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Credit Union Merger Manual

 
The Merger Manual forms may be downloaded as a zipped package or individually and are listed below.
 
 
NCUA 6301 - Merger Package Checklist
 
NCUA 6302 - Merger Resolution: Continuing Credit Union
 
NCUA 6303 - Merger Resolution: Merging Credit Union
 
NCUA 6304 - Merger Agreement
 
NCUA 6305A - Notice of Special Meeting of the Members on Proposal to Merge
 
NCUA 6305B - Notice of Special Meeting on Proposal to Merge and Convert to Nonfederally insured (privately insured) Status
 
NCUA 6305C - Notice of Special Meeting on Proposal to Merge and Terminate Federal Insurance
 
NCUA 6306A - Ballot for Merger Proposal
 
NCUA 6306B - Ballot for Merger Proposal and Conversion to Nonfederally insured (privately insured) Status
 
NCUA 6306C - Ballot for Merger Proposal and Termination of Federal Insurance
 
NCUA 6308A - Certification of Vote on Merger Proposal
 
NCUA 6308B - Certification of Vote on Merger Proposal and Conversion to Nonfederally insured (privately insured) Status
 
NCUA 6308C - Certification of Vote on Merger Proposal and Termination of Federal Insurance
 
NCUA 6309 - Certification of Completion of Merger
 
NCUA 6311 - Probable Asset/Share Ratio Computation Form (Continuing Credit Union) (Excel)
 
NCUA 6312 - Probable Asset/Share Ratio Computation Form (Merging Credit Union) (Excel)
 

Federal Charter Converting to Privately-Insured State Charter

NCUA IC1 - Notice to NCUA of Intent to Convert and Request for NCUA Approval
 
NCUA IC2 - Notice to Members of Intent to Convert and Member Meeting
 
NCUA IC3 - Member Ballot
 
NCUA IC4 - Certification of Vote
 

State Charter Converting from Federally-Insured to Privately-Insured

NCUA IC5 - Notice to NCUA of Intent to Convert and Request for NCUA Approval
 
NCUA IC6 - Notice to Members of Intent to Convert and Member Meeting
 
NCUA IC7 - Member Ballot
 
NCUA IC8 - Certification of Vote
 
Please direct your questions to the Division of Insurance in your NCUA Regional Office
or follow the "Contact Us" link below.
8/11/2015 4:50 AM