Per Capita Department

Per Capita Department

Jim Meyer Director

ELECTRONIC PER CAPITA PAYMENTS

All local unions in the United States are encouraged to use one of the electronic fund transfer options available through BNY Mellon Bank.

The most preferred method is an electronic fund transfer using the LaborPower Express or LaborPower upload procedure. This results in immediate allocation of funds into the IBEW General Fund and the IBEW Pension Benefit Fund.

Electronic fund transfers can also be done via BNY Mellon by telephone.

PER CAPITA DEPARTMENT PERSONNEL SHONEE WILLIAMS ? SECRETARY DAVID RISTON ? SUPERVISOR CAROLYN SMITH ? SUPERVISOR

Catharine Beal Erin Farmer Caroline Grayson Angie Holman Brian Hood Gabrielle Lawrence

Katherine Minor Jackie Ricci Lindsey Scott Cheryl Slover Amy Willett

PER CAPITA DEPARTMENT RESPONSIBILITIES

Review and audit all per capita transactions and

reconcile dues payments and fees

Provide a monthly report that is distributed to all IVP

Districts on the per capita status of the local unions in their district

Research & adjust membership records Maintain trial board assessment records and prepare

related correspondence

Monitor dues accounting software Administer the Agency Fee Payers Objection Plan

BACKGROUND INFORMATION

There are a total of 845 local unions in the IBEW

at this time.

Roughly half of the locals submit electronic per

capita reports.

The Per Capita Department audits and reviews

approximately 800 reports each month.

The average processing time ranges between 4.0

to 10.0 days.

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