1. MyLegion.org Processing Renewals & Transfers On-line
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2. 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

3. 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

4. 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

5. 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

6. 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.

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

8. 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.

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

10. 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

11. 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

12. 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#

13. 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

14. 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