Financial Institutions - Publications and Forms

Related to Credit Unions and Loan & Trust Corporations

Many of the documents listed here are available in pdf (portable document format).

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List of Credit Unions Registered in Alberta

Publication (html)
pdf
Updated
mm/dd/yy
List of registered credit unions in Alberta
n/a
10/25/11


Forms related to Credit Unions

Please note:  the following pdf forms are "fillable".

Form
Form
Number
pdf
Updated
mm/dd/yy
Amendment to Articles of Incorporation
AT4040
08/10/11
Amendment to By-laws
AT4005
08/10/11
Annual Return
AT4044
08/10/11
Articles of Amalgamation
AT4045
08/10/11
Articles of Incorporation
AT4039
08/10/11
Incorporation Filing Requirements
n/a
08/10/11
Intent to Dissolve
AT4046
08/10/11
Notice of Address
AT4043
08/10/11
Notice of Directors
AT4042
08/10/11
Monthly Financial and Statistical Report:
> Completion Guidelines
n/a
07/05/10
> Financial and Statistical Report / Certification
n/a
08/10/11
> Schedule 1:  Statutory Liquidity
AT4268
08/10/11
> Schedule 2:  Statistical Report
AT4269
08/10/11
> Schedule 3:  Balance Sheet Details
AT4270
08/10/11
> Schedule 4:  Income and expense Details
AT4271
08/10/11
> Schedule 5:  Allowance for Loan and Financial Lease Impairment: Continuity Schedule
AT4272
08/10/11
> Schedule 6:  Capital Base and Risk Weighted Position
AT4273
08/10/11
> Schedule 7:  Asset Liability Management Repricing Schedule
AT4274
08/10/11
> Schedule 8:  NAICS/Borrowers Risk Rating Breakdown
n/a
08/10/11

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Bulletins related to Credit Unions

Bulletin
Bulletin
Number
pdf
Released
mm/dd/yy
Annual Filings (January 2012)
CUB-22
01/03/12

For copies of forms or bulletins, including those not listed above, please contact our office.

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List of Loan and Trust Corporations Registered in Alberta

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Forms related to Loan and Trust Corporations

Please note:  the following pdf forms are now "fillable".

Form
Form
Number
pdf
Updated
mm/dd/yy
Annual Return
AT4053
08/10/11
Application for Letters Patent
AT4059
08/10/11
Application for Registration
AT4252
08/10/11
Fee Schedule
n/a
08/10/11
Incorporation Filing Requirements
n/a
08/10/11
Intent to Dissolve
AT4041
08/10/11
Notice of Address
AT4064
08/10/11
Notice of Directors
AT4062
08/10/11
Personal Questionnaire for Directors, Officers, Shareholders
AT4060
08/10/11
Power of Attorney and Consent
AT4054
08/10/11
Registration Filing Requirements
n/a
08/10/11
Sample Consent Authorizing the Minister to conduct examinations
n/a
08/10/11

For copies of forms or bulletins, including those not listed above, please contact our office.

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Page last updated:  May 10, 2012