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    •  Preliminary      Worksheets
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Preliminary Worksheets

 

You can do a preliminary self-analysis to further determine whether your institution qualifies for membership by completing the relevant worksheets using data mainly from your regulatory financial reports.

 

The following worksheets are in Excel format. Complete and date the worksheets relevant to you.

For Savings & Loan Associations and Federal Savings Banks For Commercial Banks and State Savings Banks For Credit Unions For Insurance Companies

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If you have any questions or need help with these worksheets, please contact George Wang at (212) 441-6724 or Jim Bernard at (212) 441-6721.