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Access to Credit Union Documents

DISCLOSURE OF MEMBER'S ACCESS TO CREDIT UNION DOCUMENTS

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 call report may be given to meet this requirement);

  • (2) a summary of the most recent annual audit completed in accordance with §91.516 of this chapter (relating to Audits and 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.

 
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