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National Reconciliation Template

Form Name: 
National Reconciliation Template
Form Description: 

This form is to be used by States. In addition to providing a standardized format for reporting all the changes in membership year over year, the new Reconciliation Form also calculates the amount of dues that the society owes to the National Office. In future years, the form can be updated to include any changes in dues or membership categories. There are instructions and a Chapter format as well. (Both Can be found in the forms section)

The 2015 template has been tested by a number of state society secretaries across the nation to find any formula errors and to identify potential issues.  The template that is now available is the result of this testing.  The version of the template that you should be using has the following time / date stamp on the Cover Sheet:  “Last Updated: 20 May 2013 – 800 hours MCA”.

The major change for this year is that all positive additions to the society are entered on a single page.  Also, Memorial memberships can now be correctly entered as both an addition and subtraction. 

Please note that if you have been keeping track of the 2015 membership on the previous form that data does not need to be entered over again.  If desired, that data should be COPIED & PASTED into the new template.  DO NOT CUT & PASTE as that will corrupt the embedded formulas in the spread sheet. 

As always, if there are any issues, please contact the National Office and they will forward all questions and issues to the appropriate volunteers for follow up. 

Date Updated: 
Tue, 2015-10-13
File Name: 
National Reconciliation Template