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Worksheets and Checklists

Worksheets found on this page and the accompanying pages are offered as resource tools for your use. The Michigan Credit Union League (MCUL) makes these available solely for research and information purposes and not as legal or regulatory advice. If there are questions or problems with the documents, please contact the person listed on the form. It would be appreciated if you would also notify Steve Willis, Director of CU Relations and Sales at 800-262-6285 voice ext 268 or email him at Steve.Willis@CUSolutionsgroup.com and let him know your concerns.

Worksheets 

• Changing to a Community Charter

Two (2) Minute Profitability Test

Capital Analysis Calculation for Maintaining or Improving the Net Worth

• Capital Analysis by Hand
• Sample Capital Analysis
• Excel Capital Analysis
• Two Minute Profitability

• SWOT Worksheet
• Competitive Position Worksheet 
• Board Peer Evaluations With Permission
• Loan Comparison - O% Savings Calculator
• State Chartered FOM Letter from OFIR
• State Chartered CU Application for FOM - OFIR 
• Explanation of FOM Application - MCUL 
• Federally Chartered CU Internet Field of membership application
• Federally Chartering and Field of Membership Manual and Forms
• Loan Analysis Worksheet

Checklists

• Sexual Harassment Checklist
• Health Insurance Plan Checklist
• Debit/Credit Card Startup Checklist
• USA PATRIOT Act Checklist