This page provides resources to assist federally insured credit unions voluntarily planning to merge with other federally insured credit unions, including:
- Frequently asked questions;
- Part 708b of the NCUA’s Rules and Regulations, which covers mergers of insured credit unions;
- Agency guidance on member-to-member communications during the merger process;
- Federal Register notice for the agency’s 2018 final rule;
- Required “fillable” merger forms; and
- Tools to help credit unions determine compatibility of their fields of membership and whether compensation disclosure is required.
