Assistance for Credit Unions

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Asset Assessment

• Asset Assessment Worksheet (Excel)
• Authorization for Direct Withdrawal - ACH Debits (Word)

Credit Union How to Manuals

• Complete a Merger with Another Credit Union (PDF)
• Start a New Credit Union (PDF)
• Convert from a Federal to State Charter (PDF)
• Credit Union Name Change (PDF)

Overdraft Protection Programs

• Guidance on Overdraft Protection Programs

Field of Membership (FOM) Guidelines & Forms

• Guidelines for Submitting an Application to Add a Community Charter Group to a FOM (PDF)

Field of Membership Forms

• Model FOM Appendix to the Bylaws only (PDF)
• Model FOM wording for Bylaws (PDF)

Out-of-State, State Chartered Credit Unions Guidelines

• Guidelines for Out-of-State, State Chartered Credit Unions Doing Business in Washington (PDF)

OREO Property Guidance and Best Practices

• OREO Property Guidance and Best Practices (PDF)

1 Page Disclosure Summary Forms And Instructions

Disclosure Summary Forms

Available in print only PDF or Microsoft Word.

• Fixed Rate Loan Disclosure Summary Form (PDF)
• Variable Rate Loan Disclosure Summary Form (PDF)
• Fixed Rate Loan Disclosure Summary Form (Word)
• Variable Rate Loan Disclosure Summary Form (Word)

New GFE Disclosure Summary Forms - Updated 11/05/2010

Please note: These versions of the forms have been pulled down for revision. You may use the original forms above or you may create your own form with the statutory language. Here is a link to the statutorily required language: http://apps.leg.wa.gov/rcw/default.aspx?cite=19.144.020.