Transfers of Members

Hello, I am starting to use now for lds for clerics purposes so I'm not too familiar with the tool for this purpose, I would like ask you how can i order to transfer a member from my ward to another ward directly on the lds.
please i will wait for answers.
sincerely.

The steps are:
1. Sign into LDS.org.
2. Select Leader and Clerk Resources from the Sign-in/Tools menu.
3. Select "Move Records Out" from the Membership menu item.
4. Begin typing in the member or household name to move in the "Member Lookup" textbox. As you type, names or households will appear that match your input.
5. Choose the name or household from the list that match your input that you want to move out.
6. Select either "Yes" or "No" to the "Contact Prior Leader" option. The default is "No".
7. Click the Continue button.
8. Update the contact and address information.
9. Click the Continue button.
10. Select the destination unit. Units listed will be based on the address you provide.
11. Click the "Move Out of Ward [/Branch]" button.

You will be given either a successful move notice or an unsuccessful move notice. Follow the instructions for an unsuccessful move notice.

What is the "Contact Prior Leader" option?

pinewoody wrote:What is the "Contact Prior Leader" option?

It will include a message asking the next bishop to contact your bishop (when the records are received by the new ward).

I am a counselor in the Bishopric and trying to move out a member out of the LCR and I do not have under membership list no other options.
What else can be done?

kladams94 wrote:I am a counselor in the Bishopric and trying to move out a member out of the LCR and I do not have under membership list no other options.
What else can be done?

Have the ward clerk or membership clerk do that. Counselors are not given those keys - regardless of what rights they might have had in MLS.

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?

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.

lajackson wrote:It shows up in the report that prints out in MLS with the incoming membership record.

Another reason that clerks need to review each and every printout that MLS wants to print and not dismiss them out of hand as a waste of paper.

Another reason is to see if a move-in has an annotation on the record - such as being disfellowshipped. While it's possible to pull this up later, it's far too easy to overlook and could lead to some missteps.

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.

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.

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.

lajackson wrote:

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.

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.

scgallafent wrote:Where did you find that? I can send a request off to have it updated.

I'm not sure where jbuhl68 found it, but I did a search and found "Priesthood and Relief Society leaders assign home and visiting teachers" in https://www.churchofjesuschrist.org/hel ... s?lang=eng

russellhltn wrote:

scgallafent wrote:Where did you find that? I can send a request off to have it updated.

I did a search and found "Priesthood and Relief Society leaders assign home and visiting teachers" in https://www.churchofjesuschrist.org/hel ... s?lang=eng

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."

scgallafent wrote:

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.

Log in to churchofjesuschrist.org > LCR > Help Center > use search box at top left side of screen > type in Move Records Out

jbuhl68 wrote:Log in to churchofjesuschrist.org > LCR > Help Center > use search box at top left side of screen > type in Move Records Out

It must not be visible to my calling. I don't see it.

russellhltn, I'm a stake clerk. Try this: https://www.churchofjesuschrist.org/hel ... t?lang=eng

jbuhl68 wrote:russellhltn, I'm a stake clerk. Try this: https://www.churchofjesuschrist.org/hel ... t?lang=eng

"The content on this page is restricted to certain roles. LDS Account sign-in is required."

I guess STS doesn't count.

What can be done for members who are inactive and are already not in the area?

nestor.jose wrote: Sat Jul 27, 2024 9:55 pm What can be done for members who are inactive and are already not in the area?

Perhaps you could clarify your question? I am not sure if you are referring to inactive members who have moved out of the ward/branch, and the local leaders are wanting to know what to do with those member records? If that is the case, reading through the thread Finding Lost Members Report might get you going in the right direction.

If you're referring to something else, if you can be a bit more specific, perhaps other Forum members will give you ideas.