Closing a Unit - Procedure list?

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chmsant
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Posts: 51
Joined: Mon Sep 19, 2011 12:00 pm
Location: Elk Grove, CA, USA

Closing a Unit - Procedure list?

#1

Post by chmsant »

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
russellhltn
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Closing a Unit - Procedure list?

#2

Post by russellhltn »

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.
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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aebrown
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Posts: 15153
Joined: Tue Nov 27, 2007 8:48 pm
Location: Draper, Utah

Re: Closing a Unit - Procedure list?

#3

Post by aebrown »

There are Help Center articles to help you with this process:
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