The NCUA regulates, charters and supervises all federal credit unions and insures members’ deposits in all federally insured credit unions to the limits of federal law. Each year, the NCUA Board considers and approves a budget to support these activities.
The NCUA is committed to providing transparency about the agency’s budget. The agency uses zero-based budgeting where every projected expense is justified. Below you will find materials related to previous budgets, including budget summaries, fact sheets, and information on the overhead transfer rate and operating fee. You will also find information describing historical trends related to the agency’s budget.
Documents Prior to 2013
- 2012 Overhead Transfer Rate Board Action Memorandum
- 2011 Overhead Transfer Rate Board Action Memorandum
- 2011 Overhead Transfer Rate Review
- 2010 Overhead Transfer Rate Board Action Memorandum
- 2003 Overhead Transfer Rate Board Action Memorandum
- 2001 Overhead Transfer Rate Report
Overhead Transfer Rate Background
- 2003 Board Briefing-Detailed Explanation of Methodology
- 2003 Board Briefing Slides
- 2003 November 20 NCUA Board Meeting Transcript
- 2003 Summary of Pre-Adoption OTR Stakeholder Meeting Comments
- 2003 Task Force Proposal
- 2009 November 19 NCUA Board Meeting Transcript
- 2010 November 18 NCUA Board Meeting Transcript
- 2011 November 17 NCUA Board Meeting Transcript
- 2012 November 15 NCUA Board Meeting Transcript
- 2013 November 21 NCUA Board Meeting Transcript
- 2014 November 20 NCUA Board Meeting Transcript