Merger Forms Form Merger Completion Certification 81.99 KB .pdf Complete this form to certify that the merger is complete. September 19, 2023
Spin-Off Forms Form Transferring Credit Union Resolution 33.59 KB .docx Complete this form if your credit union is transferring assets and members to another credit union. September 19, 2023
Merger Forms Form Certification of Financial Arrangements 131.01 KB .pdf Complete this form to certify if any financial incentives will be given as part of a merger. September 19, 2023
Spin-Off Forms Form Sample Spin-Off Ballot 94.86 KB .pdf This sample can be used to create member ballots to approve the transfer. September 19, 2023
Merger Forms Form Probable Asset to Share Ratio Worksheet 14.66 KB .xlsx Complete this form at the time of application. This spreadsheet shows the value of a membership share within each credit union. September 19, 2023
Merger Forms Form Confidentiality Agreement 118.53 KB .pdf Complete this form to request examination reports to perform due diligence on a merger partner. September 19, 2023
Spin-Off Forms Form Acquiring Resolution Form 125.98 KB .pdf Complete this form if you are acquiring a part of an Iowa credit union. September 19, 2023
Application Form Form Application to Serve an Employee Group 111.13 KB .pdf Complete this form if you want to add an employee group (SEG). September 18, 2023
Application Form Form ATM Application 169.76 KB .pdf Complete this form to establish an ATM and/or an ITM. April 1, 2021
Organizational Forms Form Charter Application 135.25 KB .pdf Complete this document to start a new credit union or convert to an Iowa credit union. September 19, 2020
Organizational Forms Form Oath of Director Form 5.82 MB .pdf A paper copy of the Oath of directors form. Credit Unions are also responsible for updating the IDCU system with all current board members. September 19, 2020
Application Form Form Open or Relocate a Branch 295.64 KB .pdf Complete this form if you are opening or relocating a credit union branch. November 18, 2018
Application Form Form Lender Credit Card Application 166.08 KB .pdf Complete this form if you are not an Iowa credit union and would like to market credit cards to Iowans. November 18, 2018
Organizational Forms Form Amendments to the Articles of Incorporation 135.99 KB .pdf Complete this form to modify a credit union's articles of incorporation. November 18, 2018
Application Form Form Interactive Teller Machine (ITM) Addendum 106.91 KB .pdf Complete this form in addition to the ATM application if your credit union is adding an ITM. November 13, 2018