Get Credit Union Statement To Assessor (pdf) 57-150

This guide provides clear and detailed instructions on completing the Credit Union Statement To Assessor (pdf) 57-150 online. Whether you are familiar with online forms or new to the process, these steps will help you understand each section of the document.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin by filling out the applicant contact information. Provide your name, phone number, and email address clearly.
3. Enter the name of your credit union along with its address, city, state, and zip code.
4. Proceed to Schedule A for legal reserves. Input the amounts in the blank fields provided. Total the legal reserves and record that amount.
5. Move to Schedule B for special reserves. Fill in the amounts in the corresponding fields and total the special reserves as directed.
6. Calculate the sum total of both legal and special reserves by adding the totals from Schedule A and Schedule B.
7. Subtract the exemption amount of $40,000 from the sum total to find the amount subject to tax.
8. Multiply the amount subject to tax by the five mill levy tax rate to calculate your tax amount.
9. If applicable, fill in the tax credit claim amount from IA 148, Part III.
10. Calculate the net tax due by subtracting the tax credit claim from the total tax.
11. In the final section, enter your name and title, then provide the necessary signature, title, and the date.
12. Ensure the document is notarized, including the notary's name and date, along with the expiration date of the notary.
13. Finally, save your changes. You can choose to download, print, or share the completed form as necessary.

Complete your documents online today for a smoother process!