The League – Fostering Financial Wellbeing for All

NCUA: NCUA’s Credit Union Merger Resources

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.