Merger Forms
Iowa state-chartered credit unions may merge with another credit union in accordance with Iowa Code Section 533.401. The membership vote must comply with the rules established in Iowa Administrative Code Chapter 189.12.6 if the merging credit union is an Iowa Credit Union. Please refer to the guidelines and checklist to determine which forms to complete during each step of the process. All forms necessary to complete the merger process are listed on this page.
Most forms are created using Adobe PDF software. A link to obtain a free download of this software is located at the bottom of this page.
You may complete and print any PDF form using your web browser. To retain changes made to any PDF form, you must first download the form and complete the form using the downloaded copy.
| Name | Revision Date | File |
|---|---|---|
| April 2016 | 
|
|
| Resolution of the Merging Board | April 2016 | Form |
| Confidentiality Agreement | Form |
|
| Merger Application | May 2015 | Web Form |
| Notice of Balloting | April 2016 | Form |
| Sample Ballot for Merger Proposal | February 2016 | Form |
| Probable Asset to Share Ratio Worksheet | February 2016 | |
| Consolidated Financial Statement | February 2016 |  Spreadsheet |
| Merger Agreement | April 2016 | Form |
| Certification of Merger Vote | February 2016 | Form |
| Certification of Completion | February 2016 | Form |