Iowa Division of Credit Unions Forms
The Iowa Division of Credit Unions grouped forms into different categories. The annual oath of directors form is under Organization Forms.
We created these forms using Adobe PDF software. To keep changes made to a form, you must first download the form and complete the form using the downloaded copy.
We update forms to meet changing regulations and credit union practices. Check this page often for form updates.
Iowa Division of Credit Union Forms
All forms except for the ATM application can be completed electronically.
Branch Application/Credit Union Office
Credit Unions must submit a branch application for any building purchase or new construction projects before breaking ground. They do not have to apply if they purchase unimproved land.
Application to Serve an Association Form
Application to Serve a Small Employee Group
Application to Serve a Geographic Area
Application to Establish/Relocate Branch Office
Interactive Teller Machine Addendum
Credit unions must fill out these forms to organize or change their legal structure. Iowa law has more has more information on chartering credit unions.
Contact Us with questions.
Each credit union must use the Oath of Directors form to update information for all members of their board each year.
Electronic Oath of Directors Application (Revised September 2020)
Blank Oath of Directors Form (Revised September 2020)
Amendments to Articles of Incorporation Form
Credit Union Charter Application
Iowa credit unions can merge with another credit union under state law. The membership vote must comply with the rules laid out in Iowa’s Administrative Code, if the merging credit union is an Iowa credit union.
Our staff has created a merger timeline to give credit unions a broad look at the process, from start to finish. Please refer to the guidelines and checklist to decide which forms you need for each step of the process. This page contains all of the needed forms.
Merger applications must comply with National Credit Union Administration (NCUA) regulations about mergers.
These extra requirements include:
- Giving members a notice of vote/balloting at least 45 days before the vote date.
- Disclosing any increase in pay to the CEO, top four executives, and board or committee members, above a stated threshold.
- Providing a way for members to communicate about the merger.
Certification of Merger Completion
Consolidated Financial Statement
Financial Arrangement Certification Form
Editable Notice of Balloting Form
Sample Ballot for Merger Proposal
Probable Asset to Share Ratio Worksheet
Under state law, Iowa credit unions can spin off part of their operations. We have guidelines and a spin-off document checklist to help with this process. Find more information on the process within Iowa law and Iowa Administrative Code.
This page includes all of the needed forms.
Form 1: Resolution of BOD for Intent to Merge
Form 1a: Acquiring Credit Union Resolution of BOD for Intent to Merge
Form 2: Application for Approval of a Spin-Off
Form 3: Notice of Balloting (Spin-Off)
Form 4: Spin-Off Proposal Ballot