This is a few years back, but I thought you might find it interesting. I know this was still the policy when I stepped down in 1995. It's from a 9/1/1980 letter from the WTS to circuit and district overseers:
Keep in mind that to be disfellowshiped, an apostate does not have to be a promoter of apostate views. As mentioned in paragraph two, page 17 of the August l, 1980, Watchtower, "The word 'apostasy' comes from a Greek term that means 'a standing away from,' 'a falling away, defection,''rebellion, abandonment. Therefore. if a baptized Christian abandons the teachings of Jehovah, as presented by the faithful and discreet slave, and persists in believing other doctrine despite Scriptural reproof, then he is apostatizing. Extended, kindly efforts should be put forth to readjust his thinking. However. if, after such extended efforts have been put forth to readjust his thinking, he continues to believe the apostate ideas and rejects what he has been provided through the 'slave class,' then appropriate judicial action should be taken.
This is not to say that you or the elders should go on 'witch hunts,' as it were, inquiring into the personal beliefs of your brothers. Rather, if something reasonably substantial comes to the attention of the elders along this line, it would be appropriate to make a kindly, discreet inquiry so as to protect the flock. We cannot overemphasize the need to be cautious, discreet and kindly as such situations are dealt with.--James 1:19, 20. _