Discuss questions around local unit policies for membership (creating records, transferring records, etc.) This forum should not contain specific financial or membership information.
ammonite_26 wrote:My ward is planning to clean the records. How can I move those members that we cannot contact or locate their address?
Someone else will have to provide details, but I believe you start by doing a "move out" and indicate the address is unknown. At some point a series of steps will be presented that you need to do before you can declare them "unknown".
Be sure to keep notes about the steps taken, because they will return for a second try.
The membership clerk should be able to do the actual processing, but he'll need the assistance of the ward council for "boots on the ground" work.
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ammonite_26 wrote:I'm a bishop. My ward is planning to clean the records. How can I move those members that we cannot contact or locate their address? We're planning to move their records to the area. thank you. hope you will help me on this.
When I served as ward clerk, I put together a checklist of the steps required to complete before moving records to address unknown. I built it to provide a convenient way to document all the steps were completed and the results, then handed to the assistant clerk-membership to move the record. I will PM you my email address: if you want a copy of the blank form, send me your email address and I'll be happy to send it to you.
capsley wrote:How does the new bishop receive notification that the prior leader chose the "Contact Prior Leader" option when moving a member record to a new unit? Does it show up on the new Bishop's LDS Tools app or on the physcial printout of the record from the MLS?
It shows up in the report that prints out in MLS with the incoming membership record. In other words, the clerk needs to inform the bishop that the request is attached to the new record. I believe the printout includes the contact information for the prior bishop.
The request does not flow to the LDS Tools app, even for the bishop.
You mean the incoming membership records that I NEVER print from MLS?
drepouille wrote:You mean the incoming membership records that I NEVER print from MLS?
When I served as clerk, I printed them to a .pdf and then reviewed each one. That way I could advise the bishop if there was something he needed to be aware of. If nothing stood out, I would delete them. It was a very rare case indeed that someone else transacted MLS data before I did.
davesudweeks wrote:When I served as clerk, I printed them to a .pdf and then reviewed each one. That way I could advise the bishop if there was something he needed to be aware of.
Such as annotations that might prevent certain callings.
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So we can better help you, please edit your Profile to include your general location.
Annotations and such I can handle, since they appear in the Confidential Member Report. It's the "please contact previous bishop" that I would miss by never examining incoming records.
Here is the Church policy on the subject. It is useful and productive in clearing records from unit directories. Assigning some of the listed actions to other members as listed in the steps below will expedite the completion of these actions.
Policy and Principles:
“Ward leaders, home or visiting teachers, or clerks should obtain the forwarding addresses of members as soon as they become aware that the members intend to move. If a member moves out of the ward without leaving a forwarding address, every effort should be made to determine the member’s new address, including the following:
Contact the occupants at the member’s last known address and ask them if they have a forwarding address.
Use postal services to find a forwarding address.
Call any last known telephone numbers.
Send an email to any last known email addresses.
Contact known family members and relatives.
Contact known friends, Church members, and full-time missionaries.
Contact ward priesthood and auxiliary leaders.
Check available online social networks.” (Help Center, Membership Records)
When the above is complete, you will need to present your results to your bishop. He then needs to approve the move of the member’s record to the Chuch’s Address Unknown Dept using Move Record Out in LCR. Note: home or visiting teachers could now read “ministering brothers and sisters”
jbuhl68 wrote:“Ward leaders, home or visiting teachers, or clerks should obtain the forwarding addresses of members as soon as they become aware that the members intend to move. If a member moves out of the ward without leaving a forwarding address, every effort should be made to determine the member’s new address, including the following:
...
Note: home or visiting teachers could now read “ministering brothers and sisters”
Where did you find that? I can send a request off to have it updated.
While you're at it, you might put in a request to have "The content on this page is restricted to certain roles. LDS Account sign-in is required." to "The content on this page is restricted to certain roles. Church Account sign-in is required."
Samuel Bradshaw • If you desire to serve God, you are called to the work.
