How to use or fill out the NCUA Form with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the full name of the individual in the designated field. Specify their role as either a Director, Committee Member, or Senior Executive Officer.
- Indicate whether this is a prior notice or after-the-fact notice and provide the charter/insurance number of your federally insured credit union.
- In the 'Details of Proposed Transaction' section, describe the steps taken to assess the individual's qualifications and summarize their experience relevant to the proposed position.
- If applicable, attach any position descriptions and discuss employment terms for senior executive officer roles, ensuring all pertinent documents are included.
- Review all entered information for accuracy before signing the certification at the end of the form.
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