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Credit Union Name :

CU Type : Region :

Status : Charter State (SCU Only) :

Year Chartered : Member of Federal Home Loan Bank :

Date Insured : Low Income Designation :

Field of Membership Type :

Research Statistics Supervision and Discount (RSSD) Number :

1. Does the credit union have a website?

a. Webs ite Address :

b. Type of website :

2. If the credit union does not have a website and plans to add one in the future

a. Type of website :

b. Implementation Date :

3. Organizatio nal email address :

4. Does the credit uni on have Internet access?

5. Data Processing System used to maintain CU records :

6. How members access/perform electronic financial services

a. Home Banking v ia Internet Website c. Automatic Teller Machine (ATM) e. Kiosk

b. Audio Response/Phone Based d. Mobile Banking f. Other

7. Services offered electronically

a. Account Aggregation f. Electronic Signature Auth./Cert. k. Member Application p. Remote Deposit Capture

Certification Date:

GENERAL INFORMATION

Charter Number :

INFORMATION SYSTEM AND TECHNOLOGY

Peer Group :

Assets :

No. of Members :

Yes

FISCU

Non-Federal Credit Union

info@keypointcu.com

2

Yes

12/13/1979

1979

6 - $500,000,000 and greater

Yes

California

Vendor supplied in-house

65299

41544

Active

10/17/2013 8:40:01 PM

No

Transactional

550091

www.keypointcu.com

818414624

KEYPOINT

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Credit Union Name :

Ann ual Meetin g, Date L ast Held :

Financial Statement Audit Date :

Type of Audit Performed :

Member Account Verification Date :

Verifier Name :

Trade Names Used :

REGULATORY INFORMATION

Fidelity Bond Provider Name :

Charter Number :

CUMIS

KPCU.com

Third Party

KeyPoint Credit Union

9/30/2012

65299

KeyPoint CU

4/25/2013

12/31/2012

Financial statement audit performed by state-licensed persons

KeyPoint

KEYPOINT

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Credit Union Name : Charter Number :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CREDIT UNION SERVICE ORGANIZATION (CUSO) - (1)

List all CUSOs the credit union uses (regardless of whether the credit union has a financial interest) and all the services provided by the CUSO. If the credit union has a loan, an investment, a

"controlling financial interest", the ability to exert significant influence, or owns a smaller portion of the CUSO, please provide the value of the investment in the CUSO, amount loaned to the CUSO,

and the Aggregate Cash Outlay in the CUSO, as applicable. See the instructions for additional guidance. If the credit union needs additional space, please continue on a copy of this form.

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the contents on

this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

Electronic transaction services

CUSO investments in non-CUSO service providers

$398,489

$0

Santa Clara

CA

CA

$0

Consolidation

Cost Method

Cost Method

Consolidation

Equity Method

Cost Method

Cost Method

Consumer mortgage origination

Santa Clara

No

No

$0

$0

$0

$1,008,000

$0

$0

$20,000

$5,000

$54,059

$200,000

Electronic transaction services

$54,059

Brea

No

330489154

751103106

Insurance brokerage or agency

Insurance brokerage or agency

$536,262

$0

Saint Petersburg

Yes

$875,795

WI

CA

TX

CA

FL

$814,806

Dallas

No

65299

Rancho Cucamonga

Yes

No

$0

$0

953732627

770018330

943140652

591743434

Insurance brokerage or agency

390230590

Integrated Credit Union Services

Payment Systems for Credit Union

CO-OP Network

KeyPoint Financial Services Inc

CU Members Mortgage

CUNA MUTUAL GROUP

Ministry Partners

Milwaukee

KEYPOINT

$0

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Credit Union Name : Charter Number :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CREDIT UNION SERVICE ORGANIZATION (CUSO) - (2)

List all CUSOs the credit union uses (regardless of whether the credit union has a financial interest) and all the services provided by the CUSO. If the credit union has a loan, an investment, a

"controlling financial interest", the ability to exert significant influence, or owns a smaller portion of the CUSO, please provide the value of the investment in the CUSO, amount loaned to the CUSO,

and the Aggregate Cash Outlay in the CUSO, as applicable. See the instructions for additional guidance. If the credit union needs additional space, please continue on a copy of this form.

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the contents on

this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

Loan to CUSO : Aggregate Cash Outlay :

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Credit Union Name : Charter Number :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CUSO EIN : Full/Legal Name of CUSO : City : State : Wholly Owned :

Invest Accounted For : Investment in CUSO :

Services :

CREDIT UNION SERVICE ORGANIZATION (CUSO) - (3)

List all CUSOs the credit union uses (regardless of whether the credit union has a financial interest) and all the services provided by the CUSO. If the credit union has a loan, an investment, a

"controlling financial interest", the ability to exert significant influence, or owns a smaller portion of the CUSO, please provide the value of the investment in the CUSO, amount loaned to the CUSO,

and the Aggregate Cash Outlay in the CUSO, as applicable. See the instructions for additional guidance. If the credit union needs additional space, please continue on a copy of this form.

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

Loan to CUSO : Aggregate Cash Outlay :

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the contents on

this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

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Credit Union Name : Charter Number :

Credit Union Programs - Place a "" i n the associated box to all the credit uni on offers (Check all that apply)a. Mortgage Processing

b. Approved Mortgage Seller g. Deposits and Shares Meeting 703.10(a) (FCU Only)

c. Borrowing Repurchase Agreements h. Brokered Certificates of Deposit

d. Brokered Deposits (al l deposits acquired through a third party) i . Short-Term, Smal l Amount Loans (FCU Only)

e. Investment Pilot Program (FCU Only)

Member Service and Produ ct Offering s - Place a "" i n the associated box to all the credit uni on offers (Check all that apply)Transactional Financial Education

a. ATM/Debit Card Program a. Financial Counseling

b. Check Cashing b. Financial Education

c. Money orders c. Financial Literacy Workshops

d. No surcharge ATMs d. First Time Homebuyer Program

e. Prepaid Debit Cards e. In-School Branches

Depository Credit

a. Business Share Accounts a. Business Loans

b. Health Savings Accounts b. Credit Builder

c. Individual Development Accounts c. Debt Cancellation/Suspension

d. No Cost Share Drafts d. Direct Financing Leases

e. S hare Certificates with low minimum balance requirement e. I ndirect Business Loans

Other Member Services f. Indirect Consumer Loans

a. Bilingual Services g. Indirect Mortgage Loans

b. Insurance/Investment Sales h. Interest Only or Pymt Option 1st Mortgage Loans

c. No Cost Bill Payer i. Micro Business Loans

d. No Cost Tax Preparation Services j. Micro Consumer Loans

e. Student Scholarship k. Overdraft Lines of Credit

l. Overdraft Protection/ Courtesy Pay

m. Participation Loans

n. Pay Day Loans

CREDIT UNION PROGRAMS AND MEMBER SERVICES

f. Investments not authorized by the FCU Act (State CU Only)

65299

KEYPOINT

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Credit Union Name : Charter Number :

Grant Information - Please provide information on any grants you have received since the last time you reported.

Date AwardedAmo unt

AwardedGrant Type*

CREDIT UNION GRANT INFORMATION (1)

Grantor

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Credit Union Name : Charter Number :

Grant Information - Please provide information on any grants you have received since the last time you reported.

Date AwardedAmo unt

AwardedGrant Type*

CREDIT UNION GRANT INFORMATION (2)

Grantor

65299KEYPOINT

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Credit Union Name : Charter Number :

Sal. First Name MI Last Name

CONTACTS

Job Title(s)

Board Member

Mr.

Mr.

Ms.

Mr.

Lerner

Vice ChairpersonTom

Board Member

Ms.

ChairpersonMr.

Mr.

Board Member

KEYPOINT

Bunninder

Mr.

Adam

Baljinder

John

Greg

Robert

Suzanne

Gary

T. Bradford

Karen

Keith

Canfield

Eby

Board Member

Supervisory Committee Chairperson

Supervisory Committee Member

Stattenfield

Manager or CEO

Rakow

Parsons

Board Secretary, Board Treasurer

Mrs.

Board Member

Sandhu

Supervisory Committee Member

Mr.

Dinesh

Mr.

Vetrano

Garcia

Bettadapur

Falak

(1)

Corkins

Board Member

Mary

Mr.

65299

Ms.

SITES (1)

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Credit Union Name : Charter Number :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

SITES

Physical Address Mailing Address

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the

contents on this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

(408) 731-4100

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pmSaturday 9 am - 3 pm

California

110 Blue Ravine Rd

Sacramento

FolsomMon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 5 pm

Cupertino

Santa Clara

95051

Mon - Fri 9 am - 5 pm

95014-3034

Yes

Ste 152

Dublin

10495 S De Anza Blvd

United States

Sacramento

Santa Clara

Alameda

Santa Clara

Cupertino Branch

Folsom Branch

No

Ste C

United States

United States

5300

(916) 351-1250

Santa Clara

95630-4712

94568

95014-3034

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pm

Saturday 9 am - 3 pm

(1)

Folsom

95051

Alameda

California

2805 Bowers Ave

United States

United States

(408) 731-4100

Ste C

Ste 152

California

95630-4712

No

KEYPOINT

California

No

California

California

Santa Clara

California

7901 Amador Valley Blvd

110 Blue Ravine Rd

United States

Bowers

Dublin

Corporate Office

Branch Office

Branch Office

United States

7700

United States

2805 Bowers Ave

7901 Amador Valley Blvd

10495 S De Anza Blvd

Santa Clara

Dublin

1250

Branch Office

California94568

65299

(408) 731-4100

Cupertino

SITES (2)

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Credit Union Name : Charter Number :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

SITES

Physical Address Mailing Address

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the

contents on this webpage should be addressed to the appropriate credit union, if any, before contacting NCUA.

(408) 731-4100

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pmSaturday 9 am - 3 pm

California

2805 BOWERS AVE

Santa Clara

Santa ClaraMon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 5 pm

Milpitas

Goleta

93117-5902

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pm

Saturday 9 am - 3 pm

95035

No

San Jose

573 E CALAVERAS BLVD

United States

Santa Clara

Santa Clara

Santa Clara

Santa Barbara

Milpitas Town Center Branch

Bowers Branch

No

United States

United States

7500

(408) 731-4200

Goleta

95051

0239

95131

95035

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pm

Saturday 9 am - 3 pm

(2)

Santa Clara

93117-5902

Santa Clara

California

7062 Market Place Dr

United States

United States

(408) 731-4100

California

95051

No

KEYPOINT

California

No

California

California

Santa Barbara

California

1055 E Brokaw Rd

2805 BOWERS AVE

United States

Goleta branch

Brokow Commons Branch

Branch Office

Branch Office

Branch Office

United States

1420

United States

7062 Market Place Dr

1055 E Brokaw Rd

573 E CALAVERAS BLVD

Santa Clara

San Jose

4200

Branch Office

California95131

65299

(805) 968-0239

Milpitas

SITES (3)

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Credit Union Name : Charter Number :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :Country : Country :

Site Name : Line 1 : Line 1 :

Site Type :

Operational Status : Main Office : Line 2 : Line 2 :

Phone Number : Ext. :

Hours of Operation : City : City :

County : County :

State : Zip : State : Zip :

Country : Country :

SITES

Physical Address Mailing Address

The information on this page is provided by credit unions in accordance with the Federal Credit Union Act, the National Credit Union Administration regulations, or other law. Questions about the accuracy of the

contents on this webpage should be addressed to the appropriate credit union if any before contacting NCUA

California

Sunnyvale

Santa Clara

95054

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pm

Saturday 9 am - 3 pm

94087-1936

No

132 E El Camino Real

Santa Clara

Santa Clara

Sunnyvale Branch

United States

United States

Santa Clara

7001

94087-1936

Mon, Tues, & Thurs 9 am - 5 pmWed 10 am -5 pmFri 9 am - 6 pm

Saturday 9 am - 3 pm

(3)

95054

3980 RIVERMARK PLZ

United States

(408) 731-4100

California

KEYPOINT

No

California

Santa Clara

California

Rivermark Branch

Branch Office

Branch Office

United States

6380

3980 RIVERMARK PLZ

132 E El Camino Real

Santa Clara

65299

(408) 731-4100

Sunnyvale