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Transition Steps

Some considerations when transitioning from principal and associate to joint membership.

If you switched to joint membership from principal and associate membership when you updated your Rules, you will need to manage the transition once your Rules have been filed.  Review the steps and use the templates below.
        1. Memo for members – transition to joint membership [blank] [with instructions]
        2. Application for joint membership and new shareholding [blank] [with instructions]