The League – Fostering Financial Wellbeing for All

Purchasing League Forms 101

Tip Compliance Courier

TIP:  The League offers 60+ electronic forms for sale to credit unions. Members can purchase and download forms from The League’s website for immediate use on their desktops or other devices. The forms are available as .pdf documents with fillable fields that users can complete, save, and print as needed.  (Paper forms were phased out in 2015 and are not available.) All League forms can be integrated into your credit union’s data processing systems for mapping of the fields. 

Purchases are made via an annual licensing fee. This means that for each form you purchase, you’ll be notified (via Compliance Couriers) and automatically provided with any updates made to that form throughout the year. Revised forms are included in your annual licensing fees, which also include unlimited usage of the forms on as many credit union devices as needed and unlimited printing. Your initial purchase is the full cost for that form’s usage during the current calendar year. 

The latest listing of available forms and their current revision date is available here and at several locations throughout our website. All pricing includes sales tax, if applicable. You can find the current price of a form by adding it to your shopping cart in the online store. Updated or revised forms are sent via email automatically to the credit union’s primary contact (President/CEO). If you want to be on the list to receive updated/revised forms currently licensed by your credit union, and you are authorized by your credit union to do so, please inform us by email with your contact information.   

The League will automatically renew your annual subscription(s) (form licenses) each year. An annual maintenance invoice is issued to each subscribing credit union generally at the beginning of the new year. Questions about invoices should be directed to our accounting department.  

Comprehensive forms information, resources, and  relevant Couriers are consolidated into a single webpage in our A-Z topics under W.C.U.L. Services Corp. Forms. Samples of all forms can be found in the online store and on the A-Z page.

To integrate League forms into your credit union’s host data processing system, please forward the .pdf file(s) directly to your data processor along with any additional information provided in any relevant Compliance Courier concerning each form.

You download the form(s) directly after you purchase them on the final checkout screen.  A pdf download icon appears at the bottom of the page when you complete the purchase. 

How to Purchase & Download Forms

Member credit unions may purchase forms online at theleague.coop > Solutions > Credit Union Forms. (You must be logged into the website as a League member before you begin your purchase.)
  1. Select from the form categories listed under Find & Buy Forms.
  2. Browse to find the form(s) you need.
  3. Click the Purchase button under the form you want to download.  A new window or tab will open in your browser.
  4. Click on the Add to Cart button to add each form to your shopping cart you wish to purchase and download. Go to your Shopping Cart screen when you are ready to make your purchase and the forms will be listed along with current annual prices.
  5. The Shopping Cart link is at the top right of your screen. Select that link and you will then see all the forms you selected for purchase listed.  Use the “Proceed to Payment” link at the bottom right of this screen to go to the checkout screen.
  6. Enter the appropriate billing and payment information, AND you must click on the Captcha box (to confirm you’re not a robot) at the bottom of the screen.  Then select the button at the bottom of the screen to Complete Purchase.
  7. When the transaction is complete, the PDF form will be available for download to your device. Look for the link/icon on the bottom of the checkout screen to retrieve your electronic form file(s). Some forms are sold as bundles (e.g. MLA versions), and you will download a .zip file containing multiple PDF form files.
The League’s website may “time-out” idle connections and your attempts to click on purchase buttons will navigate to a general events page, instead of to the form you want to buy. Occasionally, you must log off the website and shut down your browser and then restart it, especially if it has been idle, then log back in. If that does not help, you may need to clear out your browser cache, cookies and stored history files from within settings. Still no luck? Please let us know.
 
Purchased forms should be printed and reviewed for proper display at your credit union. Compare your printouts of the installed forms to the final proofs available through the links above and samples on our website.
 
The forms you use are important legal documents governing your transactions with affected members. Credit unions are responsible for reviewing forms to determine that they are appropriate for the transaction. WCUL forms are designed for use with transactions subject to Wisconsin law and applicable federal law. Users should read and become familiar with the terms of each form they use and how they must be completed for compliance.
 

For questions about issues with ordering forms on the website please contact Jeff Bonk. For questions about how to use League forms, please call the League’s Compliance Hotline at (608) 640-4050 or email the Compliance Mailbox. 

 
You can find paper products i.e., drive-up envelopes, CD envelopes, deposit slips, passbooks, etc., available through the TruStage forms department at 1-800-356-5012.  The League no longer sells any paper products/paper forms.
 
All WCUL forms purchased are subject to The League’s terms and conditions.