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Credit Union Forms

Purchase Forms

If you wish to purchase a form you must choose the appropriate link below to find your available items. (If you are looking for a copy of a form(s) you already purchased, please send us an email, along with a list of the form number(s)). 

Note: Some members may need to login a second time when entering the store, before being able to add items to your shopping cart.  See instructions below for further information.

  • Less than 2,500 Members
  • 2,500 to 5,000 Members
  • 5,000 to 10,000 Members
  • 10,000 - 15,000 Members
  • 15,000 - 25,000 Members
  • Greater than 25,000 Members

  • 2022 Forms Price Increase

    Note that forms prices have increased approximately 10% for 2022, to help cover The League’s costs in developing and maintaining this service. This increase is effective immediately and current pricing is reflected in your shopping cart for each form. 

    Current & Compliant Forms for Your Credit Union

    Constantly changing regulations means constantly changing forms, resulting in a lot of work and a lot of headache for you and your credit union.

    Our forms program minimizes your credit union's compliance risk. All forms are available as a .pdf, giving you the flexibility to complete the forms electronically, print them out or incorporate them into your data processing system. 

    Purchases are made via an annual licensing fee. This means that for each form you purchase, you'll get notified of any updates made to that form and the updated form is included in your annual licensing fee.

    All pricing includes sales tax, if applicable.

    (As of 2015 The League no longer sells any paper forms or paper form products in favor of credit unions' preferred electronic PDF format.)

    How to Purchase & Download Forms

    (You must be logged into the website as a League member before you begin your purchase.)

    1. Select the appropriate link from the credit union membership links listed above.
    2. Browse or search to find the form(s) you need.
    3. Under the form(s) you want to download, select the checkbox for Add To Cart for each form you wish to purchase.  
    4. Click on the Checkout button at the very bottom of the list when you are done selecting all the forms you want to add to your shopping cart. Your Shopping Cart screen will open and the form(s) you want to download will be listed along with current annual prices.
    5. Enter the appropriate billing and payment information, then click on the Accept button at the bottom of the screen.
    6. When the transaction is complete, the PDF form will be available for download to your device. Look for the link/icon on the bottom of the checkout screen to retrieve your electronic form file(s). Some forms are sold as bundles (e.g. MLA versions), and you will download a .zip file containing multiple PDF form files. 

    Note:

    Please address form ordering questions to Jeff Bonk at (608) 640-4053, and questions about completion of the forms and compliance to John C. Engel at (608) 640-4051.


    Credit Union Forms

    Find & Buy Forms

    If you wish to purchase a form you must choose the appropriate link below to find your available items. (If you are looking for a copy of a form(s) you already purchased, please send us an email, along with a list of the form number(s)).  Note: Some members may need to login a second time when entering the store, before being able to add items to their shopping cart.

  • Less than 2,500 Members
  • 2,500 to 5,000 Members
  • 5,000 to 10,000 Members
  • 10,000 - 15,000 Members
  • 15,000 - 25,000 Members
  • Greater than 25,000 Members

  • Form Revision Dates

    Latest Form Revision Dates