2021-2022 Treasurer Resources
Treasurer’s Guide – Updated September 2021
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 and Mailing Labels in MALTA
- Sample Lapsed Member Not in Good Standing Letter (Word doc)
- Relief Fund Guide
- 2021-2022 Auxiliary Bond Application
- ACH Authorization Form
- Treasurer’s Report and Ledger Tool
- Auxiliary Audit Form Instructions
- Auxiliary Audit Form with Calculation Explanation
- Auxiliary Audit Form (Excel)
- Auxiliary Blank Audit Form (PDF)
- VFW Auxiliary Instructions for Reinstatement of Federal Tax-Exempt Status
- IRS Form 8822-B (Fillable PDF)
- 990 e-postcard User Guide from the IRS (PDF)
- W-9 Letter
- IRS Form W-9
- Cancer Grant Application
- Receipt Template
Membership
- VFW Auxiliary Membership/Member Transfer Application – Revised September 2021 (Fillable)
- Member Update/Change Form – Revised August 2018 (Fillable)
- Membership Summary Form (Fillable PDF)
- Membership Summary Form (Excel)
IRS webinar: Did you lose your tax-exempt status? Why it happens and how to fix it.