Santa Barbara Estate Planning Council

Membership Application

MEMBERSHIP CLASSIFICATION: Choose an item.

CANDIDATE: Click here to enter text.

AFFILIATION: Click here to enter text.

(Firm, Bank, Agency, etc.)

ADDRESS: Click here to enter text.

PHONE: Click here to enter text. FAX: Click here to enter text. EMAIL ADDRESS: Click here to enter text.

QUALIFICATIONS:	Additional information attached

Click here to enter text.

I hereby propose the candidate for membership.

Date

(Member’s Signature and Classification)

I (We), member(s) of the SBEPC, hereby endorse this proposal. *

Date

Date

*Only one endorsement is needed in addition to that of the proposing member if the proposing member is of the candidate’s classification, otherwise two endorsements from the candidate’s classification are needed.

Membership Procedures:

Member making the proposal obtains application from Secretary.

Member making the proposal forwards the completed application to the non-officer board member representing the candidate’s classification.

The non-officer member has the responsibility to circulate the candidate’s application by mail to all members of the proposed candidate’s classification. Membership is automatic 10 days after the mailing is sent unless two or more members responded negatively to the board member within the 10 days.

In the absence of negative votes, the circulating board member should notify the member making the proposal and the Secretary of the candidate’s election.