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Appendix 2: Credit Union Information SheetCompany Information This information will be posted on the shared public consumer facing website at www.nycua.org for current and potential credit union members
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Exhibit B Lucky Savers is a document used in certain financial programs that report the savings and assets of participating individuals, typically related to savings incentive programs.
Individuals who participate in the Lucky Savers program and wish to report their savings and asset information are required to file Exhibit B.
To fill out Exhibit B Lucky Savers, individuals must provide accurate information regarding their savings accounts, total assets, and any relevant financial details as outlined in the instructions provided with the form.
The purpose of Exhibit B Lucky Savers is to track and document the savings contributions of individuals participating in the Lucky Savers program to ensure compliance and assess the effectiveness of the program.
The information that must be reported on Exhibit B includes account balances, types of savings accounts, personal identification details, and any other financial information specified in the filing instructions.
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