Amendments to IRPS 08-2 (Opens new window)
IRPS 08-2 Service to Underserved Areas (Opens new window)
The NCUA Chartering and Field of Membership Forms
Users can print out and use the versions of the following NCUA Chartering and Field of Membership Forms that are listed below. All of these forms are in PDF.
Chartering Forms
NCUA 4001 (Opens new window) - Federal Credit Union Investigation Report.
NCUA 4008 (Opens new window) - Organization Certificate.
NCUA 4009 (Opens new window) - Approval of Organization Certificate and Certification of Insurance.
NCUA 4012 (Opens new window) - Report of Official and Agreement to Serve.
NCUA 9500 (Opens new window) - Application and Agreements for Insurance of Accounts.
NCUA 9501 (Opens new window) - Certification of Resolutions.
NCUA 9600 (Opens new window) - Information to be Provided in Support of the Application of a State Chartered Credit Union for Insurance of Accounts.
Field of Membership Forms
NCUA 4015 (Opens new window) - Application for Field of Membership Amendment.
NCUA 4015-A (Opens new window) - Application for Field of Membership Amendment (use for multiple common bond expansion for groups of 3,000 to 4,999 persons).
NCUA 4015-EZ (Opens new window) - Application for Field of Membership Amendment (use for all single common bond expansions and multiple common bond expansions of less than 3,000).
Charter Conversion Forms
NCUA 4000 (Opens new window) - Conversion of State Charter to a Federal Charter – Federal Credit Union Investigation Report.
NCUA 4221 (Opens new window) - Notice of Meeting of Members to Convert from a Federal to State Chartered Credit Union.
NCUA 4401 (Opens new window) - Application to Convert from a State to a Federal Credit Union.
NCUA 4505 (Opens new window) - Affidavit - Proof of Results of Membership Vote - Proposed Conversion From Federal Credit Union to State Credit Union.
NCUA 4506 (Opens new window) - Federal to State Conversion - Ballot for Conversion Proposal.