Does anyone know of a published resource that outlines the procedures for closing down a unit both from a branch and stake level? Our YSA branch has been consolidated with that of an adjoining stake. I'm the branch's membership clerk, but I'm also a stake clerk and need to know the process for handling everything.
Not something that happens everyday, but I'd like to get a head start on this and not have to wait to talk to SLC in the AM.
Thanks,
CS
Closing a Unit - Procedure list?
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Re: Closing a Unit - Procedure list?
Not that I'm aware of.
Some thoughts:
- Secure the check book
- Secure Handbook 1
- Secure Letterhead
- Secure financial paperwork - record destroy date on outside.
- Transfer funds to receiving ward(s)
- Transfer membership records
- Transfer any missionary accounts
- Secure computer. Copy MLS files to stake computer so you can do any tidying up. But make sure you have a login. Wipe hard drive, turn into FM.
- I'd print off donation reports and put them in the hands of the members you can locate.
- Clean out ward closets, divvy up the ward property, like kitchen utensils, manuals, supplies, etc.
Some thoughts:
- Secure the check book
- Secure Handbook 1
- Secure Letterhead
- Secure financial paperwork - record destroy date on outside.
- Transfer funds to receiving ward(s)
- Transfer membership records
- Transfer any missionary accounts
- Secure computer. Copy MLS files to stake computer so you can do any tidying up. But make sure you have a login. Wipe hard drive, turn into FM.
- I'd print off donation reports and put them in the hands of the members you can locate.
- Clean out ward closets, divvy up the ward property, like kitchen utensils, manuals, supplies, etc.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.
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So we can better help you, please edit your Profile to include your general location.
- aebrown
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- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
Re: Closing a Unit - Procedure list?
There are Help Center articles to help you with this process:
- Tithing Settlement and Discontinued Wards
- When I had a stake calling, I thought I saw a Help Center article that about boundary realignment, which helps explain how to move records in bulk. I can no longer see it. There's a wiki article Boundary realignment (MLS), which might be a bit dated, but certainly would be helpful.