Edit, Download, and Sign the BNI Request to Transfer Membership Form

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How do I fill this out?

Filling out the BNI Request to Transfer Membership Form is straightforward. Start by providing your current membership details and the chapter you wish to join. Be sure to include your reason for transferring and any necessary approvals from your Executive Director.

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How to fill out the BNI Request to Transfer Membership Form?

  1. 1

    Complete your personal and current membership details.

  2. 2

    Indicate the chapter you wish to transfer to.

  3. 3

    Provide a valid reason for the transfer.

  4. 4

    Obtain approval from your Executive Director.

  5. 5

    Submit the completed form along with the new membership application.

Who needs the BNI Request to Transfer Membership Form?

  1. 1

    BNI members looking to change chapters in the network.

  2. 2

    New members needing to complete their membership application for transfer.

  3. 3

    Executive Directors who need to approve membership transfers.

  4. 4

    Regional office staff for processing transfer requests.

  5. 5

    BNI chapter treasurers managing membership records.

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    Upload the BNI Request to Transfer Membership Form to PrintFriendly.

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    Select the text or field you wish to edit.

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    Make the necessary changes directly on the document.

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What are the instructions for submitting this form?

To submit the BNI Request to Transfer Membership Form, first ensure it is completed with all necessary details and signatures. Send the completed form along with the new BNI Membership Application to the Vice President of your new chapter. For further assistance, you may contact the BNI Atlanta Regional Office via email at office@bni.com or fax at (555) 555-5555.

What are the important dates for this form in 2024 and 2025?

For 2024 and 2025, keep in mind important deadlines such as membership renewal dates, general meeting schedules, and regional chapter events, which may affect transfer eligibility. Make sure to check each chapter's specific dates for meetings and approvals. Staying informed will streamline your transfer process.

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What is the purpose of this form?

The purpose of the BNI Request to Transfer Membership Form is to facilitate the transfer of membership from one chapter to another within the BNI network. This form outlines the obligations of the transferring member, ensuring they fulfill their commitment to both the original and new chapter. Additionally, the form serves as a record for chapter executives and regional office staff to manage transitions effectively.

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Tell me about this form and its components and fields line-by-line.

The BNI Request to Transfer Membership Form consists of several key components necessary for processing a transfer.
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  • 1. Member Name: The name of the member requesting the transfer.
  • 2. Company Name: The name of the member's affiliated company.
  • 3. BNI Category: The member's category within BNI.
  • 4. Phone: Contact number of the transferring member.
  • 5. Email: Email address of the transferring member.
  • 6. Chapter Transferring FROM: The chapter from which the member is transferring.
  • 7. Vice President Name: The name of the chapter's Vice President.
  • 8. Request to Transfer TO: The chapter the member wishes to transfer to.
  • 9. Reason for Transfer: Explanation for the membership transfer.
  • 10. Last Date Attended: The last date the member attended meetings.
  • 11. Effective Date: The expected date of the membership transfer.
  • 12. Executive Director Approval: Section for approval from the Executive Director.
  • 13. Comments: Area for any additional comments or discussions.

What happens if I fail to submit this form?

Failure to submit this form may result in the inability to transfer memberships effectively. This could lead to conflicts in chapter attendance and obligations. Members risk losing eligibility to participate in their desired chapter's activities.

  • Unprocessed Transfer Requests: Requests that are not submitted may remain unresolved, preventing members from joining their desired chapter.
  • Membership Gaps: Not submitting could create gaps in membership that can affect networking opportunities.
  • Increased Confusion: Delayed submissions can cause confusion regarding current member status.

How do I know when to use this form?

This form should be used when a BNI member wishes to transfer their membership to a different chapter. It ensures all necessary approvals are documented and facilitates a seamless transition. Additionally, it is required when a member is making a long-term commitment to a new chapter.
fields
  • 1. Changing Chapters: Use this form to officially request a chapter change.
  • 2. New Member Application: When joining a new chapter, this form confirms your intent to transfer.
  • 3. Approval Verification: Facilitates the approval process from your current and prospective chapters.

Frequently Asked Questions

What is the BNI Request to Transfer Membership Form?

It is a form used by BNI members to officially request a transfer to another chapter.

How do I edit this PDF on PrintFriendly?

You can edit the PDF by uploading it to our platform and using the editing tools available.

Do I need approval to transfer chapters?

Yes, the transfer requires approval from your Executive Director.

Can I download the edited PDF?

Absolutely! After editing, you can download the PDF to keep for your records.

How long does the transfer process take?

The timeframe depends on the approval process from the Membership Committee.

Is there a fee for transferring chapters?

Yes, a minimum one-year membership fee may be required if you have less than six months left in your current membership.

What if I change my mind about the transfer?

Once submitted, the transfer request can be discussed with your Executive Director for options.

Where do I submit the completed form?

Submit the form along with your new membership application to the new chapter's Vice President.

What happens if my request is denied?

You will be informed about the reasons for denial and can seek alternative solutions.

Can I share my edited PDF with others?

Yes, you can easily share the PDF via email or links through PrintFriendly.

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