Understanding Community Financial Institution in Banks & Banking

Definition & Meaning

A community financial institution is a type of bank or financial organization that primarily serves local communities. According to federal law, it is defined as a member institution whose deposits are insured under the Federal Deposit Insurance Act and that has less than one billion dollars in average total assets over the three years preceding a specific transaction date. This definition emphasizes the institution's role in supporting local economies and providing accessible financial services to residents.

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Real-world examples

Here are a couple of examples of abatement:

For instance, a local bank that offers personal loans and savings accounts to residents while maintaining less than one billion dollars in assets qualifies as a community financial institution. Another example could be a credit union that serves a specific neighborhood and provides financial education programs to its members (hypothetical example).

State-by-state differences

State Notes
California Community financial institutions may have additional state regulations regarding consumer protection.
Texas Local credit unions often have unique membership requirements based on community ties.
New York State-chartered banks may have different asset limits and requirements compared to federal definitions.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Differences
Credit Union A member-owned financial cooperative that provides credit at low interest rates. Credit unions are member-focused, while community financial institutions can include banks.
Commercial Bank A financial institution that offers services to the general public and businesses. Commercial banks typically have higher asset limits and broader services than community financial institutions.

What to do if this term applies to you

If you are considering using a community financial institution, research local options to find one that meets your needs. You can explore US Legal Forms for templates related to banking services, loans, and other financial agreements. If your situation is complex, consulting a legal professional may be beneficial.

Quick facts

  • Average asset limit: Less than one billion dollars.
  • Deposit insurance: Must be insured under the Federal Deposit Insurance Act.
  • Focus: Primarily serves local communities and residents.

Key takeaways

Frequently asked questions

It is a bank or financial organization that serves local communities and meets specific federal criteria.