You’re done with the research. Now you need to assemble the application. What can you do to make the process easier?
- Make sure you have the application guidelines (and that, if you’re hiring a genealogist, they’re using the same ones): Most societies have detailed guidelines for preparing the application. They should be available in writing. Be sure to double check that everyone is using the same version! Societies do issue updates, and sometimes an update gets missed.
- Make a copy of all of your paperwork: Never, ever, ever submit originals! They won’t be returned. Also be sure not to “mark” your only copy. If you are asked to make an update later, you’ll have an issue. I try to a) store original separately, b) maintain a full unmarked version of the application, and c) mark a third copy.
- If possible, scan your paperwork as well: Many societies require electronic submission. If you have the opportunity to scan everything, it will make the process easier. Even if you don’t use it for this society, you may for the next.
- Clarify who is actually assembling your application: Some societies will have applicants assemble their own paperwork; some prefer to have registrars do it. Knowing who is doing what – and ensuring efforts aren’t duplicated – will help with everyone’s stress level.
- Follow instructions exactly: It’s easier to move slowly than to have to start over due to a formatting issue.