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IDCU provides this form to allow credit unions to remove inapplicable sections of the pdf form.

Use this form to document the spin-off or piece of a credit union to another credit union.

Complete this form to show a credit union board of directors have approved to merge with the merging credit union.

Complete this form to notify affected members of the vote to transfer their account to the transfering credit union.

Complete this form as part of the initial merger application. All dates will likely change.

Use this form to report the results of the affected membership vote.

Complete this form to certify that the merger is complete.

Complete this form if your credit union is transferring assets and members to another credit union.

Complete this form to certify if any financial incentives will be given as part of a merger.

This sample can be used to create member ballots to approve the transfer.