How to Process a Transfer |
To process a transfer you will need a
persons baptismal or Shelby ID number. Please do not transfer someone
outside of your area without first updating their address and phone
number. If you are transferring someone to the unknown, their mail
status needs to be changed to a “U” and if to General to a “G”. Contact
must be made before transferring someone to the general category. Please
follow the steps on “How to Process an Address Change” listed above. You
can only transfer people into your congregation. If you need to transfer
someone out of your congregation, please see the instructions below on
“Transfers Out”.
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| 1. |
On the Membership-Shelby v5.4 – [Home
Base]. Choose Utility. A drop down list will appear and you then click
on “RLDS Utilities” and then on “Member Transfer”.
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| 2. |
You will now have the box where you enter
the baptismal number of Shelby ID Number. Click in the circle by which
you are using and then enter that number in the space provided. Click
“Next”.
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| 3. |
You will now have a new box
that has the person’s name at the top and show where they are currently
enrolled and an empty line to enter where they are being transferred.
Click in the “TO” box and you will get a message telling you to press
the F4 key on the top of your keyboard.
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| 4. |
Pressing the F4 button will
give you a small field to add the Name/ID. Enter the last four digits of
the congregation they are transferring to or the name of the
congregation. Click in the large box under where you added the number/
name. It should now list the name of the congregation you entered. If
more than one is listed, click on the correct one and then click “OK”.
You will now be back on the previous screen and the name of the
congregation will be entered. (If you are transferring a family click in
the box next to “Transfer entire Family”. Click “OK”.
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| 5. |
Another box will come up with
the message “You are about to move (name of person) from (congregation
enrolled) to (new congregation moving to) continue?” If this is correct
click “Yes”, if not click “No”.
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| 6. |
If you chose “Yes” you will get
another box saying, “Transfer complete”. Click “OK”.
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| 7. |
You will be taken back to the
first box to enter a baptismal number. If you are finished with
transfers click on closed. If you are doing more transfers enter the
next baptismal/Shelby ID number into the box and continue. Once pulled
into your congregation you can make any changes needed.
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To transfer out of your congregation
To process a transfer out, you will need to contact the congregation
that they will be going to and contact that area so that they can be
transferred in. To know who to send the transfer out to, you can look on
the Church’s web page and send it to the region, stake, or mission
center office or you can contact Membership Records.
To get to the church directory that is on-line, go to
www.cofchrist.org/directory. |
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