Administrative Tools and Forms

 

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This page includes administrative tools and ideas to help establish and keep safe MOAA’s councils and chapters. This page also includes a number of forms councils and chapters can use to request material and assistance from MOAA National. If you have any questions, please email the Council and Chapter Affairs team at chapters@moaa.org or call (800) 234-6622 and ask to speak with a chapter affairs specialist.

Click the links below to go directly to the form/guidance:

 

2026 Advocacy in Action and Council President’s Seminar Travel Guidance

For those registered Council and Chapter presidents and representatives participating in the 2026 Advocacy in Action (AiA) event and associated Council Presidents' Seminar, links to the agenda and required travel reimbursement documents (PDF downloads) will be provided below:

 

Electronic Funds Transfer

In an effort to speed up the distribution of incentive money earned through the chapter recruiting program, National MOAA requests maximum participation by council and chapters with the electronic funds transfer (EFT) program.  

  • To enroll, please contact MOAA at (800) 234-6622 and ask to speak with a chapter affairs specialist. You will need your council or council banking information.

 

Generating Income

Not sure how to create non-dues income? Here are some ideas and guidance. In addition, consider these opportunities:
  • MOAA Insurance/Association Member Benefits Advisors (AMBA): Would you like to earn $100 for your chapter by including an advertisement in your newsletter for MOAA Insurance Plans? Enroll Jan. 1 through May 31 by following these instructions.

  • MOAA Vacations: Brennco is pleased to announce the MOAA Vacations Chapter Advertising Program. Councils and chapters can receive an annual payment of $100 for placing digital ads in their newsletter or on their websites. Click here for more information and to enroll. Also, did you know that your chapter always earns a 1% royalty when chapter members book travel through MOAA Vacations, and that you can even plan an exclusive event, such as a cruise, for your council or chapter? For additional information, email jon@MOAAvac.com or call (800) 211-5107.

 

Incorporation and Tax Exemption

Maj. Gen. Joseph G. Lynch, USAF (Ret), former MOAA general counsel, offers specialized training for those wishing to learn more about the procedures for obtaining exemption recognition, annual filing requirements, and other pertinent information regarding the tax status for your affiliate organization.  

 

Liability Insurance

Liability insurance provides coverage for lawsuits resulting from bodily injury and property damage at chapter-sponsored activities. If your chapter typically rents space when it needs to gather for a meeting or special event, you may have discovered the owner of the property requires "special event" insurance. A liability policy can help you protect your chapter and may also meet the requirements of a facility you rent.  

 

As needs can vary by chapter and types of activities, you will want to do your research and discuss your chapter’s specific events and needs with a local agent to ensure you are properly protected. MOAA does have two options that may help you meet your liability needs:

  • MOAA has partnered with a new broker, Lockton Affinity, to provide a cost-effective option for your liability insurance needs. Available policies for your chapter include General Liability and Property, Hired and Non-Owned Auto, Sexual Misconduct and Molestation, and more. Learn more about the plan overview or complete an application and send to MOAA@LocktonAffinity.com to receive a quote. You may also contact Lockton Affinity at (913) 652-7500 Monday-Friday, 8 a.m. to 5 p.m. Central time.

  • AMBA remains another option for coverage through Philadelphia Insurance Companies offering up to $1 million in coverage for each event, and $2 million in aggregate coverage each year. You may contact Dave Shidler, MOAA Client Executive for MOAA Insurance Plans, at (515) 721-7034, Monday-Friday, 8 a.m. to 5 p.m. Central time, or by email at dave.shidler@getamba.com. 

 

Installation Ceremonies 

MOAA has developed guidance for the installation of chapter officers as well as a suggested council installation ceremony

 

Self-Evaluation Checklist

Take a few minutes to assess your chapter by using this simple assessment.

 

Form: Request a Visit From MOAA National 

If you would like to schedule a visit to your council or chapter by a representative from MOAA National, please complete and submit this form.

 

Form: Request Electronic Support Messages

Promote an upcoming event to MOAA members in your area. 

 

Form: Request Individual Awards

MOAA offers several ways to recognize leaders and members of our councils and chapters through our national office.
 

Form: MOAA TAPS

Access the form used to notify MOAA National of a member's death.

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