Reference Material

Home page for documents, forms, and information associated with Xtend Shared Branching.

Important Documentation

Credit Unions have a variety of policies and procedures in serving their individual member needs. For an Xtend CUSB to operate effectively and to consistently serve all of our credit unions members, it is important that we perform under certain standardized, uniform policies and procedures.  These policies and procedures are outlined in the Xtend Shared Branch Policies and Procedures Manual. All participating Credit Unions are required to abide by the terms and conditions of the Xtend CUSB/Credit Union agreement.

Shared Branch Policies – 2015

CU Shared Branch Agreement – Master*

The Xtend Shared Branch Policy and Procedures Manual is for the use of member credit unions and our Xtend CUSB office locations. It specifically identifies the nature of our operating relationships with the participating credit unions and their members. Primary input for change and revision to this manual comes through management at the recommendation of our participating credit unions and the Xtend CUSB Advisory Committee (SBAC) through which every credit union is represented.

Individual Credit Union input is encouraged. Major changes to policies or procedures will be submitted to the SBAC for review in advance of implementation. To contact the Xtend SBAC email

Advisor Council Members:

Credit UnionName of Council MemberEmail Address
AAC Credit Union Chris
ATL Credit Union Glenn
Calcite Credit Union Gary
Chiropractic Credit Union Jeanette
Frankenmuth Credit Union Carol
Muskegon Co-Op Federal Credit UnionJustin
River Valley Credit Union Janelle
Tri-Cities Credit Union Kim
Western Districts Members Credit Union Terri

Quick Link Documents

Settlement Information for the Great Lakes Shared Branching Network

Settlement Information for the West Coast Shared Branching Network.

Xtend Shared Branch Transaction Correction Form

Xtend Shared Branch Large Dollar/Check Notification Form

Xtend Shared Branch Dispute Form

 *If you are interested in participating in the Xtend Shared Branching program, please contact an Xtend Business Support Representative for an official copy of the agreement. | Phone: 616.285.5711 | Toll Free: 800.327.3478 | Fax: 616.285.5735
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