Following are four important instructions for reporting chapter leader election results:

1. Soon after the election, a current chapter leader needs to enter next year's elected chapter leader information:
   
   
   • Before entering the results, the chapter leader is encouraged to review the two-page Reporting Chapter Leadership Election Results quick-reference guide (PDF, 181K) for excellent step-by-step instructions.

     This guide is available on the Tutorials/Quick References page in the For Chapter Leaders section of the Members/Chapters area.
     
     

   • The information is entered in the Chapter Leadership Administration Menu. Click on Manage Chapter Leaders, click Add Leader and follow the prompts. Refer to "Tips on Using this Page" for help.

     To enter the chapter leaders, you need to have their Thrivent ID numbers (customer ID), leader position, start date (Jan. 1) and e-mail address.

     TIP: If a leader is re-elected or re-appointed to the same position he/she served in the previous year, click on the Extend Term button, which is found in the "Current Leaders" table directly below the "Add Leader" button. This automatically transfers the leader's information to the next year.
     
     Because e-mail and Internet access is required for the chapter financial director and records director positions, valid e-mail addresses must be entered for these two positions or the system will not allow the entries to be saved.
     
     When entering e-mail addresses, the "Thrivent e-mail" field will show the e-mail address Thrivent Financial has on file for that leader. If the leader would like chapter communications to be sent to a different e-mail address, that address can be entered in the "Fraternal e-mail" field. Important: Before adding chapter leader information, verify the e-mail address that the leader would like entered for receiving chapter communications.

     TIPS: Before entering e-mail addresses, verify with the leaders that their addresses are up-to-date and correct. Please also have leaders with e-mail addresses on file make sure their e-mail programs' "spam" filters allow e-mail from Thrivent Financial for Lutherans (thrivent.com). Also, it's a good idea to double-check that each address is entered correctly before saving it.
     
     

   • Chapter leader results should be entered as soon as possible after the election so that Thrivent Financial has them on record and can send them a welcome letter in a timely manner to thank them for their commitment to serve.
   
   
   

   Important: Enter chapter election results no later than Dec. 31. On Jan. 1, all of the previous year's leaders are removed from Thrivent Financial's records as current leaders, and the new leadership board members are added as current leaders. If there are no new current leaders on record, the chapter leadership positions become vacant. (The previous year's leaders also will not have access to the online screens as of Jan. 1.)

   Reminder: Because of the term-limit requirements for elected chapter leaders, the system will not allow you to submit the name of someone who has served in an elected chapter leadership position the past four years.
   
   

   • If any of the five required elected chapter leadership positions are not filled after the election, the chapter should:
     • Still enter the remaining elected new leadership information as soon as possible after the election.
     • Begin actively recruiting someone to appoint for the vacant position(s) to make sure all five of the required elected leadership positions are filled.


2. A chapter must complete a new Chapter Depository Authorization bank signature card and Chapter Checking Account Security Questions Request (PDF, 272K) any time one or more of the following situations occur:
   • A new financial director was elected or appointed.
   • A new assistant financial director was elected or appointed.
   • There are changes to who should have access to the chapter checking account.

   Forward the signed signature card and completed security questions to:
   
   Attn: Ann Salm
   Thrivent Financial for Lutherans
   4321 N. Ballard Rd.
   Appleton, WI 54919

   How to access
   The bank signature card and security questions request were combined into one online form, which is available on the Forms page located at thrivent.com > Members/Chapters > Volunteer Resources.

        Important Guidelines:

   • If any of the situations listed above occur during the year, the chapter should submit a new chapter depository authorization (signature card) and security questions request form.
     
     
   • As soon as possible after the chapter leader election, but no later than Dec. 31, chapters are asked to sign and submit the signature card and security questions request if any of the situations listed above occurred with the election process. If there are no changes, new forms are not needed.
     
     
   • All authorized signers must:
     • Sign when a new signature card is submitted, even if they've previously signed the card (i.e., if a new assistant financial director is elected for 2008, the re-elected financial director must sign the card again even though he/she already signed the card for 2007—the 2007 signature card becomes inactive when the new card is received for 2008.
     • Sign and complete a section on the Security Questions Request page, even if they’ve previously submitted security questions. All authorized signers can provide their security question information on the same form.
     
     
     
   • At least two chapter leaders should sign the signature card and complete the security questions for the chapter's primary account and have authorization to access the chapter checking account and sign checks: (Rationale)
     
     
     • The financial director and assistant financial director should definitely sign the signature card.
     • If there isn't an assistant financial director, it is strongly encouraged that another leader also sign the signature card and complete the security questions.
     • Anyone who signs the signature card must take an active role in monitoring the chapter checking account and be available to sign checks, as needed. All authorized signers should have the online banking access information and also have a couple of blank chapter checks so they are able to issue a check in case the financial director is not able to do so for some reason.
     
     
   • While each authorized signer establishes his/her own security questions, all signers should share the same online banking sign-on (customer number and password). The financial director establishes the online banking sign-on information, then provides it to the other signers so they can access and/or monitor online banking.

     Important: While the Thrivent Builds chapter specialist signs a separate signature card and establishes his/her own security questions for the chapter's Thrivent Builds checking account, he/she must also have the same online banking sign-on information as the chapter leaders. The Thrivent Builds account will be under the same EIN as the regular chapter account, so all leaders with access to either the regular chapter checking account or Thrivent Builds chapter checking account must share the same sign-on information.
     
     

   • Signature cards and Security Questions Requests should be signed by those in elected chapter leadership positions only. Because the chapter leadership board represents our membership when administering program funds, only those who are serving in one of the 10 elected chapter leadership positions may access the chapter's checking account.
     
     
   • If the chapter has a Thrivent Builds checking account, the Thrivent Builds chapter specialist(s) is the primary signer for that account. If there is only one Thrivent Builds chapter specialist and the chapter feels a second signer is needed for the Thrivent Builds account (this is not a requirement), then another elected chapter leader can serve as the secondary signer.
     
     Important: No elected chapter leader can have authorization for more than one chapter account. For example, the financial director cannot be the secondary signer on the Thrivent Builds account because he/she is authorized for the chapter's primary checking account. If the chapter president is a secondary signer on the chapter's primary checking account, he/she is not eligible to be a signer on the Thrivent Builds account.
     
     Additionally, the assistant financial director should not also assume the role of Thrivent Builds Chapter Specialist, as that would result in he/she having access to more than one chapter account.
     
     
   • If a leader who has access to the checking account resigns from the board, the financial director needs to call the bank to have the online access information reset, so the resigning leader no longer has access.



3. Report election activity
   Report your election activity (attendance and volunteer hours) in the Chapter Leadership Administration Menu. Locate Report Locally Supported Activity Results (e.g., Join Hands Day, meetings, elections, hands-on service and fund-raising activities, etc.) and click Go. Then choose the category Election and click Continue. Fill in the appropriate information and refer to "Tips on Using this Page" for help.

   If you held another activity with the election event, report that activity separately.
   
   

4. Appoint or re-appoint members to chapter advisory positions and Thrivent Builds chapter specialist positions
   One of the first responsibilities of the new year's chapter leadership board is to appoint or re-appoint members to chapter advisory positions and Thrivent Builds chapter specialist positions, and enter them in the system.

   TIP: Because information for all 2007 appointed chapter advisors (e.g., Internet Advisors) and Thrivent Builds chapter specialists also will be removed from Thrivent Financial records as of Dec. 31, the new year's elected leadership board members may re-appoint members to chapter advisory positions before Jan. 1. This allows you to use the Extend Term feature to automatically transfer the chapter advisors' and Thrivent Builds chapter specialists' information to the next year instead of having to re-enter all of the information after Jan. 1.

   NOTE: Valid e-mail addresses must be entered for the Thrivent Builds chapter specialist(s), or the system will not allow the entries to be saved.

This is proprietary information that is solely for use by employees, volunteers, and agents of Thrivent Financial for Lutherans in connection with fraternal activities of Thrivent Financial for Lutherans.