Credit Union Merger Manual

The Merger Manual forms may be downloaded as a zipped package or individually and are listed below.

All Merger Manual forms 

NCUA 6301 - Merger Package Checklist

NCUA 6302 - Merger Resolution: Continuing Credit Union

NCUA 6303 - Merger Resolution: Merging Credit Union

NCUA 6304 - Merger Agreement

NCUA 6305A - Notice of Special Meeting of the Members on Proposal to Merge

NCUA 6305B - Notice of Special Meeting on Proposal to Merge and Convert to Nonfederally insured (privately insured) Status

NCUA 6305C - Notice of Special Meeting on Proposal to Merge and Terminate Federal Insurance

NCUA 6306A - Ballot for Merger Proposal

NCUA 6306B - Ballot for Merger Proposal and Conversion to Nonfederally insured (privately insured) Status

NCUA 6306C - Ballot for Merger Proposal and Termination of Federal Insurance

NCUA 6308A - Certification of Vote on Merger Proposal

NCUA 6308B - Certification of Vote on Merger Proposal and Conversion to Nonfederally insured (privately insured) Status

NCUA 6308C - Certification of Vote on Merger Proposal and Termination of Federal Insurance

NCUA 6309 - Certification of Completion of Merger

NCUA 6311 - Probable Asset/Share Ratio Computation Form (Continuing Credit Union) (Excel)

NCUA 6312 - Probable Asset/Share Ratio Computation Form (Merging Credit Union) (Excel)

Federal Charter Converting to Privately Insured State Charter

NCUA IC1 - Notice to NCUA of Intent to Convert and Request for NCUA Approval

NCUA IC2 - Notice to Members of Intent to Convert and Member Meeting

NCUA IC3 - Member Ballot

NCUA IC4 - Certification of Vote

State Charter Converting from Federally Insured to Privately-Insured

NCUA IC5 - Notice to NCUA of Intent to Convert and Request for NCUA Approval

NCUA IC6 - Notice to Members of Intent to Convert and Member Meeting

NCUA IC7 - Member Ballot

NCUA IC8 - Certification of Vote

Please direct your questions to the Division of Insurance in your NCUA Regional Office or follow the "Contact Us" link below.

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Last modified on
02/07/19