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Capital Planning and Stress Testing Resources

Under Part 702 of the NCUA’s Rules and Regulations, credit unions with assets of $10 billion or greater are required to conduct capital planning and stress testing. To assist these credit unions, we have provided the following resources and information.

Capital Planning Resources

Capital Plan Scenario Result Reporting Templates

Other Industry Practices

Stress Testing Resources

Credit Union Self-run Stress Testing Instruction, Results Templates, Supplemental Data Request, and FAQ

Credit unions needing access to data collection templates should contact the Office of National Examinations and Supervision at 703.518.6640 or by email at

Stress Testing Scenarios

Other Industry Stress Testing Practices

Federal Reserve Board of Governors

Large Credit Union Quarterly Data Collection Resources

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