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 (129.79 KB) .pdf
Application to Serve a Small Employee Group (111.13 KB) .pdf
Application to Serve a Geographic Area (5.64 MB) .pdf
Application to Establish/Relocate Branch Office (295.64 KB) .pdf
Application to Close a Branch (116.22 KB) .pdf
ATM Application Form (169.76 KB) .pdf
Interactive Teller Machine Addendum (106.91 KB) .pdf
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 (5.82 MB) .pdf (Revised September 2020)
ByLaw Amendments (119.53 KB) .pdf
Amendments to Articles of Incorporation Form (135.99 KB) .pdf
Credit Union Charter Application (135.25 KB) .pdf
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 (1.38 MB) .pdf to give credit unions a broad look at the process, from start to finish. Please refer to the guidelines (480.46 KB) .pdf and checklist (222.71 KB) .pdf 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 (81.99 KB) .pdf
Certification of Merger Vote (124.17 KB) .pdf
Consolidated Financial Statement (13.36 KB) .xlsx
Confidentiality Agreement (118.53 KB) .pdf
Financial Arrangement Certification Form (131.01 KB) .pdf
Merger Agreement Form (186.45 KB) .pdf
Notice of Balloting Form (200.79 KB) .pdf
Editable Notice of Balloting Form (26.73 KB) .docx
Sample Ballot for Merger Proposal (99.92 KB) .pdf
Probable Asset to Share Ratio Worksheet (14.66 KB) .xlsx
Under state law, Iowa credit unions can spin off part of their operations. We have guidelines (202.13 KB) .pdf and a spin-off document checklist (157.64 KB) .pdf 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 (33.59 KB) .docx
Form 1a: Acquiring Credit Union Resolution of BOD for Intent to Merge (125.98 KB) .pdf
Form 2: Application for Approval of a Spin-Off (81.36 KB) .pdf
Form 3: Notice of Balloting (Spin-Off) (159.17 KB) .pdf
Form 4: Spin-Off Proposal Ballot (94.86 KB) .pdf
Form 5: Opt-Out Form (145.73 KB) .pdf
Form 6: Certification of Spin-Off Proposal Vote (101.92 KB) .pdf
Form 7: Certification of Spin-Off Completion (101.92 KB) .pdf