AADMM MEMBERSHIP APPLICATION

MEMBERSHIP

Types of membership, qualifications, and membership dues (check one):
The membership year runs January 1 to December 31. Membership dues are payable by January 1 of each year.

ACTIVE
Membership fee: $175 annually (discounted to $300 if two years are paid at one time).
This category is for individuals who are engaged in the profession of daily money management services, paid or unpaid, and who adhere to the Code of Ethics. Active members have one vote on matters of the Association and may serve in elected office within the Association. Active members are included on our Website reference list along with a hot link to their own websites.
 

 
AGENCY/BUSINESS
Membership fee: $325 annually (discounted to $600 if two years are paid at one time).
$100 per additional members (beyond the three included in the initial membership)
This membership level is for businesses or other organizations that provide daily money management services. One individual must be designated as the principal contact and voting member, but a total of 3 individuals working within that organization may be included on the AADMM website and have access to all member benefits. For Agency/or Business memberships, additional members (beyond the three included in the initial membership) may join AADMM for a fee of $100 per member. Contact information for each individual must be submitted and applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.
(Note: If applying in this category, please provide contact information and signatures for additional members).
   
AFFILIATE
Membership fee: $175 annually (discounted to $300 if two years are paid at one time).
Affiliate members include those with interest but not yet in the practice of daily money management, those who have retired from the profession, those who provide services related to daily money management or to typical clients of the profession, and those who provide services and products to those engaged in daily money management or their clients. These members shall support the Code of Ethics, but do not have voting rights within the Association, nor may they hold elected office within the Association.
   

CONTACT INFORMATION

Name:

Business or Agency Name:
Address:
City: State:
Zip:    
Business Phone: Fax:

Home Phone:
Email:

Website:
(Website will be hot linked in AADMM’s online listings.)
Applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.
  proceed to process form

CONTACT INFORMATION FOR ADDITIONAL AGENCY/BUSINESS MEMBERSHIPS

2 additional members included in membership

Name:

Business/Agency Name:
Address:
City: State:
Zip:    
Business Phone: Fax:

Home Phone:
Email:
Applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.

Name:

Business/Agency Name:
Address:
City: State:
Zip:    
Business Phone: Fax:  

Home Phone:
Email:
Applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.

Additional members at $100 each for Agency/Business Memberships

Name:

Business/Agency Name:
Address:
City: State:  
Zip:    
Business Phone: Fax:  

Home Phone:
Email:
Applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.

Name:

Business/Agency Name:
Address:
City: State:  
Zip:    
Business Phone: Fax:  

Home Phone:
Email:
Applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.

OPTIONAL DATA

The AADMM collects some optional information on this application in order to track changes in our industry. Please complete the following questions if you would like, with the understanding that the information will not be published or shared without your permission.

Current or expected clients:

Seniors Disabled Busy Professional
Small Business Non-profit Organizations Military Personnel
Other:
Date Business Established:

Services you provide:

Bill-paying/Banking Home Payroll
Organization of tax materials Medical insurance claims
Power of Attorney/Rep Payee Residence Transition/Moving Assistance
Notary Public/What states?
Other (please describe):

COMPLETING YOUR APPLICATION:

Membership Fees:

Active: $175/year $300/two years
Agency/Business: $325/year $600/two years
  Additional members #

@ $100
(beyond 3 included in initial membership)
Affiliate: $175/year $300/two years
         

In order for this application to be processed, the following statement concerning the AADMM
Code of Ethics must be checked for Active or Agency/Business membership in AADMM.
   

I certify that I am currently or will be actively providing Daily Money Management services, and that I will abide by the American Association of Daily Money Managers’ Code of Ethics in my practice.


Total Amount Due: $
   
Name on Card:
Enter Card Number: 16 characters left.
PLEASE MAKE SURE YOU HAVE ENTERED A 16 DIGIT VALID CREDIT CARD NUMBER
Select Card Type:
Select Expiration Date: example: ( MM YY )

Please send me an email receipt for my records

    

 
   
   

Credit Card payment will be processed within 7-10 business day.

Thank you

Please print this page for your records