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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 as part of the initial merger application. Do not sign the form until the merger effective date.

Use this form to provide members an opportunity to opt-out of the transfer.

Sample Ballot for the membership vote on a credit union merger.

Complete this form to certify the membership vote results.

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.