The NCUA’s Office of Credit Union Resources and Expansion (CURE) can provide a Pro Forma Financial Statement Template complete with historical financial data for your credit union. Learn how to use this form when filing your federal income taxes and download a copy of. This template is provided for informational purposes, and can be used to facilitate accurate projections (totals and ratios are automatically calculated as data is entered). How to get your unemployment payment or U.S. The third column is optional for an additional 12 months of financial projections. The template shows items the NCUA suggests a credit union include in pro forma financial statements for at least the first 24 months after converting to community charter. The template is optional and can be used in conjunction with the NCUA templates for a Business and Marketing Plan (standard or streamlined) associated with a request to expand a community charter or convert to a community charter.
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