Skip to Main Content

The 2025-26 assessment rate was set at $1.02 per $1,000 of assets, an increase of $0.02 from last year’s rate of $1.00. Invoices were mailed on July 1. Payments will be due by August 1, unless the institution elects to pay via electronic funds transfer. EFT payments will be due no later than August 8. If you have any questions about the calculation of the assessment for your credit union, please refer to How to Calculate Your Assessment for credit unions (PDF).

Column A Column B Column C Column D Column E Column F
Tier If assets are greater than or equal to: But less than: Pay the maximum amount from the previous tier: Plus this percent of the base rate for those assets greater than the amount in Column B Which is obtained by multiplying those assets greater than the amount in Column B by this amount
1 0 3,000,000 0 85.00% 0.0008670000
2 3,000,000 6,000,000 2,601 25.00% 0.0002550000
3 6,000,000 10,000,000 3,366 13.00% 0.0001326000
4 10,000,000 100,000,000 3,896 12.50% 0.0001275000
5 100,000,000 500,000,000 15,371 12.25% 0.0001249500
6 500,000,000 1,000,000,000 65,351 12.00% 0.0001224000
7 1,000,000,000 2,000,000,000 126,551 11.50% 0.0001173000
8 2,000,000,000 5,000,000,000 243,851 8.00% 0.0000816000
9 5,000,000,000 10,000,000,000 488,651 3.50% 0.0000357000
10 10,000,000,000 + 667,151 3.00% 0.0000306000

Calculate Your Assessment – Credit Unions