Get Form 21a9 Cra Self-assessment - Thompson Hr

This guide provides a comprehensive overview of how to effectively complete the FORM 21A9 CRA Self-Assessment. The form is essential for evaluating a bank's performance related to community credit needs and involves multiple sections that require detailed information.

Follow the steps to successfully complete the self-assessment form.

1. Press the ‘Get Form’ button to obtain the form and open it for filling.
2. Begin by reviewing Section I, which focuses on ascertaining community credit needs. Answer the relevant questions by providing specific examples of how your institution has assessed credit needs. Circle 'YES' or 'NO' where applicable and check the appropriate groups you have met with.
3. Continue to Section II, which addresses marketing strategies and types of credit extended. Fill out the marketing frequency and list the media outlets used for advertising your credit services. Indicate any outreach programs you have initiated.
4. Move to Section III, where you will define your bank’s community and discuss any exclusions. Review your geographic distribution of credit extensions by providing details on service hours and the impact of opening and closing offices.
5. In Section IV, document any discriminatory practices and ensure that loan applications are accessible at all branches. Assess your training procedures for staff regarding fair lending practices.
6. Finally, complete Section V by detailing your bank’s participation in community development projects and any challenges faced in assisting community organizations. Review your responses and make sure all information is accurate.
7. Once all sections are completed, you can save your changes, download, print, or share the form as needed.

Take action now and fill out your documents online efficiently.