Form 4001 - Federal Credit Union Investigation Report Page 3
Download a blank fillable Form 4001 - Federal Credit Union Investigation Report in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 4001 - Federal Credit Union Investigation Report with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15B. ECONOMIC ADVISABILITY OF ORGANIZING PROPOSED CREDIT UNION
Attach a separate sheet if space available is not adequate
GENERAL INFORMATION
1. Potential membership:
NOTE: Number of employees for occupational, active
members for associational (or families for religious
groups), or population per most recent census for
community-type fields of membership
2. Potential interest (survey results)
NOTE: Sample must consist of a minimum of 250 potential members. Copy of survey
form(s) utilized should be attached.
Number of people surveyed:
Number of people responding to survey:
Number of people pledging an initial deposit:
Total dollars pledged:
$
Number pledging systematic savings:
Total dollars pledged (per month):
$
3. Number of persons attending the
charter-organization meeting:
4. Attach a business plan containing, at a minimum, the following elements:
- mission statement
- analysis of market conditions, including if applicable, geographic, demographic,
- employment, income, housing, and other economic data;
- evidence of member support;
- goals of shares, loans, and for number of members;
- financial services needed/desired;
- financial services to be provided to members of all segments within the field of
membership;
- how/when services are to be implemented;
NCUA 4001
PAGE 3
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Business