Per Capita Charges and Credits When a Member Goes Inactive

Modified on Thu, Aug 22 at 3:06 PM

When a Member’s Dues are Paid in Advance and the Member goes Inactive (due to Resigning, Passing Away, or being Expelled), what happens to Per Capita Charges and Dues Payments?

In most cases, Dues Payments for months the Local not charged PCT should be reimbursed to the Member or Beneficiaries.

Per Capita is credited back to the Local Union on the Current Daybook Reporting Month. The total credit returned to the Local for changing a member directly to an Inactive Status is a maximum of 4 months.

Locals Receive 7 Months Credit for a Dropped Member.

When reimbursing the Member Dues to the Beneficiary, do an Admin Balance Correction setting the PTD to the month the member went Inactive and add a Member Note detailing the reason for the Correction.

If you have questions related to Daybook Charge Months, please review Daybook Reporting Timeline.