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UNITED STATES OF AMERICA NATIONAL CREDIT UNION ADMINISTRATION NATIONAL CREDIT UNION ADMINISTRATION BOARD) In The Matter Of)) MARGARET S. ALDRIDGE, ) ) Former InstitutionAffiliated Party of) COASTAL
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To fill out the former institution-affiliated party section of the form, you will need to follow these steps:
02
Begin by providing the full name of the former institution-affiliated party.
03
Next, specify the institution or organization with which the party was affiliated.
04
If applicable, provide the date range of their affiliation with the institution.
05
Include any additional relevant information about their role or responsibilities.
06
If multiple former institution-affiliated parties are involved, repeat the above steps for each individual.
07
Review the completed section for accuracy and make any necessary revisions.
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Finally, sign and date the form to certify the information provided.

Who needs former institution-affiliated party of?

01
The former institution-affiliated party section is required for individuals who were previously associated with an institution or organization mentioned in the form.
02
This section is usually necessary for individuals who have held positions or roles within the institution or have any relevant affiliation that might influence or inform the context of the form.
03
It helps establish connections, potential conflicts of interest, or any other relevant information about the person's past affiliation with the institution.
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Former institution-affiliated party refers to individuals who were previously associated with a financial institution in a leadership or decision-making capacity.
Financial institutions are required to file former institution-affiliated party reports.
Former institution-affiliated party reports can be filled out electronically through the designated regulatory agency's online portal.
The purpose of former institution-affiliated party reports is to track the movements and activities of individuals who may pose a risk to the financial institution.
Information such as the individual's name, position held, reason for departure, and any potential conflicts of interest must be reported on former institution-affiliated party reports.
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