Chartering and Mergers

Merger Activity and Insurance Report

This quarterly report provides summary statistics for the chartering activity and field-of-membership actions processed by the NCUA. This report provides specific details about large expansions, community-charter actions, charter conversions and mergers.

Credit Union Merger Data Application

This application emails the requester a Microsoft Excel spreadsheet of completed mergers for the last three years. Information in the spreadsheet includes the merged credit union's name and address, the merger date, charter number, and the new credit union's name and join number.

Credit Union Chartering Application

This application emails the requester a Microsoft Excel spreadsheet of completed mergers for the last three years. Information in the spreadsheet includes the merged credit union's name and address, the merger date, join number (the number used to track credit unions across all events) and charter number, and the new credit union's name and join number.

Community Charter Report

Updated on a quarterly basis, these reports provide data on community-charter conversions, expansions and new community charters.

Trade, Industry, or Profession Report

These reports provide data on the chartering and field-of-membership activity for credit unions serving select employee groups.

Underserved Area Report

These reports identify the number of credit unions expanding into areas considered lacking in access to federally insured financial institutions.