below, and should be used for Departments
Using AIM Membership Reports. Note that a date-range can be selected.
Recommendation : Use this report on a bi-weekly basis to keep your AIM Membership Report updated…
EXAMPLE: select data from 1/1 to 1/15 and 1/16 to month-end.