Member Access to Credit Union Documents

Documents Available to Members: Upon request, a member is entitled to review or receive a copy of the most recent version of the following credit union documents:

  1. Balance sheet and income statement (the non-confidential pages of the latest report may be given to meet this requirement);
  2. A summary of the most recent annual audit completed (relating to Audits & Verifications);
  3. Written board policy regarding access to the articles of incorporation, bylaws, rules, guidelines, board policies, and copies thereof; and
  4. Internal Revenue Service Form 990