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Association Merger Procedure

Below are administrative instructions and required documentation developed to assist local boards/associations in processing a request for merger.

Determine if a merger is right for your association, see how to set up the operation, and how to succeed in Association Mergers & Partnerships. Information is now available through the NAR Virtual Library's Power Tools for Today's AEs/Volunteer Leaders.

Questions concerning the merger procedure can be directed to NAR’s Member Policy Department at 800-874-6500, xt 8399, or member_policy@realtor.org.

Instructions

Local associations requesting a merger must complete an Application for Merger of Member Associations (DOC: 43 KB) and submit it along with supporting documents to the National Association for consideration. Please send this information to:

National Association of REALTORS®
Member Policy Department—Merger Request
430 N Michigan Ave
Chicago, IL 60611

If the application for merger is in order, and the supporting documents are complete, the merger shall be administratively approved and NAR's jurisdiction records shall be updated accordingly. The applicant associations and the State Association shall be notified in writing of final approval. Nothing herein, or nothing in the jurisdiction policies of the National Association shall prohibit non-contiguous local associations from merging.

The National Association publishes a Merger Kit (PDF: 4.82 MB) and maintains a comprehensive Field Guide to Association Mergers and Partnerships to assist Boards considering a merger.

State Association Consideration: The applicant association shall also forward a copy of the merger application (with supporting documentation) to the State Association for its information.

Minutes

Each signatory Board is required to submit a copy of the minutes from its general membership meeting which includes the official action taken in approving the merger. The merger must be approved by a majority of the members present and qualified to vote at a general membership meeting called for such purpose at which a quorum is present, unless otherwise specified in the Board's Bylaws, or unless there are other requirements of state law.

New Association Name in Conjunction With the Merger Request

If a new name is selected for the Association, the name change portion of the merger application will be processed in accordance with NAR's name change procedure. Further, the association must complete the "Agreement to Use the Term REALTOR®" in duplicate, signed by the Board's President and Secretary.

Note: There are two (2) versions of the Agreement to Use the Term REALTOR® in the name of the local association: one for incorporated associations, and the other for unincorporated associations. The proper form must be utilized consistent with the association's corporate status.

Charter Date

Unless otherwise requested, the association will retain the oldest charter date of the Associations which are signatories to the application for merger.

Multi-State Jurisdiction

A merger application which will result in a local association having assigned territorial jurisdiction in more than one state must include any agreement between affected state associations concerning state membership for REALTOR® members of that local association. Where there is no agreement to the contrary between affected state associations, current NAR policy provides that REALTORS® holding primary membership will hold state membership in the state association where their office is located. Merging associations are encouraged to discuss and resolve this issue with affected state associations early in the merger process. A copy of the agreement between state associations or, alternatively, written notification that no agreement exists must be included with the merger application. (revised 4-98)

Membership Records

The surviving association should contact NAR's Membership Records at 800-868-3225 to receive a ledger of members for all associations that will be dropped as a result of the merger and for specific instructions on how to reconcile the member records in automated and non-automated States. Doing so will ensure that accurate member counts and records are reflected in NAR's database for use in dues calculations and director entitlement. Membership Records does not automatically transfer the members into the surviving association when a merger takes place and relies on the local association to confirm who should be transferred or dropped from membership.

Document Checklist

  1. Application for Merger of Member Associations completed in duplicate and signed by President and Secretary of signatory Boards. We recommend the Associations contact NAR’s Member Policy department to verify each Associations jurisdiction prior to submitting the application for merger.
  2. Copy of Association minutes. Each signatory Board is required to submit a copy of the minutes from its general membership meeting which includes the official action taken in approving the merger.
  3. Agreement to Use the Term REALTOR® form completed in duplicate and signed by the President and Secretary. Note: This form is not required if the association retains the present name of one of the signatory associations.
  4. Copy of agreement regarding state membership or written confirmation that no agreement exists. (Applies only to mergers resulting in a local association having assigned territorial jurisdiction in more than one state.