member record manual

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Member Record Manual

Member Records Manual

Table of Contents

Foreword ..................................................................................1

Section 1: New Memberships......................................................3Adding New Members ....................................................3Dues-Withholding Details................................................4National Life Membership ..............................................6Distinguished Member Program......................................7Adding or Transferring Chapter Members ......................7Membership Cards ..........................................................8

Section 2: OtherMember Records......................................................9Prospective Members & Recruitment..............................9Inactive Member Records ..............................................10Membership Renewals ..................................................11Changes to a Member Record ......................................12Changes to Officer’s Roster ..........................................12Logistic Support Area ....................................................12

Section 3: Reports and Listings fromHeadquarters ..............14Chapter Activity Report (M-112) ..................................15Semi-Annual Membership Roster (M-114) ....................16Chapter and Federation Officer Roster (M-111) ..........18Chapter Membership Summary (M-110) ......................19Chapter Dues Advance Payment Report (W-101) ......20Ordering Special Membership Labels/Listings/Disks ....21

Section 4: Other Functions ofMember Records ................22Publications and Subscription Fulfillment ......................22NARFE magazine: Delivery Choices ............................23Membership Inquiries and Correspondence..................24

Section 5: Sample Forms ..................................................25

Member Records Manual 1

Foreword

Maintaining the membership records system and

NARFE magazine mailing list, which includes

more than 300,000 members and subscribers, is the

responsibility of NARFE Headquarters. We continually

strive to provide the best information possible to our

membership and the field by maintaining complete and

accurate membership records.

The membership master file includes all active members, potential and inac-

tive members, subscriber and complimentary records. The information from the

membership master file is used to generate rosters, reports, printouts, dues

notices, membership cards and mailing labels.

The NARFE membership system has been developed and improved over

many years. Working together, NARFE’s members and Headquarters staff

have molded the system to suit the needs of an ever-changing organization.

This edition of the NARFE Member Records Manual provides useful informa-

tion to chapters, federations and others concerning procedures and forms

needed to maintain an accurate and up-to-date membership records system.

This revised manual supersedes all previous editions.

NARFE Member Records System

*Logistic Support Area or LSA consists of a group of postal ZIP codes that are or have beenassigned to each chapter within a federation. Each state federation president has the authori-ty to establish and/or change a Logistic Support Area for each chapter within the federation.An individual ZIP code cannot be assigned to more than one chapter.

Foreword

2 Member Records Manual

Change of Address

__________________

__________________

__________________

__________________

__________________

Federation Officer RosterFor the state of ____________________; 20___ and 20___

1. PLEASE READ THIS ENTIRE FORM CAREFULLY BEFORE FILLING IT OUT.

2. Every office is assigned a specific number code, entered in the computer database in numerical sequence to speed entry.

Please do NNOOTT change or type-over titles not used by your federation. Check box next to title if the officer listed is a new officer.

3. The federation secretary or secretary-treasurer should use this form to report federation officers (elected and appointed) to headquarters immediately after:

•Every federation convention, but no less than annually

•In convention years, submit with the conven-tion report (F-22) as soon as possible after theconvention. •If the F-22 is delayed over two weeks after theconvention ends, send this F-7A separately andcheck here: nn

•Every change in any federation office

4. Note: Every federation officer must be: a national member AND a member of a chapter of the federation.

SSuubbmm iitt tt hhiiss ccoomm pplleetteedd ffoorrmm ttoo ::NNAARRFFEE,, AAtt ttnn:: FFeeddeerraattiioonn aanndd CChh aapp tteerr SSeerrvviicceess,, 6600 66 NN .. WWaasshhiinnggttoo nn SStt .. AAlleexxaanndd rriiaa,, VVAA 22 22331144

EXECUTIVE VICE PRESIDENT 21 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

TREASURER 24 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

SECRETARY 23 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

1ST VICE PRESIDENT 22 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

2ND VICE PRESIDENT 22 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

SECRETARY TREASURER 25 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

3RD VICE PRESIDENT 22 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

PRESIDENT 20 (Check box nn if this is a new officer)

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

LEGISLATIVE CHAIR (Federal Legislation) 26 nn

Member # ____________________________________

Member Name ________________________________

Address ______________________________________

City, State, Zip ________________________________

Phone # (____) ___________ Fax # (____) __________

E-mail: _______________________________________

F-7A (02/99)

Change of Address

__________________

__________________

__________________

__________________

__________________

SECTION 1:

NEW MEMBERSHIPS

Amembership application must be completed for each annually renewing newmember to be added to the membership system. In order to process anapplication, all the requested information should be listed legibly. To transmit

the names of the new members who are recruited by chapters along with any pay-ments, use form F-16, Dues Transmittal Sheet for New Members. Instructions forpreparing this form are on its reverse side.

When someone enrolls as an annual member, he or she is billed every subse-quent year for membership dues. Membership dues include national and chapterdues (set locally). The H-140A gives the applicant four payment options: checkenclosed, bill me, credit card payment or money order.

While the H-140A is the basic national membership application, there are twoother types of applications: National Life Membership (F-53) and Dues-Withholding(DW-2 or DW-3). A basic application for annual membership can also be found inevery issue of NARFE magazine.

Adding New Members

Membership Eligibility in NARFENARFE membership eligibility categories are found in the NARFE Bylaws, Article I, Membership and Dues,Section 1, “Any person who is or will be eligible to receive an annuity or survivor annuity from any of the civil-ian retirement programs of any agency of the government of the United States or of the District of Columbiashall be eligible for membership in the Association without regard to race, color, creed, national origin, sex orage, and upon application, shall be accepted as such member unless excluded by the National Executive Board(NEB) for reasons deemed by them to be detrimental to the Association.”

Dues-Withholding ProgramsDues Withholding is a payment method that gives NARFE members the option

of having their annual dues automatically deducted from their annuities on amonthly basis. The following forms are used to enroll:

� DW-2. Used by existing members who want dues withheld from their annuity.


Dues-Withholding Programs

� DW-3. Designed for new members joining the Association who prefer tobegin their membership as dues-withholding members. DW-3 is printed on greencard stock. DW-3 is pictured below.

Dues Withholding is a combined national and chapter dues-withholding planwhereby the Office of Personnel Management (OPM) withholds one-twelfth ofthe combined national and chapter dues.

The month in which withholding will begin is determined by the annual dues expi-ration date. In cases where members are behind in their dues payment, the withhold-ing date will be the withholding month currently being processed.

Chapters will receive the full amount of chapter dues on the member’sanniversary date, which is the month withholding began. Thereafter, the chapterwill receive payment each following year on that anniversary month. NARFEHeadquarters will issue checks to the chapters along with a payment report stat-ing the names of the members with dues withholding for the first time or with adues-withholding anniversary month matching the withholding month.

Dues-Withholding Details

C S

NARFE Dues Withholding Application For New Members (Retirees)

(Please Print)

Civil Service Annuity Number(Include prefix, CSA or CSF)

(Mr., Mrs., Miss, Ms.)(Last, First, Middle Initial)

Address:

City, State, ZIP: E-mail:

Date of Birth:

Request and Authorization for Voluntary Allotment from Annuity for Payment of Organizational DuesBe sure to fill out both sides of this form and mail to: NARFE, Member Records,

606 North Washington Street, Alexandria, VA 22314-1914

Recruiter’s ID: Chapter Desired:(If known)

– – – –

Social Security Number (9-digit number)

Telephone:

–

(Include any applicable suffix)

C S


(Please Print)



Address:


Date of Birth:




– – – –


Telephone:

–


C S


(Please Print)



Address:


Date of Birth:




– – – –


Telephone:

–


AUTHORIZATION No payment should be forwarded with application.I authorize the United States Office of Personnel Management to make appropriate deductions from my annuity payments, not to exceed theamount certified by the National Active and Retired Federal Employees Association (NARFE) as the amount of dues for which I am annuallyobligated, in accordance with elections I make below and to pay the deducted sum to NARFE. This authorization shall also apply to any and alldues changes certified by NARFE membership in accordance with elections I make below: Please allow 60-90 days for processing.

Do You Authorize Your Spouse’s Dues to Be Withheldfrom Your Annuity? Yes NoIf YES, enter your spouse’s name below.

Spouse’s Name

You authorize:First year membership fee of $33.00;and in subsequent years, Nationalplus Chapter dues of record to bewithheld annually.

I understand that this authorization shall be valid until NARFE receives and processes my written notice of cancellation in accordance with itsagreement with the Office of Personnel Management and that any disputes regarding this authorization shall be a matter between NARFE andmyself. I hold the Office of Personnel Management harmless for any erroneous allotment deduction made pursuant to this authorization.

Signature of Annuitant or Survivor Annuitant Date

Dues payments and gifts or contributions to NARFE are not deductible as charitable contributions for federal income tax purposes. DW-3 (07/09)



Spouse’s Name







Spouse’s Name





(front)

(back)


Dues-Withholding Programs

National/chapter members must have both chapter and national dues

withheld under the dues-withholding program. Inquiries or problems

with a NARFE withholding should be directed to NARFE Headquarters

not the Office of Personnel Management. Direct contact with NARFE

national will avoid unnecessary delays.

TRANSFERS AND DUES-WITHHOLDINGTransfers between chapters will not automatically transfer a withholding to anoth-

er chapter. Dues-withholding members who transfer from one chapter to anotherneed to submit an F-84, Chapter Transfer, to affect the transfer. An alternate methodof transferring chapters is to have a chapter officer send written correspondence tothe Member Records Section or contact the toll-free number 800-456-8410.

WHEN A CHAPTER CHANGES THE DUES AMOUNTThe chapter should inform NARFE Headquarters by letter or by completing

the appropriate block on the F-7 form and returning it to the Federation andChapter Services Section indicating the new dues amount and when the new duesgo into effect. After Headquarters has received and processed this information, alldues-withholding checks for chapter dues will automatically be changed, and themembers’ deductions will be changed on their anniversary dates. Notification mustbe received at least 90 days before the month the dues change is effective.

DUES-WITHHOLDING MEMBERSHIP CARDSDues-withholding participants receive permanent membership cards during the

first month of withholding. This card is valid for as long as a member continues toparticipate in NARFE’s voluntary dues-withholding program. It contains theNARFE national membership number, the name of the participant, the chapternumber and the effective date. The effective date is not an expiration date. It is themember’s anniversary date, which marks the inception of withholdings from themember’s annuity. Every year in the month specified on the membership card, thechapter will receive the full amount of the chapter dues for these participants hav-ing both national and chapter dues withheld.

LEAD TIME FOR PROCESSING DUES WITHHOLDINGThe processed dues-withholding application will show the member’s anniver-

sary date and the amount of the monthly withholdings. Membership dues pay-ments should never accompany DW-2 applications. OPM requires six to eightweeks of lead time for dues-withholding to take effect, so completed DW-2 formsshould be received in Headquarters at least 60 days before the renewal date of themember requesting participation.


National Life Membership

The Life Membership option eliminates the need for a yearly national dues pay-ment and saves the national office administrative costs. It also results in savings formembers over the years. Members who enroll by submitting form F-53, LifeMembership Application, are permanent members of NARFE and a permanentsource of support in our Association. This payment option does not include thechapter dues amount, which will be billed on a yearly basis. The costs for lifememberships are based on age at time of application.

Previous membership status or prepayment of national dues will have noeffect on the life membership fee schedule.

Paid life membership does not apply to chapter membership; it applies toNARFE national membership only.

Paid life members receive permanent life membership cards embossed withtheir names and NARFE identification numbers. They also receive inscribed cer-tificates and full color enamel pins.

Those members who choose to pay for a life membership in quarterlyinstallments will have a partial life membership until all installments are paid.This designation is noted on all reports as “PL.” The life membership card, cer-tificate and pin are not issued until all installments are paid.

Inquiries pertaining to life membership fees or payments should be directed tothe Member Records Section at NARFE Headquarters.


Distinguished Member Program

The NARFE Bylaws, Article I, Membership and Dues, Section 5(A), states: “Amember who has reached the age of eighty-five (85) years and has been a NARFEmember for at least twenty (20) years may be recognized as a Distinguished Memberupon request and certification by the chapter to the National Office that the criteriahave been met. A member recognized under the Distinguished Member programmust continue to pay NARFE dues.”

Chapters should submit names of members who are eligible for the DistinguishedMember program with documentation to the Member Records Section.

With this background, the member’s record will be converted to DistinguishedMember status and a permanent Distinguished Member card will be issued. This cardwill contain the member’s ID number, name and the word “Distinguished,” designat-ing membership status. Distinguished Member cards are sent to the officer who sub-mitted the request (unless advised otherwise) for presentation to the member.

Unless specifically noted by the chapter, Headquarters will code the member fornational Distinguished status only, which will not affect the yearly chapter billingprocess. Each notification should state whether the chapter is requesting nationalDistinguished status only or both national and chapter Distinguished status.

Inquiries pertaining to Distinguished Member eligibility and certification proce-dures should be directed to the Member Records Section Manager. Inquiries pertain-ing to the accuracy of a member’s record should be directed to the Member RecordsSection.

National Distinguished Membership is not transferable and ceases upon death. Aspouse may not inherit a national Distinguished Membership.

Adding or Transferring Chapter MembersChapters should notify Headquarters, by e-mail or the 800 line, of new chap-

ter members recruited from the LSA list or transferred from other chapters. TheNARFE membership system lists those members added to the chapter on theMonthly Chapter Activity Report (M-112).



Dues-withholding membership card

Distinguished Member card Life membership card

NARFE membership card

Membership Cards

Each NARFE member is entitled to a permanent membership identificationcard. New members are sent cards and welcome packages approximately 10-15working days after their information is entered into the NARFE computer system.

Request for replacement of lost or stolen cards may be addressed to theMember Records Section or call 1-800-456-8410.


SECTION 2:

OTHER MEMBERRECORDS

Prospective Members and Recruitment

NARFE Headquarters will accept thenames and addresses of federalemployees, retirees or other eligi-

ble people who are not members ofNARFE. Lists of prospective members,persons recently or about to be retiredand who are eligible for NARFE member-ship, are received from a variety ofsources.

Names of potential members will be placed on a special list in our computerfiles and accessed for the mailing of recruitment materials from Headquarters. Thenames and addresses of prospective members are retained in the computer filesfor one year to facilitate conversion to membership. The prospective member file,if fully utilized, can be a valuable resource in aiding membership recruitmentefforts.

Chapters will be notified on the Monthly Chapter Activity Report (M-112) ofprospective members recently added to the list and who live in their chapter orLogistic Support Area (LSA). These people may be contacted at the local level formembership recruitment. The identification number assigned to a prospectivemember becomes the permanent identification number when membership isapplied for and national and chapter dues are received and processed. Normalprocessing time of an application is two to four weeks.

Prospective members who join NARFE through a chapter should be listed onForm F16, Dues Transmittal Sheet, as new members. All inquiries pertaining toprospective members should be directed to the Recruitment and Retention Sectionat NARFE Headquarters.

The prospective member file, if fully

utilized, can be a valuable resource in

aiding membership recruitment efforts.

Inactive Member Records

CANCELLED BY REQUESTThese members may be chapter members or reside in the chapter’s Logistic

Support Area (LSA). For financial, personal or other reasons, they have askedNARFE Headquarters to cancel their memberships.

NON-RENEWALSMembers who fail to pay their dues are allowed a grace period of approxi-

mately 90 days before being placed in an inactive member status. If a dues pay-ment is received during this grace period and prior to inactive status, it isprocessed as a regular renewal with a new expiration date advanced one-yearfrom the former date. If a dues payment is received for a membership while it is inthe inactive file, it is processed as a reinstatement to active status with a new expi-ration date, which is advanced one year from the payment date.

MEMBER DEATHForm F-9, Notification of Death of Member, should be completed by the chap-

ter and sent to NARFE Headquarters, or the chapter may choose to notify theMember Records Section by calling the toll-free number 1-800-456-8410. Onreceipt of this notice, Headquarters automatically transfers to the spouse anyunexpired membership of the deceased member. If the membership of thedeceased has expired at the same time, Headquarters will give the spouse who isnot a member an opportunity to join, or continue the membership in theAssociation with the options of a life membership, dues-withholding or payment ofannual dues. If the surviving spouse is not a federal employee or retired employee,he/she may continue on dues withholding after receiving a CSF number fromOPM and completing adues-withholding form.

Surviving spousesof dues withholdingmembers who are alsoon dues withholdingwill receive a renewalnotice (unless they arethe employee orretired employee). If amember’s spouse doesnot notify the chapterof the member’sdeath, a renewal noticewill be sent as soon as OPM informs us the member is deceased. Paid national lifememberships and Distinguished Memberships are not transferable nor refundablein whole or in part.

— NOTIFICATION OF DEATH OF A MEMBER —Please print information about deceased member:

___________________________________________________________________________Last First M.I. Date of death___________________________________________________________________________Street Address________________________________________________________City State Zip NARFE Membership Number

Surviving Spouse Information

___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip

______________________ _________________________________ ______________Chapter Number Signature of Chapter Officer Date

F-9 (03/06)

NARFE Member?Yes No




___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No




___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No




___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No



Membership Renewals

NARFE uses a two renewal notice system. Dues renewal notices are producedto inform members who are in annual dues-paying status that it is time to renewtheir memberships. Notices are generated and mailed according to the member’sexpiration date.

FIRST RENEWAL NOTICEThe first renewal notice is mailed two months prior to the member’s expira-

tion date. This notice includes: (1) a renewal portion, to be returned with a checkfor the dues indicated; (2) a pre-addressed return envelope to use when sending inthe renewal and payment.

Chapters should urge members to send their renewal payment directly to thelockbox by using the preprinted envelope sent with their renewal notice. Thenotice received by the member has special coding and is designed to increase accu-racy and to reduce costs in updating our computer membership records. This willexpedite the processing of dues payments.

SECOND RENEWAL NOTICEA second renewal notice is mailed to members who did not respond to the

first notice. The second renewal notice is mailed one month after the expirationdate and includes a renewal portion and a pre-addressed return envelope.

ACTION BY CHAPTERA member may choose to pay his/her renewal dues to the chapter. If so,

chapters should follow the instructions for submitting dues of renewing mem-bers printed on the form F-16R, Dues Transmittal Sheet, for renewing mem-bers. Remittance of renewals on a Transmittal Sheet, should be accompanied bya dues renewal notice for each member listed. A sample of form F-16R withinstructions is included at the end of this manual.

Once a member renews, send in the dues renewal notice and theTransmittal Sheet promptly. Prompt action avoids further dues renewal noticesbeing mailed to the member. This saves irritation on the part of the memberand the chapter, and embarrassment and unnecessary cost to the Association.Including the dues renewal notice received by the member from Headquarterswith the Transmittal Sheet ensures that the correct member record is updated.

If the dues renewal notice is not available, enter the membership expirationdate and the name in the appropriate space on the form F-16R.

Rather than submitting changes directly, a member may choose to give nameand address changes to his/her chapter for submission to NARFE Headquarters.Please submit changes of address by e-mail, mail or notify the Member RecordsSection of this change by calling the toll-free number 1-800-456-8410 or by e-mail to [email protected].

Chapters are encouraged to submit name and address changes at least fourweeks before the date they will go into effect. This normally provides sufficienttime to update the record and prevent erroneous mailings. After a name has beenchanged or a chapter transfer is processed, the member should request a newmembership card. All changes do no generate a new card. For more informationon membership cards, see pages 9 and 10.

Changes to a Member Record


To submit changes to the chapter or federation officer’s roster, follow theinstructions on forms F-7 and F-7A, which are included in Section 5, SampleForms, at the end of this Manual. As stated in National Bylaws, Article I, Section3(e), chapters will advise the Headquarters by January 1 of each year of theamount of its individual chapter dues. This change is also reported on an F-7.The forms should be updated at least once a year and sent to theHeadquarters’ Federation and Chapter Services Section whether there arechanges or not and also must be submitted whenever there is a change in offi-cers or dues amount.

Changes to Officer’s Roster

Logistic Support Area - ZIP Code AssignmentsThe Logistic Support Area (LSA) consists of a group of postal ZIP codes that

have been assigned to each chapter within a federation. This enables Headquartersto send membership information on national-only and potential members directlyto the chapter that serves that particular ZIP code area.

Each federation president has the authority to establish and change a logisticsupport area for chapters within the federation. All ZIP codes within a federationshould be assigned. An individual ZIP code cannot be assigned to more than onechapter.

New ZIP codes that are put into service by the postal service and becomeknown to NARFE through entry into the member records system, are listed onthe quarterly LSA roster. The roster is distributed to federations and regional vicepresidents. Federation presidents should review these rosters and submit changes


to Headquarters.

No changes in ZIP codeassignments can be made with-out written instructions fromthe federation president. If aZIP code is transferred fromone chapter to another, thefederation must consult bothchapters. No change should bemade without agreementbetween the chapters. If a chap-ter believes its LSA assignmentis incorrect or impractical, itshould contact the federationpresident, who will adviseHeadquarters of reassignment of ZIP codes. Federations should not reassign ZIPcodes from other states to chapter LSAs within their state.

Changes in LSA assignments should be submitted by the federation president toheadquarters on form F-46. Additions should be entered on the front and dele-tions on the back. Be sure to fill in the applicable chapter number(s) in the spacesprovided. A sample of the form F-46, with instructions, follows. Proper use of thisform will help ensure prompt and accurate entry into the computer system of LSAassignments. Be sure to sign and supply the information requested at the bottom ofthe form.

The Logistic Support Area (LSA)

consists of a group of postal ZIP

codes that have been assigned to

each chapter within a federation. This

enables Headquarters to send mem-

bership information on national-only

and potential members directly to the

chapter serving that zip code area.

Logistic Support Area - ZIP Code Assignments

SECTION 3:

REPORTS ANDLISTINGS FROMHEADQUARTERS

Note: Select chapter officers can now access several reports online.The M-112 (Chapter Activity Report) and the M-114 (Semi-AnnualMembership Roster) are now posted under the Special Section oncelogged into the NARFE Web site.


This report is generated by the NARFE computer system after each monthly pro-cessing cycle. Reports are distributed to chapter presidents, chapter membershipchairs, federation presidents, federation membership chairs and regional vice presi-dents. Chapter presidents receive two copies of the report and should redistributethem to other chapter officers who need them. There are no extra copies availablefor distribution. The report lists transactions processed during the calendar month.Processing done after this date will appear on the next month’s Chapter ActivityReport.

This report is used by many chapters as a membership retention tool. A chapterofficer or appointed member or committee should immediately contact memberswho have received second renewal notices or who have been dropped for non-pay-ment of dues, to encourage them to pay their dues or rejoin NARFE.

Chapters also use this report to update their Semi-Annual Membership Roster (M-114), which also is discussed in this section of the Manual. This permits the chapter tokeep a monthly accounting of the total chapter membership.

Chapter Activity Report (M-112)


VVOOLLUUNNTTAARRYYCCAANNCCEELLLLAATTIIOONNSS:: Showsmembers who cancelledtheir memberships.

CCUURRRREENNTT FFEEDDEERRAALLEEMMPPLLOOYYEEEESS ((11,, 22 && 33 YYRR))::Shows a member is still current federal employee.

OONNEE OORR TTWWOO YYEEAARR SSPPEECCIIAALL::Shows members who wereincluded in the NARFE OPMmailings.

NNEEWW MMEEMMBBEERRSS::Shows new membersrecruited by your chap-ter and the nationaloffice.The Recruited By(RB) column indicateseither recruitment bythe national office (N)or by the chapter (C).

MMEEMMBBEERRSSTTRRAANNSSFFEERRRREEDD FFRROOMMAANNOOTTHHEERR CCHHAAPPTTEERROORR LLOOGGIISSTTIICCSSUUPPPPOORRTT AARREEAA((LLSSAA)):: Shows memberswho have transferredinto your chapter andthe chapter from whichthe member transferred.

MMEEMMBBEERRSS SSEENNTT AASSEECCOONNDD DDUUEESSNNOOTTIICCEE:: Shows mem-bers sent second duesrenewal notices.

DDEECCEEAASSEEDD MMEEMMBBEERRSSWWIITTHH TTRRAANNSSFFEERR OOFFMMEEMMBBEERRSSHHIIPP TTOOSSPPOOUUSSEE:: Showsdeceased members andthe transfer of member-ship to the survivingspouse.

DDRROOPPPPEEDD FFOORR NNOONN::Shows membersdropped for non-renewal of dues.

MMEEMMBBEERR IINNFFOORRMMAATTIIOONN• Eight Digit Identification Number• Name• Address, City, State & Zip• Expiration Date or Dues Withholding Start Date• Home Chapter Number• National & Chapter Member or National Only (LSA) Membership• Dues Category (see category key at bottom of Activity Report)• Member Recruitment Code (applicable to new members only)• Phone Number

MMEEMMBBEERRSSTTRRAANNSSFFEERRRREEDDOOUUTT OOFF CCHHAAPPTTEERR::Shows memberswho have trans-ferred out of yourchapter into anotherchapter and thechapter to whichthey transferred.

RREEIINNSSTTAATTEEMMEENNTTSS::Shows personswhose membershiphas been renewedafter being dropped.

NNAATTIIOONNAALL LLIIFFEEMMEEMMBBEERRSS:: ShowsLife members(restored) whohave paid chapterdues.

MMEEMMBBEERR PPAASSSSEEDDAAWWAAYY:: Showsdeceased memberswith no member-ship transfer.

NNAATTIIOONNAALL LLIIFFEEMMEEMMBBEERRSS:: ShowsLife members suspended for non-payment ofchapter dues.

PPAAYYMMEENNTT SSTTAATTUUSSCCHHAANNGGEE:: Showsother membershipactivity such asmembers transfer-ring from onedues paying statusto another duespaying status.

Chapter Activity Report (M-112)

This roster is produced in April and October, after the regular processing cyclesfor those months. It is distributed to chapter presidents, federation presidents, andfederation membership chairs. The roster is in three sections:

1. “Chapter members” lists members of the chapter in alphabetical order. Thisportion of the roster also includes the following membership information: expirationor anniversary date, ID number, complete name and address of record, officer code(if any) and chapter number of record and phone number if available.

2. “National Life Members” (non-voting) lists life members whose rights andprivileges have been suspended for non-payment of chapter dues.

3. “National-Only Members” lists national members living in the chapter’sLogistic Support Area who are not members of a chapter. These lists are in alpha-betical order and include the following membership information: expiration oranniversary date, ID number, complete name and address of record, and phonenumber if available.

The totals of each category described above are at the end of every chapter list-ing.

This roster provides the chapter with the means to reconcile and correct itsrecords, and to have a complete listing of national-only members living in its LSAarea. Also noted on the roster are the codes “W” for national-only dues withhold-ing and “V” for national chapter dues withholding.

Corrections to the roster can be submitted on the appropriate form(s), byreturning a corrected copy of the roster, by e-mail or by calling Member Records at1-800-456-8410. Follow these steps to change or correct the listings on the roster:

• To add a name to the chapter roster, submit by e-mail or use the toll-free line.

• To report the death of a listed member, use form F-9, Notification of Death of a Member.

• To report the change of a member’s name or address, use e-mail or call Member Records at 1-800-456-8410.

If you feel that a roster discrepancy cannot be adequately communicated on oneof these forms, you may write a letter describing the difficulty and the desiredchange.

The completed change form or letter should be sent to the HeadquartersMember Records Section.

Note: If any change affecting the accuracy of the roster has been reported toHeadquarters during the 15 working days before the printing of the roster, do notsend an additional change. It is likely the change was not received in time to beincorporated into that particular roster.

Semi-Annual Membership Roster (M-114)



Semi Annual Membership Roster (M114)

Chap. and Fed. Officer Roster (M-111)

The report is arranged by state, with federation officers listed at the end of eachstate preceded by listings of each officer of each chapter within each state in chapternumerical order. The states are arranged in alphabetical order using the postal servicetwo-letter abbreviation for each state. For the convenience of the user, the roster alsoincludes a printed legend of NARFE officer codes and abbreviations.

If a change or correction is necessary in the federation portion of this listing, thefederation should submit form F-7A to the Headquarters Federation and ChapterServices.

If a change or correction is necessary in the chapter portion of this listing, chapterpresidents should submit form F-7 to the Headquarters Federation and ChapterServices.

The legend of officer codes, as they appear on the chapter and federation officerroster, follows:

0011 CChhaapptteerr PPrreessiiddeenntt0022 CChhaapptteerr VViiccee PPrreessiiddeenntt0033 CChhaapptteerr SSeeccrreettaarryy0044 CChhaapptteerr TTrreeaassuurreerr0055 CChhaapptteerr SSeeccrreettaarryy//TTrreeaassuurreerr0066 CChhaapptteerr LLeeggiissllaattiivvee CChhaaiirr ((NNAATT’’LL))0077 CChhaapptteerr MMeemmbbeerrsshhiipp CChhaaiirr0088 CChhaapptteerr PPuubblliicc RReellaattiioonnss CChhaaiirr0099 CChhaapptteerr SSeerrvviiccee OOffffiicceerr1111 CChhaapptteerr EEddiittoorr1122 CChhaapptteerr AAllzzhheeiimmeerr’’ss CChhaaiirr1133 CChhaapptteerr NNAARRFFEE--PPAACC CChhaaiirr1144 CChhaapptteerr FFiinnaanncciiaall SSeeccrreettaarryy1155 CChhaapptteerr OOtthheerr1166 CChhaapptteerr NNeett CCoooorrddiinnaattoorr1177 LLeeggiissllaattiivvee CChhaaiirr ((SSttaattee))2200 FFeeddeerraattiioonn PPrreessiiddeenntt2211 FFeeddeerraattiioonn EExxeecc.. VViiccee PPrreessiiddeenntt2222 FFeeddeerraattiioonn VViiccee PPrreessiiddeenntt2233 FFeeddeerraattiioonn SSeeccrreettaarryy2244 FFeeddeerraattiioonn TTrreeaassuurreerr2255 FFeeddeerraattiioonn SSeeccrreettaarryy//TTrreeaassuurreerr

2266 FFeeddeerraattiioonn LLeeggiissllaattiivvee CChhaaiirr ((NNAATT’’LL))2288 FFeeddeerraattiioonn LLeeggiissllaattiivvee CChhaaiirr//SSttaattee2299 FFeeddeerraattiioonn PPuubblliicc RReellaattiioonnss CChhaaiirr3311 FFeeddeerraattiioonn SSeerrvviiccee OOffffiicceerr3322 FFeeddeerraattiioonn SSeerrvviiccee CCoommmmiitttteeee3333 FFeeddeerraattiioonn MMeemmbbeerrsshhiipp CChhaaiirr3344 FFeeddeerraattiioonn EEddiittoorr3355 FFeeddeerraattiioonn AAllzzhheeiimmeerr’’ss CChhaaiirr3366 FFeeddeerraattiioonn NNAARRFFEE--PPAACC CCoooorrddiinnaattoorr3377 FFeeddeerraattiioonn IImmmmeeddiiaattee PPaasstt PPrreess..3388 FFeeddeerraattiioonn OOtthheerr4400 PPrreerreettiirreemmeenntt SSppeeaakkeerr4411 FFeeddeerraattiioonn NNeett CCoooorrddiinnaattoorr4422 FFeeddeerraattiioonn FFEEEEAA CCoooorrddiinnaattoorr4433 FFeeddeerraattiioonn AArreeaa//DDiissttrriicctt OOffffiicceerr4444 RReeggiioonnaall AAllzzhheeiimmeerr’’ss CCoooorrddiinnaattoorr4455 RReeggiioonnaall FFEEEEAA CCoooorrddiinnaattoorr4499 RReeggiioonnaall VViiccee PPrreessiiddeennttss5500 IImmmmeeddiiaattee PPaasstt RReeggiioonnaall VVPP5511 NNaattiioonnaall OOffffiicceerr5522 PPaasstt NNaattiioonnaall OOffffiicceerr



This report is generated after each monthly processing cycle. The report isarranged in chapter number order within states. The states are arranged in alphabeti-cal order using the postal service two-letter state abbreviation. It is distributed month-ly to federation presidents and regional vice presidents.

The date prepared reflects statistics as of that date. The summary informationgiven in the report is a result of total processing and is updated daily.

This report provides membership summary information for each state, andincludes the following categories of information:

Chapter Membership Summary (M-110)

Chapter members

Honorarymembers

Life members

Members ondues withholdingnational only

Members on national andchapter dues withholding

National Life membersNon-voting

Non-chapter membersin Logistic SupportAreas (LSA)

Total members Partial Life members

Total AFEMembers

Total RetiredMembers

Total One, Two YearIncentive Members

Chapter Dues Advance Payment Report (W-101)

This report was designed to send chapter dues for members who begannational and chapter dues withholding in the current month or those whoseanniversary occurs in the current month. The report is sent to the chapter treasur-er and provides the following information:

NARFEID# NAME

NNAATTIIOONNAALL DDUUEESS:: Totalannual NARFE dues. If there isa spouse ID number, this col-umn will be double the one-twelfth amount instead of only

one-twelfth a month.TTOOTTAALL WWIITTHHHHOOLLDDIINNGGSS:: This is acombination of annual national and

chapter dues amounts.

PPAAYYMMEENNTT TTOO CCHHAAPPTTEERR:: Payment amounts areshown for members whose anniversary dates are the

same as the payment-withholding month.

EEFFFFEECCTTIIVVEE DDAATTEE:: The “V” in thefirst column means national andchapter dues-withholding partici-pant. The first two numbers indi-cate the month withholding began.The next two numbers are the yearin which the chapter membersbegan participating in the dues-

withholding program. Chapters willbe prepaid the full amount of chap-ter dues for each member, eachyear in the month specified to the

right of the effective date.

SPOUSE ID #

CCHHAAPPTTEERR DDUUEESS:: Thiscolumn will also bedoubled if there is aspouse ID number.

MMOONNTTHHLLYYWWIITTHHHHOOLLDDIINNGGSS::This is the totalamount that isbeing withheldmonthly.

When you contact Headquarters in reference to a NARFE member, include the

member’s identification number, if possible. This number can usually be

obtained from the Membership Roster or Monthly Chapter Activity Report.

Use of the Monthly Chapter Update Report will help Headquarters and the

chapter to keep chapter/national membership records current.

W101

PLEASE NOTE:



The National Headquarters can provide labels and lists of chapter members,or national members living in the assigned LSAs. Labels and lists are for NARFEbusiness use only, as provided in Article I, Section 5, of the National Bylaws andshould be ordered by mail

LASER PRINTED LABELSSelf-adhesive Avery labels can be applied by hand to an envelope or mailer.

Label orders less than the total number of National Executive Board Members(14) will not be processed.

Cost: $16 per thousand.

MEMBERSHIP LISTINGS REPORTMember listings are in strict alphabetical, alphabetical within ZIP code, or

alphabetical within expiration date sequence. They may be used for recruitmentand/or retention purposes or as an additional tool for maintenance of memberrecords at the chapter level.

Cost: $15 per thousand.

DISK/CD-ROMMembership listings (data) can be provided on a CD-ROM or disks and may

be used for recruitment and/or retention purposes, maintenance of memberrecords, or for automating postal mailings.

Cost: $15 each. A minimum charge of $15 will be applied to labels and list-ings ordered.

ORDERING PROCEDURESLabel and listing orders are based on the number of sets needed, not by the

thousand. One set equals one label per member for the category order (chapter,federation or LSA). Labels/listings will be most current when printed at the regularmonthly cut-off date, usually mid-month. All requests require two weeks for pro-cessing and delivery from the date Headquarters receives the order. Rush ordersshipped overnight carry an additional minimum fee of $11.50.

Label orders should be submitted on the F-67 (order form for NARFE mem-bership Labels/Listings/Diskettes). These forms must be mailed to Headquartersclearly marked as a “Label Order” rather than phoned in or e-mailed. Please speci-fy the product type desired, the exact category to be extracted (chapter members,federation chapter members, or national only members living in assigned LSA), theshipping address, and billing address. Billing will follow in 30 to 45 days.

Label orders should be reviewed for accuracy and completeness immediate-ly upon receipt. If a discrepancy is discovered that will require a re-run,Headquarters should be notified without delay to ensure a timely remedy.

Ordering Special Membership Labels/Listings/Disks

SECTION 4:

OTHER FUNCTIONS OFMEMBER RECORDS


In most cases, the Member Records Section is responsible for researching allinquiries, making corrections to the member records, or preparing responses tothe members, if appropriate.

The membership records system includes an accurate and complete listing ofNARFE members who are to receive NARFE magazine. The magazine mailinglabel information is compiled from the names and addresses in the NARFE mem-bership system.

Whenever contact is made with Headquarters regarding a NARFE member,the membership number should be included, if possible. This number can be easilyobtained from these different sources: The semi-annual membership roster, themonthly chapter activity report, the member’s card or the member’s NARFE mag-azine labels.

Magazine labels include information about membership that helps NARFEresearch inquiries. The label layout provided below describes the categories ofmembership information included on labels.

Publications and Subscription Fulfillment

ID 1234567 CH 1111 Joe Bloe1112 Main Street #12Anytown, USA 00040

MMEEMMBBEERRSSHHIIPPNNUUMMBBEERR

CCHHAAPPTTEERR OOFF RREECCOORRDD


A NARFE member may ask to be put into a “no mail” status. Under theNARFE Bylaws, receipt of the magazine is a membership entitlement, thereforewritten request or approval is required by the member before being removedfrom the NARFE magazine mailing list. If a member or spouse of a member doesnot wish to receive NARFE magazine, he/she can e-mail, call the toll-free numberor write to the Member Records Section at NARFE Headquarters. The membershould be made aware that the amount of yearly membership dues will not beaffected by voluntarily declining to receive the magazine.

The delivery of a member’s copy of NARFE magazine is at Periodicals classpostage rates.

Bulk copies of NARFE magazine are available to chapter and federation offi-cers on request and after approval by Headquarters. Bulk copies are available inamounts up to five monthly and are meant for use in recruiting new members.These bulk mailings are mailed separately from the regular mailing of NARFE mag-azine to members.

When a chapter or federation reports (to Headquarters) changes in its officerroll, it should also ask for additions, deletions, increases or reductions in the bulkmail received by its officers.

Paid subscriptions to NARFE magazine are available to non-members and orga-nizations. The cost for 12 monthly issues is $33. Requests for paid subscriptionsshould be sent to the National Treasurer along with a minimum of one year’sremittance. Paid subscribers are contacted by Headquarters at subscription renew-al time.

Complimentary issues of NARFE magazine are available to appropriate individ-uals or organizations (government agencies, senior citizen and community groups).Those who are interested should address written requests for complimentary sub-scriptions to the National Vice President at Headquarters. On receipt and approvalof a request, a complimentary status will be added to the NARFE magazine mailinglist at no cost to the recipient. Complimentary copies are mailed at the samePeriodicals class U.S. postage rates as the regular NARFE magazine mailing.

NARFE magazine: Delivery Choices


Inquiries concerning membership issues, such as dues expiration or anniversarydates, names and addresses, new memberships, reinstating memberships, addingor deleting members from chapter rosters, etc., may be addressed to theHeadquarters Member Records Section by written correspondence, by contactingthe Member Records Section toll-free number 1-800-456-8410 or by e-mail.

In most cases, the Member Records Section has the responsibility to researchinquiries and make changes to the member’s record, or to write a response to themember.

In contacting Headquarters about a member’s record, include the member’snational membership number, if possible. This number can be obtained from thechapter/national membership roster, the monthly chapter activity report, the per-son’s own membership card, or the member’s NARFE magazine mailing label.

Inquiries about federation payments, PAC or other contributions, should bedirected to the National Treasurer.

Membership Inquiries and Correspondence


SECTION 5:

SAMPLE FORMSOn the following pages are samples of many of the forms referred to in this

manual. These samples include instructions and information on use of the forms.

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NARFE

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I INNSSTTRRUUCCTTIIOONNSS::

• C

hapters are en

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• A

ll chap

ters are req

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ter officers an

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ll chap

ter officers are requ

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dchap

ter mem

ber.

• All chap

ter du

es cha

nges received at th

e Nationa

l Office

requ

ire th

e effective da

te of the

due

s chan

ge and

req

uire a

minim

um notice of 9900 ddaa

yyssto becom

e fully effe

ctive.

• This completed

and

signed form

sho

uld be

sent for pro-

cessing to: NNAARRFFEE,, FFeeddee

rraattiioo

nn aanndd

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UUnniitt,, 6600

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AA 222233

1144--119911

44

F-7 (06-10)

National A

ctive and Retired

Federal Employees Association

606 North W

ashing

ton Street

Alexand

ria, V

irginia 223

14-191

4(703) 83

8-7760

• FAX (703) 838

-7783

President

01

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1st Vice President

02

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2nd Vice President

02

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Secretary

03

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Treasurer04

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Secretary Treasurer05

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____

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Leg. Chair

(Nat’l Legislatio

n)06

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Mem

ber #

____

____

____

____

____

____

____

____

____

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Mem

bership Chair

07

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Mem

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____

____

____

____

____

____

____

____

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____

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Public Relations

08

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Vacant

Mem

ber #

____

____

____

____

____

____

____

____

____

____

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____

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Service Officer

09

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____

____

____

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New

sletter Editor11

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Alzheimer’s Chair

12 ��

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Mem

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NARFE-PAC Chair

13

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Financial Secretary

14

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Other

15

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NARFE Net Coor.

16 ��

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Leg. Chair

(State Legislation) 17 ��

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Mem

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____

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F-7 Chapter Officer Roster

Fede

ration

Officer

Roster

Forthestateof

____________________;2

0___

and20

___

1.PLEASEREA

DTH

ISEN

TIREFO

RM

CAREFULLY

BEFOREFILLINGITOUT.

2.Everyofficeisassign

edaspecificnu

mbercode

enteredinthecompu

terdatabase

innu

merical

sequence

tospeedentry.

Please

doNOTchange

ortype-overtitlesnot

used

byyour

federation.Check

boxnextto

titleif

theofficer

listedisanewofficer.

3.Thefederationsecretaryor

secretary-treasurer

shouldusethisform

toreportfederationofficers

(elected

andappointed)

toheadqu

artersimmedi-

atelyafter:

•Everyfederationconvention,bu

tnoless

than

annu

ally

•In

conventionyears,subm

itwith

theconvention

report(F-22)

assoon

aspossibleafterthe

convention.

•IftheF-22

isdelayedover

twoweeks

afterthe

conventionends,sendthisF-7A

separatelyand

checkhere: ��

•Every change in any fe

deration office

4. Note: Every fe

deration officer m

ust b

e: a national

mem

berAND a m

ember of a chapter of the

federation.

Sub

mit this co

mpleted

form

to:

NARFE, A

ttn: Fed

eration and Cha

pter Services,

606 N. W

ashing

ton St. Alexand

ria, VA 223

14

EXEC

. VICE PRES

IDEN

T21

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TREA

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24

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SEC

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23

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1st VICE PRES

IDEN

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2nd VICE PRES

IDEN

T22

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SEC

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25

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3rd VICE PRES

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T 22

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PRES

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T 20

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LEG. C

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(Natl. Legislation) 26

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LEG. C

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(State Legislation) 28

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Mem

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EDITOR

34

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PR OFF

ICER

29

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ALZ

HEIMER

’S CHAIR

35

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SER

VICE OFF

ICER

31

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Nationa

l Active an

d Retired

Fede

ral E

mployee

s Assoc

iation

606 North W

ashington Street

Alexandria, Virg

inia 22314-1914

(703) 838-7760 • FAX (703) 838-7783

NARFE

-PAC CHAIR

36

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Mem

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IMMED

IATE

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.37

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Mem

ber # ___________________________________

Mem

ber Last Nam

e ___________________________

F-7

A (

06/1

0)pa

ge 1

of

3

F-7A Federation Officer Roster

(front of first page)


MEM

BER

SHIP CHAIR 33

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Mem

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Mem

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NET COORDINATO

R41

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FEEA

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42

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Mem

ber # ___________________________________

Mem

ber Last Nam

e ___________________________

F-7

A (

06/1

0)pa

ge 2

of

3

AREA

/DISTR

ICT OFFICER

S43 ��

New

��No change D

istrict o

fficers receive collective code “43” for appropriate mailings. Please insert other title used by your

federation (e.g. A

rea VP, District V

P, Regional representative, etc.)

PRER

ETIREM

ENT SP

EAKER

40

��New


Vacant

Mem

ber # ___________________________________

Mem

ber Last Nam

e ___________________________

New

?Officer Title

Mem

ber #

Nam

eAdd

ress

City, State, Z

IPPho

neE-mail

��

Sub

mitted to Fed

eration an

d Cha

pter Service

s by:

Date:

��Secretary

��Secretary-Treasurer

��Other______________________

FED OTH

ER 38

��New


Vacant

Mem

ber # ___________________________________

Mem

ber Last Nam

e ___________________________

(back of first page)


F-7

A (

06/1

0)pa

ge 3

of

3

Impo

rtan

t In

form

atio

n fo

r Fe

dera

tion

Pre

side

nt

I want to receive all N

ARFE reports via the NARFE W

eb site, w

ww.narfe.org.

��YES

��NO

If you mark yes, all paper copies of N

ARFE’s reports available on th

e NARFE W

eb site will cease.

This includ

es th

e M-110, M

-111, M

-112, M

-112S, M

-114, M

-260, etc.

____________________________________________________

Signature, Federation President

(front of 2nd page)






___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No




___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No




___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No




___________________________________________________________________________Last First M.I.

___________________________________________________________________________Street Address

______________________________________________________City State Zip


F-9 (03/06)

NARFE Member?Yes No

F-9 Notification of Death of a Member

F-16 Dues Transmittal Sheet—New Members

Chapter Check No._______Dated__________for $_____________

Signature___________________________________ Address_________________________________________

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Nat’l. Dues Chap. DuesLast Name First Name InitialLine Membership #*

State

Chapter No.

Date

Dues Transmittal Sheet—New MembersPlease follow instructions on reverse side.*This column for National Office Use only

Chapter Transmittal —Year No.

Totals

F-16 (02/08)

(front)


(back)

INSTRUCTIONS FOR COMPLETING THE F-161. Please type or print all data to insure accuracy. Keep a copy of the completed form

for your file.

2. List of New Members :

A. Include a completed Application for Membership, Form F-14, for each newmember. It is important that all data requested on the application, including completename andaddress, be provided; otherwise, enough data will not be available to enterthe new member into NARFE’s membership system.

B. Enter the name of the new member in the appropriate space on reverse side of thisform.

C. Enter the amount of national and chapter dues paid by each new member in theappropriate column. Forward the total amount to National headquarters. A $2.00recruiting fee for each new member recruited by the chapter will be returnedto the chapter with the chapter dues at the end of the month.

3. If additional space is needed, continue on another F-16 and make the check for the fullamount.

4. MAILING INSTRUCTIONS

Send completed form to:Attn: Membership RecordsNational Active and Retired Federal Employees Association606 North Washington StreetAlexandria, VA 22314-1914


Chapter Check No._______Dated__________for $________________

Signature___________________________________ Address

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Nat’l. Dues Chap. DuesLast Name First Name InitialLine Membership #

State

Chapter No.

Date

Chapter TransmittalYear No.

Totals

Dues Transmittal Sheet–Member Renewals

Please follow instructions on reverse side.

F-16R (02/08)

F-16R Dues Transmittal Sheet—Member Renewals

(front)


(back)

INSTRUCTIONS FOR COMPLETING THE F-16R

1. Please type or print all data to ensure accuracy. Keep a copy of the completedform for your file.

2. List of Members Renewing Dues:

Renewing members are encouraged to send their dues directly to P.O. Box 1517,Merrifield, VA 22116. However, if they insist on paying through the chapter, then the fol-lowing would apply:

Send in the national and chapter dues with the Dues Renewal Notice receivedby each member. Prompt action avoids a second Dues Renewal Notice being mailedto the member. Chapter dues will be returned to the chapter at the end of themonth.

3. If additional space is needed, continue on another F-16R and make the check forthe full amount.

4. MAILING INSTRUCTIONS

Send completed form to:Attn: Member RecordsNational Active and Retired Federal Employees Association606 North Washington StreetAlexandria, VA 22314-1914


NARFENational Association of Retired Federal Employees

H H H H H H

H H H H H H H

NATIO

NAL

AS

SO

CIA

TI

ON OF RETIRED FEDE R

AL E

MPLOYEES

Changes to L.S.A.Assignments

Please use this side for AADDDDIITTIIOONNSS to L.S.A. of Chapters in the _______State Federation.

Add Zip Codes in the Spaces provided below:

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Chapter No.

Lines ___Thru____.

Chapter No.

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Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

Federation Officer’s Title________________________________________________________Address_________________________________________________________________________________________________________________________________________________Federation Officer’s Signature_____________________________Date____________________

F-46 (01/82) TThhiiss ffoorrmm iiss ffoorr NNAARRFFEE SSttaattee FFeeddeerraattiioonn UUssee OOnnllyy.. SSeeee rreevveerrssee ffoorr IInnssttrruuccttiioonnss aanndd DDeelleettiioonnss..

F-46 Changes to LSA Assignments(front)

Federation President

Address

Signature ___________________________________ Date _______


Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

Chapter No.

Lines ___Thru____.

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Please use this side for DDEELLEETTIIOONNSS to L.S.A. of Chapters in the ______State Federation.Delete zip codes in the Spaces provided below:

Federation Officer’s Title

Address

Federation Officer’s Signature Date

Information and Instructions

L.S.A. means Logistic Support Area. The Logistic Support Area consists of a group of postal zip codes that are orhave been assigned to each chapter within a federation. Each state federation has the authority to establish and/orchange a Logistic Support Area for each chapter within the federation. An individual zip code can not be assignedto more than one chapter.

All changes to L.S.A. assignments should be submitted to NARFE Headquarters on this form or on an attachmentto it. Put additions on the front and deletions on the back. Be sure to fill in the applicable chapter number(s) in thespaces provided on both sides of the form––if you use both sides.

The proper use of this form will help assure prompt and accurate entry into the computer system of all L.S.A. as-signments.

Be sure to sign and supply the requested information at the bottom of the form.

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(back)

Federation President

Address

Signature __________________________ Date ________

______________________________________

______________________________________


F-67 Order Form for NARFE Membership Labels/Listings(front)

Requested By:

PRODUCT TYPE SORT ORDER

Please fill in as appropriate to complete the order. See instructions and important information on the other side ofthis form. This order is valid for the current calendar year. A new order must be completed each calendar year.

One-Time: _____________________________________ Date Required:

Select Months: Jan Feb Mar Apr Method of Shipment:(Circle) May Jun Jul Aug � U.S. Mail, First Class

Sep Oct Nov Dec � UPS Overnight Delivery

Calendar Year: 20 ________ Purpose of Labels: _______________________________

� Pressure Sensitive Labels � Diskette � ID# � Alpha� Line Listing � CD-R � ZIP/Alpha � State/Chapter

Name: _____________________________ Title: __________________ Federation: _________ Chapter: _________

Title: ______________________________ Address: ____________________________________________________

Federation: _________________________ ____________________________________________________________

Chapter: ___________________________ City: _____________________________ State/Zip: _________________

Address: ___________________________

___________________________________

___________________________________ Title: __________________ Federation: _________ Chapter: _________

City: ______________________________ Address: ____________________________________________________

State/ZIP: _________________________ ____________________________________________________________

Telephone: ________________________ City: _____________________________ State/Zip: _________________

E-mail: ___________________________

ORDER TYPE

Order Form for NARFE MembershipLabels/Listings/Diskettes/CD-Rs

REQUEST SCHEDULE

F-67 (06/08)

Send To:

Bill To:

# of Sets

Members in Chapter #: _____________________ (Enter Chapter Number)

Federation Chapter Members: _______________ (Specify State)

Federation National-Only Members: __________ (Specify State)

Federation Officers in State: _________________ (Specify State)

Officer(s): _________________________________ (Enter Officer Positions, or ALL for all Fed. Officers)

Officers in Chapter # _______________________ (Enter Chapter Number)


Chapter Officers in State: ___________________ (Specify State)


Other: ____________________________________ (Please Specify)

NARFE

USEONLY

:

NARFE USE ONLY:Label/Listing/CD-R Order(s) #: _____________________________ Number Printed: _______________________

Shipping Date: _________________________ 1st Class/UPS (circle) Cost: __________________________________

National Active and RetiredFederal Employees Association606 North Washington StreetAlexandria, Virginia 22314-1914703-838-7760 • FAX 703-838-7783


(back)

Order Form for NARFE Membership Labels/Listings/Diskettes/CD-RsInstructions & Information

Chapters and Federations may obtain mailing labels, name listings, CD-Rs or diskettes for chapter members or national-onlymembers. Federations may obtain labels, listings, CD-Rs or diskettes in the above categories on a statewide basis. Officerlabels/listings/diskettes/CD-Rs may also be obtained. The labels/listings/diskettes/CD-Rs are for NARFE business use only, asdefined in Section 5, Article II, of the National Bylaws.

� ORDERS MUST BE APPROVED BEFORE PRINTING.� ORDERS ARE VALID FOR THE CURRENT CALENDAR YEAR ONLY.

The four types of labels/listings/diskettes that can be provided and the applicable prices are:

� Pressure Sensitive: $16 per thousand. These are labels with self-sticking backing. To use them, peel off the computerpaper and apply them by hand to the envelope or mailer.

� Line Listings: $15 per thousand. These listings may be used for recruitment and/or retention purposes or as an addi-tional tool for maintenance of member records at the chapter level.

� Diskettes (3.5"): $15. These diskettes may be used for recruitment and/or retention purposes, maintenance of memberrecords or for automating postal mailings.

� CD-Rs: $15. These are CD-Rs that do not allow changing or erasing data.

Labels/listings/diskettes can be sequenced alphabetically or alphabetically within ZIP code. Labels/listings/diskettes shouldNOT be ordered by the thousand. Base your order on the number of sets you need. One set equals one label per member for thecategory ordered. You will be charged only for the actual amount of labels/ listings printed or diskettes. The minimum chargerequired to fill order request is $10.

Please mail your label/listing/diskette/CD-R order so that it arrives at Headquarters at least two weeks before the date request-ed. Orders usually are processed and mailed 7-10 days before the requested date. Unless otherwise specified, orders will bemailed 1 st Class U.S. Mail. Special requests for overnight shipment will be honored, but the additional costs of such requestswill be billed to the requestor. Overnight delivery by UPS costs a minimum of $11.50, based on weight. Billing will follow with-ing 10-15 days after the order has been processed.Use this form for orders. Please do NOT make telephone orders. Review your shipment for accuracy and completeness immedi-ately upon receipt. If you find problems that will require a rerun, notify Derrick Hayden at 571-483-1252.

All orders should be addressed to:Mail Center, Attn: D. Hayden606 N. Washington St.

Alexandria, VA [email protected]

Members in Chapter: Members who belong to the chapter specified.

Federation Chapter Members: Members who belong to a NARFE chapter in the state specified.The member's residence can be in any state.

Federation National-Only Members: Members who do not belong to a chapter but are in the LSA of a chapter ofthe state specified.

Officers in Federation: Federation officers for the state specified. (You must specify which officers youwant included. This may be presidents, secretaries, etc.)

Officers in Chapter: Chapter officers for the chapter specified. (You must specify which officers youwant included. This may be presidents, secretaries, etc.)

Chapter Officers in State: Chapter officers for the state specified. (You must specify which officers you wantincluded. This may be presidents, secretaries, etc.)

Prices and Descriptions of Labels/Listings Available

Request Schedule/Methods of Delivery

Where To Send Your Order

Definitions of Terms Used On This Form

Notes About Using This Form


606 North Washington StreetAlexandria, Virginia 22314-1914

800-456-8410

NARFE.org

member record manual

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