Moving a missionary funding account

I currently serve as the ward clerk. A missionary received his call while living in our ward. His family moved shortly afterward. The gaining ward has not made an attempt to contact CHQ about transferring the missionary's funding account, so my ward has been charged for the past two months, putting this sub-account is in the red, since no one has donated to his account. I have contacted the gaining ward clerk, and my bishop has tried contacting the gaining ward Bishop, but to no avail. So....I assume the stake may pick up the tab for the two months already paid, correct? I don't know from what pot of money the CHQ is drawing from, since there is a negative balance here at the ward level. And how can we talk the new ward into assuming responsibility for this missionary? The members of our ward already support a missionary...l don't think we can support another one. Thanks!

When the Funding Unit is changed to the new unit, the mission debt can also be transferred to the new unit. Either an effective date of transfer can be set, or the entire negative balance can be transferred.

Have you tried contacting CHQ? I'm sure they'll want to check with the gaining bishop first, but I'd do that. If that doesn't work, contact their stake president.

How can you change the funding unit? I need to transfer a Missionary account from another ward to mine due to the family moving here. How do I do this?

clarkcito2 wrote:How can you change the funding unit? I need to transfer a Missionary account from another ward to mine due to the family moving here. How do I do this?

Contact support. I'm sure they can direct you to the right department.

I believe you (or at least the bishop) can do this now using the Missionary Online Recommendation System but I don't have access to that system myself so I can't give detailed directions. The other option is to contact the Global Service Center. In that case your bishop needs to contact the bishop of the other ward to confirm that they will take responsibility.

As a ward clerk, I don't see any way to change the funding unit in MORS. Then again, we don't have any missionaries serving right now.

drepouille wrote:As a ward clerk, I don't see any way to change the funding unit in MORS. Then again, we don't have any missionaries serving right now.

This method was mentioned a couple years ago in another thread but no details there either. But I'm pretty sure my bishop did our last transfer in MORS. I guess I should ask him to show me.

I haven't been in the system for a while now, but did know this was a function available, I was talking to our clerk just last week about it and he came back and said sure enough, it was right there, bishop granted him access then they made contact with the other ward.

Updated Info - Aug 2021

I recently encountered a situation where a Missionary had her records in our ward but the parents/members were unable to donate/pay funds into her mission fund - and they did not appear in our financial records as our Wards Missionary. I learned through a search in this Forum there is a link under APPLICATIONS in .org called Missionary Online Recommendation System (MORS). Because her records are in our Ward I was able to see her name listed, along with other missionaries from our Ward showing information about HOME UNIT, FUNDING UNIT, and SUBMITTING UNIT. Apparently when the Church invoices for missionary expenses they submit those to the FUNDING UNIT - which by default is associated with the SUBMITTING UNIT. This individual had submitted her mission papers while at BYU so our Ward was NOT identified as the FUNDING UNIT. Through MORS is was able to submit a request to have our Ward be the FUNDING UNIT. This then automatically generates an email request for the current FUNDING UNIT to approve (i.e. the Bishop). Once the FUNDING UNIT change is/was approved by the Bishop of the SUBMITTING UNIT the missionaries information was changed within MORS. Please note however - our Ward will NOT see her as one of our missionaries, and will not appear in our financials records (or under donations) UNTIL the next invoice is sent by Church HQ - which is typically the 1st Thursday of each month. Hope this helps all those with similar questions/challenges.

On the LCR home page, select the "Applications" tab. From there, select the "Missionary Online Recommendation System" (MORS). Once there, select "Full-Time Missionaries" and the names of all missionaries assigned to your ward will appear (the missionary has to have his/her records in your ward first). If you need to transfer the missionary's account into your ward, select the "other units" tab on the right side of the page next to the missionary's name. Then, at the bottom, there will be a section labeled "Membership Unit" where you can send a request to the prior unit to move the accounts into your ward unit. The prior unit will have 14 days to accept the transfer request and once they do, the funding account will automatically switch into your membership unit. Then payments can be made by the family on behalf of their missionary. Hope this helps. I've learned through trial and error.....and some helpful tips in this forum.

I have a similar issue currently ongoing. We have moved a missionary to our ward from a different ward. That process is now complete. However no funds have been transferred? My question is what process does the previous ward need to go through to make sure the funds for the missionary get transferred to us?

The two posts before your post have the most current information. Either the loosing ward or the gaining ward can initiate the transfer of financial responsibility. Make sure your ward and the loosing ward agree on an effective date of transfer of financial responsibility to ensure the account balance on that date is transferred.

If you are the membership unit you should see the full-time missionary listed in the MORS system under full-time missionaries>entered the mission field. You should see a link next to their name that says "other units". This will take you to where the "Home Unit", "Submitting Unit", "Funding Unit", and "Membership Unit" are listed. If your unit is the "Membership Unit" you should see listed under it two check boxes with the option to make this unit the funding and home unit. This will submit a transfer request to the current home and funding unit.

The situation I currently have is that my Ward has initiated the transfer following the process outlined in the post above. At the main page for the Missionary Online Recommendation System, I currently see a link stating "You have Pending Transfer Requests." Clicking on that link takes me to a page that shows the transfer request we have been trying to make as having a status of "accepted." The request was made several weeks ago, and that missionary's account was charged and shows up with a negative balance in our Ward. If the status of the transfer is "accepted," then what needs to be done for the balance to stop showing up and accruing on our Ward's account? Does the transfer-to Ward need to do something else?

I'm not sure of the details, but I know by policy, the transfer-to ward has to accept the transfer. Perhaps a phone call to that bishop is in order.

Note that transfers in the past have included an effective date, so perhaps there's an issue there.