Membership/Partner information forms
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.Kim Potter, Treas.BI Brighton Model ClubBrighton MIOn Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?Our Club is 20+ years old and haven't had any new partners for several years..Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?Thanks muchJeff ClarkHeritage Investment Club
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Kim and John, thank you.
The form below will be fine. Its more than what we have had.
We have an 'emergency contact' form. (Years ago we called it a 'Beneficiary Form', however we found out if a Club Partner dies, the person listed on the form may not be the legal beneficiary).
Again, thank you both.
Jeff
On Saturday, January 16, 2021, 10:10:51 AM CST, John Rice via bivio.com <user*24380400001@bivio.com> wrote:
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.Kim Potter, Treas.BI Brighton Model ClubBrighton MIOn Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?Our Club is 20+ years old and haven't had any new partners for several years..Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?Thanks muchJeff ClarkHeritage Investment Club
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
|
Craig, thanks.I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.JeffOn Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to UnsubscribeCraig, thanks.I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.JeffOn Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Congratulations on your Great Ideas to Share.
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mike&Megan McKinlay via bivio.com
Sent: Saturday, January 16, 2021 2:40 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to UnsubscribeOn Sat, Jan 16, 2021 at 2:32 PM jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Attached is a copy of the Partnership Member Application form for ACM Model Club of the Inland Empire Chapter. Prospective members are required to attend three meetings in four months for consideration as a partner.
This application has been in use for at least 20+ years with the only updates to incorporate technology as it develops and applies. Seeing this, I think maybe something needs to be added to address the responsibility and commitment to continue to attend meetings even when they are held online. We have one member,
although they continue to send their investment requirement, has been MIA since we had to go online.
This document is available as a Word document with form fields so that it can be filled out from a computer. If anyone would like a copy in a .doc format, please let me know.
We ask to have the application by their third meeting so that members can evaluate the prospect and have a basis to ask questions. Usually, during the three qualifying meetings, everyone has an opportunity to visit to get acquainted and any questions answered. Everyone is welcome to attend meetings and participate in discussions without the requirement of being a member. There are no voting rights, though Also, we have no limits to the number of visits a person may attend.
I hope this is helpful and is the information sought by Jeff Clark. Let me know if there is anything else I can do.
Megan McKinlay, Pres.
Inland Empire Chapter
V.Pres. ACM Model Club
Congratulations on your Great Ideas to Share.
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mike&Megan McKinlay via bivio.com
Sent: Saturday, January 16, 2021 2:40 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
On Sat, Jan 16, 2021 at 2:32 PM jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Thank you, Diane. It was an "aha" moment when our guest had downloaded the PA and Application and was able to answer a question from our PA. It also saves us from having to remember to send the information to prospects and then wonder about whether they are interested or not.
Megan
Congratulations on your Great Ideas to Share.
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mike&Megan McKinlay via bivio.com
Sent: Saturday, January 16, 2021 2:40 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
On Sat, Jan 16, 2021 at 2:32 PM jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
Does anyone have a copy of a Partnership agreement (with the changes for opting out) they are willing to share? Thanks
On Jan 16, 2021, at 7:23 PM, Mike&Megan McKinlay via bivio.com <user*17245800001@bivio.com> wrote:Thank you, Diane. It was an "aha" moment when our guest had downloaded the PA and Application and was able to answer a question from our PA. It also saves us from having to remember to send the information to prospects and then wonder about whether they are interested or not.MeganCongratulations on your Great Ideas to Share.
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mike&Megan McKinlay via bivio.com
Sent: Saturday, January 16, 2021 2:40 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
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On Sat, Jan 16, 2021 at 2:32 PM jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
<image001.png>
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
https://www.bivio.com/club_cafe/mail-thread?p=261340100003
New IRS Audit Procedures - Our Recommendations
Does anyone have a copy of a Partnership agreement (with the changes for opting out) they are willing to share? ThanksOn Jan 16, 2021, at 7:23 PM, Mike&Megan McKinlay via bivio.com <user*17245800001@bivio.com> wrote:Thank you, Diane. It was an "aha" moment when our guest had downloaded the PA and Application and was able to answer a question from our PA. It also saves us from having to remember to send the information to prospects and then wonder about whether they are interested or not.MeganCongratulations on your Great Ideas to Share.
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mike&Megan McKinlay via bivio.com
Sent: Saturday, January 16, 2021 2:40 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
On Sat, Jan 16, 2021 at 2:32 PM jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
<image001.png>
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club
This is more of what I was looking for. Megan and all who have replied, Thanks much.
Jeff Clark
Heritage Investment Club
On Saturday, January 16, 2021, 07:19:12 PM CST, Mike&Megan McKinlay via bivio.com <user*17245800001@bivio.com> wrote:
Attached is a copy of the Partnership Member Application form for ACM Model Club of the Inland Empire Chapter. Prospective members are required to attend three meetings in four months for consideration as a partner.
This application has been in use for at least 20+ years with the only updates to incorporate technology as it develops and applies. Seeing this, I think maybe something needs to be added to address the responsibility and commitment to continue to attend meetings even when they are held online. We have one member,
although they continue to send their investment requirement, has been MIA since we had to go online.
This document is available as a Word document with form fields so that it can be filled out from a computer. If anyone would like a copy in a .doc format, please let me know.
We ask to have the application by their third meeting so that members can evaluate the prospect and have a basis to ask questions. Usually, during the three qualifying meetings, everyone has an opportunity to visit to get acquainted and any questions answered. Everyone is welcome to attend meetings and participate in discussions without the requirement of being a member. There are no voting rights, though Also, we have no limits to the number of visits a person may attend.
I hope this is helpful and is the information sought by Jeff Clark. Let me know if there is anything else I can do.
Megan McKinlay, Pres.
Inland Empire Chapter
V.Pres. ACM Model Club
Congratulations on your Great Ideas to Share.
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Mike&Megan McKinlay via bivio.com
Sent: Saturday, January 16, 2021 2:40 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
Inland empire chapter's model has and uses a membership application form. I will submit it later this evening when I get home.
It qualifies their interest in sharing and past experiences with investing. Our club had close to 20 years history before becoming a model club. Our membership requires unanimous vote of the partnership. I don't ever remember not approving an applicant.
Megan McKinlay,
Inland Empire Chapter
On Sat, Jan 16, 2021, 11:49 AM Laurie Frederiksen <laurie@bivio.biz> wrote:
Make sure you get new partner Social Security numbers before you let them join.
The are required for club tax forms. Some clubs have had issues at tax time with new members who don't want to provide them. This holds up tax filing for all the members of the club.
Laurie Frederiksen
Invest with your friends!
www.bivio.com
Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+
Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe
On Sat, Jan 16, 2021 at 2:32 PM jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Craig, thanks.
I was thinking more along the line of some type of documentation, other than the Partnership Agreement, or an Emergency Contact form, form for containing member/partner information like the one John sent below. Thanks.
Jeff
On Saturday, January 16, 2021, 01:10:36 PM CST, Craig McCormick via bivio.com <user*35338900001@bivio.com> wrote:
One of our partners was a lawyer and he put together the writing of the partnership agreement and the addition of new partners.
Here is what he put together for new members...
Craig
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of John Rice via bivio.com
Sent: Saturday, January 16, 2021 8:10 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership/Partner information forms
This is what we have them fill out.
ADDENDUM TO THE ABODI INVESTMENT CLUB PARTNERSHIP AGREEMENT
By signing this addendum, [NAME] is accepted as a partner in the ABODI Investment Club with all the rights and privileges thereof. [NAME] has received and read the Partnership Agreement and the Operational Procedures document and agrees to abide by all the rules outlined in those documents. [NAME] understands his/her rights and obligations.
Full legal name (as per tax return):____________________________________________
Signature _______________________________ __________________
Date
Address_______________________________________________________________________
SSN _______-_____-________
Phone number: __________________________
Email address to receive all correspondence: _________________________________________
On Fri, Jan 15, 2021 at 11:53 PM Mike & Kim Potter via bivio.com <user*22890200001@bivio.com> wrote:
Well, we use bivio so there's a roster in there that would have the basic - address, phone number, email address. We do also have an emergency contact person list. Which I actually had to use recently to get hold of someone to sign some papers for our new brokerage application. Of course, you need to have some method of having the new member sign the Partnership Agreement. We also have a sheet that lists the expectations and responsibilities for prospective members. If you'd like to see that, send me your email address.
Kim Potter, Treas.
BI Brighton Model Club
Brighton MI
On Saturday, January 16, 2021, 12:13:21 AM EST, jeff clark via bivio.com <user*21133900001@bivio.com> wrote:
Just wondering does anyone have a standard membership/partner registration or information form for when a member joins the Club?
Our Club is 20+ years old and haven't had any new partners for several years..
Now we have a couple of perspective new partners. Is there any standard information your Club requires from new partners?
Is the Club required to maintain hard-copies or can the Club just enter the partner information in a database?
Thanks much
Jeff Clark
Heritage Investment Club