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Agencies A-Z Online Services

Form

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

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Iowa Division of Credit Unions

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Iowa Division of Credit Unions

200 E Grand Ave
Suite 370
Des Moines, IA 50309

Phone

515-725-0505

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