Welcome! This forum has a treasure trove of great info – Scouters helping Scouters! Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA.
I have a scout that is transferring in from another council. How do I go about getting them invited to our unit? I tried to transfer them with DOB & Scout number but it didn’t work. They also tried to do it by logging into the parent’s my.scouting.org account however their son doesn’t show up as an applicant on their account.
Correct, either online at beascout.scouting.org or with a paper app. The must use the same name and DOB as is currently registered for the system to properly match the accounts. The Scout will be assigned a new BSA Member ID in the new council.
When using beascout, one of the questions is whether they are currently registered. Saying yes gives them a chance to search for their scout and should save them from repaying the national fees (or a proration of them if recharter dates don’t align).