NCUA announces post-examination survey pilot program

September 21, 2021

NCUA is piloting a new post-examination survey that will allow credit unions to provide timely feedback to the agency while helping to standardize the feedback process, according to the agency’s latest Letter to Federal Credit Unions (21-FCU-05).

Beginning Sept. 20, through March 31, 2022, federal credit union managers or CEOs will receive a link to the post-examination survey from the NCUA’s Ombudsman at the conclusion of a regular examination. Credit unions will have 15 days to submit responses.

The survey will not be sent at the conclusion of a follow-up examination or supervision contact.

Credit unions are not required to respond to the survey. Participation is optional.

The survey will include five questions focused on pre-examination, reporting, and post-examination requirements. The survey will also include an open-ended question that will ask for credit union feedback on the types of questions the agency should consider in a future permanent survey.

Three versions of the survey will rotate amongst credit unions with completed examinations.