2021–2022 Treasurer Resources Treasurer’s Guide – Updated September 2021 Open all Close all MALTA Training Videos for Treasurers (all levels) How to Edit or Change the Dues Amount on Behalf of Your Auxiliary How to Convert an Annual Member to a Life Member How to Enter ACH Information How to Make a Gift on Behalf of Your Auxiliary How to Pay an Annual Member’s Dues How to Purchase the Auxiliary’s Bond How to Do a Same Day Void How to Update a Member’s Information (as Auxiliary Treasurer) How to Order a Member a Replacement Card (as Auxiliary Treasurer) How to Register a Member for an Event (as Auxiliary Treasurer) Auxiliary Treasurer Resources How to Print Dues Renewal Letters & Labels in MALTA Sample Lapsed Member Not in Good Standing Letter (Word) Relief Fund Guide Auxiliary Bond Application (2021–2022) ACH Authorization Form Treasurer’s Report & Ledger Tool (Excel) Auxiliary Audit Form Instructions Auxiliary Audit Form with Calculation Explanation Auxiliary Audit Form (Excel) Auxiliary Blank Audit Form (PDF) Instructions for Reinstatement of Federal Tax-Exempt Status IRS Form 8822-B (fillable) 990 e-Postcard User Guide (IRS) W-9 Letter IRS Form W-9 Cancer Grant Application (fillable) Receipt Template Membership VFW Auxiliary Membership / Member Transfer Application VFW Auxiliary Membership Brochure IRS Webinar Did you lose your tax-exempt status? Why it happens and how to fix it. (IRS webinar)
Treasurer’s Guide – Updated September 2021