Operations

Supporting Your Members Begins at the Ground Level

When your chapter runs smoothly and efficiently, you’ll have more time to focus on what your members need. Start by locking in your chapter’s foundational procedures with these helpful standard documents, designed to create quality chapter operations.

Leadership

Chapter Handbook

Download the Chapter Handbook here.


Sample Election Ballot

Download the Sample Election Ballot here.


Structuring an Officer Transition Meeting

Learn how to structure an officer transition meeting.


Officer Transition Packet

Download the officer transition packet here.


Chapter Finances

Understanding Your Chapter's Tax ID Number

Learn more about what it means to have a Tax ID Number.


Sample Ledger

Download the sample ledger here.


Signature FCU Bank Accounts

Learn how banking with Signature can benefit you!


Direct Deposit Form

Click here to fill out the direct deposit submission form.


Chapter General Liability Insurance

Download details document here.


View More Chapter Counselor Resources