Get Ncua Form 4063a

NCUA Form 4063a is the Individual Application for Approval of Official or Senior Executive Officer, which is essential for individuals seeking approval to serve in these roles within federally insured credit unions. This guide provides comprehensive, step-by-step instructions to assist users in accurately completing this form online.

Follow the steps to effectively complete the NCUA Form 4063a online.

1. Press ‘Get Form’ button to retrieve the NCUA Form 4063a and have it accessible for editing.
2. Begin filling in the charter or insurance number, name of the subject institution, and its location. This information sets the context for your application.
3. Indicate the type of filing, specifying whether this application pertains to a change in an official or senior executive officer. Clearly identify the position you are applying for.
4. Provide your personal information. Start with your full name (last, first, middle), residence address, and telephone numbers. If you have lived at your current residence for less than five years, include past addresses.
5. Fill out biographical details, including date of birth and place of birth, ensuring accuracy. Report your social security number as required.
6. Document your employment record for the last five years. Be sure to provide details about your roles and reasons for leaving previous positions.
7. List your educational background, including names and locations of schools attended, degrees earned, and any professional licenses held.
8. Outline any business affiliations, detailing any businesses and financial institutions you are associated with, particularly if you hold a significant ownership percentage.
9. Address legal and related matters by answering questions regarding any prior legal issues. Ensure you provide thorough explanations where required.
10. Include any additional information relevant to your application to help evaluators assess your qualifications comprehensively.
11. Review all entries for accuracy and completeness. If everything is correct, save changes, and then download, print, or share the completed form as needed.

Begin your application process now by filling out the NCUA Form 4063a online.