Credit Union Documents Request

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Request Credit Union Documents

The Board of InTouch Credit Union (ITCU) produced this policy in accordance with the Texas Administrative Code, Title 7, Part 6, 91.315 “Member’s Access to Credit Union Documents” to ensure adherence to all state and federal credit union regulations mandated by law, and to provide the necessary guidance and assistance to make certain regulation boundaries are known and respected by all elected officials.

Specifically, it is the purpose of this policy in conjunction with related credit union procedures, to ensure that ITCU provides Members with access to Credit Union Documents as outlined by the statute. The Texas Administrative Code requires:

ITCU will provide notice to its membership of the availability of certain documents related to the Credit Union’s finances and management.
ITCU will post a copy of the required notice on its website throughout the year and publish the notice in the Credit Union’s newsletter twice a year.
Upon request, a member is entitled to review or receive a copy of the most recent version of the following ITCU documents:
- Balance sheet and Income statement;
- Summary of the Annual Audit;
- Bylaws;
- Articles of Incorporation;
- Internal Revenue Service Form 990; and
- Written ITCU Board Policy regarding access to the above mentioned documents (e.g. Board Policy 10-801 – Membership Requests For Credit Union Documents).

If you desire access to one or more of the documents listed above, you can complete the form below, or contact the Credit Union by mail at:

InTouch Credit Union
P.O. Box 250169
Plano, TX 75025-0169

After validating membership, InTouch Credit Union will contact you in reference to the documents requested.

* Indicates Required

Main Form Body

Member Information

First Name *
Middle Initial
Last Name *
Last Four Digits of Member/Account Number *
Daytime Phone Number
Email (For document delivery purposes only) *

Primary Member Security Information

Last Four Digits of SSN *
Date of Birth *
Please select the document(s) that you would like to request copies of *
Balance sheet and Income statement Summary of the Annual Audit Bylaws Articles of Incorporation Internal Revenue Service Form 990 (Most recent Form 990 may not be available until May or June) Written ITCU Board Policy regarding access to the above mentioned documents
Additional Comments