{"id":55,"date":"2018-02-12T11:36:27","date_gmt":"2018-02-12T11:36:27","guid":{"rendered":"https:\/\/asp-afg.org\/archive\/?page_id=55"},"modified":"2026-03-12T17:16:14","modified_gmt":"2026-03-12T17:16:14","slug":"treasurer-transition-steps-2014","status":"publish","type":"page","link":"https:\/\/asp-afg.org\/archive\/treasurer-transition-steps-2014\/","title":{"rendered":"Treasurer Transition Steps 2014"},"content":{"rendered":"<p><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: large;\">ASP Treasurer Transition Steps (2014)<\/span><\/span><\/p>\n<p>~Note that the Treasurer will lose some anonymity with banks, Paypal, Post office and IRS.\u00a0 The ASP-AFG support group will be listed in all areas, however the treasurer as admin will need to share their name and address.<\/p>\n<ul>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Current treasurer meets with new treasurer elect approximately <\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">1 month before the transition is to go into effect.<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Current treasurer presents an overview of the job<\/span><\/span><\/li>\n<\/ul>\n<ol>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Collect and deposit funds<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Pay group bills<\/span><\/span>\n<ul>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Monthly ISP server fee is auto debited<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">PO Box<\/span><\/span><\/li>\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Newcomers literature as needed<\/span><\/span><\/em><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Other expenses <\/span><\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Reconcile bank account monthly, send copy of bank statement to List Administrator.<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Prepare the financial statement and send to Webmaster for posting to the site.<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Report to the general meeting and pass the basket (email sample is on page 3 of this document)<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Quarterly donation to service arms is excess over prudent reserve<\/span><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><strong>Transition\/Rotation Notes:<\/strong><\/p>\n<ol>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">New Treasurer purchases local post office box \u2014suggest choosing a 3 yr. option. Current treasurer will send check. Account should be opened under the name ASP-AFG<\/span><\/span><\/li>\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">New treasurer selects a bank of their choice. Should be easily accessible and preferably not have fees. <\/span><\/span><\/em><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Once the PO Box is established, <em>the new treasurer needs to apply for an EIN # here.<\/em><\/span><\/span><em> <a href=\"https:\/\/sa2.www4.irs.gov\/modiein\/individual\/index.jsp\"><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">https:\/\/sa2.www4.irs.gov\/modiein\/individual\/index.jsp<\/span><\/span><\/a><\/em>\n<ol type=\"a\">\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">To start the application process, you will need to choose the type of legal structure. Our group falls under additional types and\u2014community or volunteer group<\/span><\/span><\/em><\/li>\n<\/ol>\n<\/li>\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Setup business account\u2014Account name, ASP-AFG<\/span><\/span><\/em>\n<ol type=\"a\">\n<li><em><a name=\"_GoBack\"><\/a><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Current treasurer will send a $100 (or whatever the new bank requires) check to the new treasurer to get the account setup. New treasurer should confirm with bank that $100 will be enough to get started.<\/span><\/span><\/em><\/li>\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Account should include the List Administrator***<\/span><\/span><\/em><\/li>\n<\/ol>\n<\/li>\n<li><strong><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Once bank account is setup, contact Paypal to change name on the merchant account. The name on the account will be the current treasurer and will need to be changed to the new treasurer. Documents to send will be listed on the Paypal site. See page 2 of this document for Paypal instructions as of 3\/2014.<\/span><\/span><\/strong><\/li>\n<\/ol>\n<p><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\"><a href=\"https:\/\/www.paypal.com\/us\/home\">https:\/\/www.paypal.com\/us\/home<\/a>. Business section of the site.<\/span><\/span><\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol type=\"a\">\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Our ASP email = <a href=\"mailto:tradition7@asp-afg.org\">tradition7@asp-afg.org<\/a><\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Our Paypal password =\u00a0\u00a0<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Gather information as noted on the next page (<\/span><\/span><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: xx-small;\">as of March 2014)<\/span><\/span><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">, this is the same process we followed in 2011.<\/span><\/span><\/li>\n<\/ol>\n<\/li>\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Contact Esosoft with new bank account\/treasurer info for auto debiting the monthly $99 service fee. <\/span><\/span><\/em><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Work with Webmaster to update the ASP Website.<\/span><\/span><\/li>\n<li><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">When <em>bank account,<\/em> post office box and website are ready, t<em>he outgoing treasurer will send a check\/transfer funds to the new treasurer<\/em> and submit forwarding address info to the post office.<\/span><\/span><\/li>\n<li><em><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: medium;\">Once the final bank statement is received the past treasurer will do a final reconciliation and close the old account.<\/span><\/span><\/em><\/li>\n<\/ol>\n<p align=\"CENTER\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\">Top of Form<\/span><\/span><\/p>\n<p><span style=\"color: #757575;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\">Search\u00a0<\/span><\/span><\/span><\/p>\n<p align=\"CENTER\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\">Bottom of Form<\/span><\/span><\/p>\n<p align=\"RIGHT\"><a href=\"#content\"><span style=\"color: #084482;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\"><u>Skip to main content<\/u><\/span><\/span><\/span><\/a><\/p>\n<ul>\n<li>\n<p align=\"RIGHT\"><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=_logout\"><span style=\"color: #084482;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\"><u>Log Out<\/u><\/span><\/span><\/span><\/a><\/p>\n<\/li>\n<li>\n<p align=\"RIGHT\"><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/helpweb?cmd=_help\"><span style=\"color: #084482;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\"><u>Help<\/u><\/span><\/span><\/span><\/a><\/p>\n<\/li>\n<li>\n<p align=\"RIGHT\"><a href=\"https:\/\/cms.paypal.com\/us\/cgi-bin\/marketingweb?cmd=_render-content&amp;fli=true&amp;content_ID=security\/online_security_center\"><span style=\"color: #084482;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\"><u>Security and Protection<\/u><\/span><\/span><\/span><\/a><\/p>\n<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Faccount&amp;nav=0\"><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u><b>My Account<\/b><\/u><\/span><\/span><\/span><\/a>\n<ul>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Faccount&amp;nav=0%2E0\"><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u><b>Overview<\/b><\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Fadd%2Dfunds&amp;nav=0%2E1\"><span style=\"color: #1c4266;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u>Add Money<\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Fwithdraw%2Dfunds&amp;nav=0%2E2\"><span style=\"color: #1c4266;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u>Withdraw<\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Fhistory&amp;nav=0%2E3\"><span style=\"color: #1c4266;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u>History<\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Fcomplaint%2Dview&amp;nav=0%2E4\"><span style=\"color: #1c4266;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u>Resolution Center<\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/webapps\/customerprofile\/summary.view?nav=0%2E5\"><span style=\"color: #1c4266;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u>Profile<\/u><\/span><\/span><\/span><\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Fsend%2Dmoney&amp;nav=1\"><span style=\"color: #ffffff;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u><b>Send Money<\/b><\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=%5Frm&amp;nav=2\"><span style=\"color: #ffffff;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u><b>Request Money<\/b><\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/webapps\/mpp\/merchant-services-hub?nav=3\"><span style=\"color: #ffffff;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u><b>Merchant Services<\/b><\/u><\/span><\/span><\/span><\/a><\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=xpt%2FMarketing%5FCommandDriven%2Fgeneral%2FProductsandServices&amp;nav=4\"><span style=\"color: #ffffff;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><u><b>Products &amp; Services<\/b><\/u><\/span><\/span><\/span><\/a><\/li>\n<\/ul>\n<p><span style=\"color: #c88039;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: medium;\"><b>Business Contact Name Change<\/b><\/span><\/span><\/span><\/p>\n<p align=\"CENTER\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\">Top of Form<\/span><\/span><\/p>\n<p><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\">To process your name change request, you need to fax in additional information. Please provide a current photo identification and one of the other following documents:<\/span><\/span><\/span><\/p>\n<ol>\n<li><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><b>A copy of a valid photo identification showing your new name.\u00a0<\/b><\/span><\/span><\/span><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><br \/>\nAcceptable forms of photo identification are a driver&#8217;s license, passport, or any other state or government issued photo identification.<\/span><\/span><\/span><\/li>\n<li><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><b>A copy of a recent utility bill showing your new name and address exactly as they appear on your PayPal account.<\/b><\/span><\/span><\/span><\/li>\n<li><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><b>A copy of a recent bank statement for the bank account listed on your PayPal account (if applicable).<\/b><\/span><\/span><\/span><\/li>\n<li><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><b>A copy of a recent credit card statement for the credit card listed on your PayPal account (if applicable).<\/b><\/span><\/span><\/span><\/li>\n<li><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\"><b>Please include a letter on company stationery indicating the primary email address, current name, address, and telephone number on the PayPal account, the reason for the name change, and the new business contact name.<\/b><\/span><\/span><\/span><\/li>\n<\/ol>\n<p><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: small;\">To process your request efficiently, please ensure that your documents are valid and legible. As always, any personally identifying information that you submit to PayPal remains secure and is never transmitted to any third party.<\/span><\/span><\/span><\/p>\n<p><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\">If you are not able to upload or fax your documentation, you can mail the documents to this\u00a0<\/span><\/span><\/span><a href=\"https:\/\/www.paypal.com\/us\/cgi-bin\/webscr?cmd=xpt\/Customer\/popup\/PostalAddress\"><span style=\"color: #084482;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\"><u>address<\/u><\/span><\/span><\/span><\/a><span style=\"color: #333333;\"><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\">.<\/span><\/span><\/span><\/p>\n<p><span style=\"font-family: Arial, serif;\"><span style=\"font-size: xx-small;\">Bottom of Form<\/span><\/span><\/p>\n<p><span style=\"font-family: 'Trebuchet MS', serif;\"><span style=\"font-size: large;\">Sample Pass the Basket email\u2014to be personalized by sender<\/span><\/span><\/p>\n<p><a name=\"_MailOriginal\"><\/a> <span style=\"font-family: Calibri, serif;\">&#8212;&#8211;Original Message&#8212;&#8211;<br \/>\nFrom: asp-bounces+aohara77=comcast.net@asp-afg.org [mailto:asp-bounces+aohara77=comcast.net@asp-afg.org] On <\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">Behalf Of Anne OHara<br \/>\nSent: Saturday, February 22, 2014 7:58 AM<br \/>\nTo: Anne O<br \/>\nCc: Al-Anon Online Meeting<br \/>\nSubject: [ASP] Message from ASP Treasurer-Tradition 7, Passing the Basket<\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">Good Morning Friends,<\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">I am Anne your elected ASP treasurer; in keeping with Tradition 7, I am &#8220;passing the basket&#8221;. For those of you that are new to ASP, we pass the basket because like our face to face meeting counterparts we have expenses that need to be covered. We post the financial information to our website, it is easy to find and I provide links so as not to disrupt the recovery meeting. <\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">You can find payment information by following this link-<\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\"><a href=\"https:\/\/asp-afg.org\/ASP\/Business\/7th_tradition.htm\">https:\/\/asp-afg.org\/ASP\/Business\/7th_tradition.htm<\/a> <\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">Here you will find the mailing address for payments and our Paypal address.<\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">PLEASE NOTE that in order to use Paypal you will need to create an account.<\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">Paypal has easy step by step instructions for setup, and there are no fees to set up your account. Please do not send cash.<\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">On this page, you will also find links to all of our financial statements, a list of expenses that need to be covered and a history of past donations beginning in 2006. <\/span><\/p>\n<p><span style=\"font-family: Calibri, serif;\">I<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ASP Treasurer Transition Steps (2014) ~Note that the Treasurer will lose some anonymity with banks, Paypal, Post office and IRS.\u00a0 The ASP-AFG support group will be listed in all areas, however the treasurer as admin will need to share their name and address. Current treasurer meets with new treasurer elect approximately 1 month before the [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-55","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/pages\/55","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/comments?post=55"}],"version-history":[{"count":5,"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/pages\/55\/revisions"}],"predecessor-version":[{"id":435,"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/pages\/55\/revisions\/435"}],"wp:attachment":[{"href":"https:\/\/asp-afg.org\/archive\/wp-json\/wp\/v2\/media?parent=55"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}