How to move an adult child who is registered under his family with another parish into yours as head-of-household

1. Advise your new member to obtain his contribution statement from the church from which he is transferring.
2. Find out the full name of the head-of-household and parish under which this adult child's family is registered.
3. Use the 'Add New Family' button to add a copy of this family record into your church's data set. Add the family as un-registered.
   
4. Export the adult child's record from this copy of the family record. It will default to a new family record in which the adult child is a registered, active, head-of-household member.
   • All of the sacramental records will follow the member to the new church
   • The original church will retain a copy of this member's records with the following attributes:
     • This person will no longer be in the original family record but will be the head-of-household in their own family record
     • The record will show the member as inactive and non-registered
     • All of the religious education records and giving records stay with the first church
     • The original record in the former church will continue to keep all of the contribution records for this person. This cannot be transferred for several reasons: 1) these are records of contributions to the former church and 2) the new church does not have the same funds, etc.
5. Delete the copy of the un-registered family record.
   
6. As a courtesy, inform the former church of this move.

Updated July 06, 2023 20:49