Cancel membership transfer

If a transfer request was created in error, you can cancel the request as long as it has not been approved.

Warning

To cancel an Outbound Transfer Request, the Request Status must be In Progress.

Begin in the roster system under Manage Membership Transfers.

  1. Select Student or Alumni – The default is Student unless you only have Alumni responsibilities
  2. Verify the current Membership Year is selected – The default is the current Membership Year
  3. Click the  to open the Transfer Status drop-down menu
  4. Select In Progress
  5. Verify your Chapter is selected – Your chapter should be the default unless you manage multiple chapters
  6. Click Search
  7. Select Outbound Transfer Requests – The default is Inbound Transfer Approvals
  8. Select outbound transfer requests to be canceled by one of the following methods:
    • Select checkboxes to cancel one or more requests
    • Click the top-left checkbox to cancel all requests on the current page
  9. Click Cancel Transfer Request(s)
  10. Click OK to approve the action

Watch for a green success message at the top of the screen.

Important

When an outbound transfer request is canceled, it will disappear from Outbound Transfer Requests.


Additional help: Monitor and/or cancel outbound transfer requests (PDF)

Updated on June 12, 2018

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