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Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Preserve the Credit Now more than ever, it is critical for the Included in letter to Dan Mica, CUNA The MCUL will work with

Union Federal Tax corporate credit union tax exemption to remain President, on January 8, 2009. CUNA to oppose all attempts

Exemption in place. It provides pricing advantages that to subject credit unions to

translate into a lower cost of financing for taxation, as well as efforts to

consumers and small businesses. It also keeps use the tax debate to prevent

credit unions focused on value and service credit unions from gaining

versus profit. much needed changes to the

Federal Credit Union Act

(FCUA)

Establish Home The savings rate among Americans is critically Included in letter to Dan Mica, CUNA Provide for a federal income

Savings Account low or non-existent. Offering incentives to save President, on January 8, 2009. tax benefit for creating and

with Tax Deductible could reverse this dangerous trend, and in the contributing to a Home

Contributions for process help to build wealth for life’s largest Savings Account.

Homeowners investment and also provide financial

depositories with an additional stable source of

funds.



Federal Tax Our domestic automakers have for decades Included in letter to Dan Mica, CUNA Amend the Internal Revenue

Incentives for the been the engine of growth for our nation’s President, on January 8, 2009. The federal Code to provide tax

Purchase of New economy. As the effects of the subprime stimulus bill provided a deduction to all incentives for the purchase of

Automobiles mortgage crisis have spread to the broader taxpayers for any sales and excise taxes on the new automobiles. This could

financial system, there has been a significant purchase of new cars bought in 2009. This come in the form of a tax

decrease in lending activity for the purchase of deduction phases out for taxpayers incomes deduction for interest paid

new automobiles. Incenting consumers with a over $125,000 ($250,000 for couples). In similar to the mortgage

tax credit for purchasing a new automobile will addition, US Rep. Miller (R-Harrison) interest deduction, or in the

not only help consumers, but also the auto introduced a bill that would give car buyers form of an income tax credit

companies, lenders, and the economy generally. thousands of dollars in vouchers for replacing for a percentage of the

vehicles at least eight years old with fuel purchase price.

efficient vehicles.









Last Updated: 12/19/2011 1

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Allow Consumers Due to the economic crisis, many consumers Included in letter to Dan Mica, CUNA Amend the Internal Revenue

Greater Flexibility are in need of emergency access to cash. IRA President, on January 8, 2009. Code to permit consumers to

in Accessing Funds and 401k accounts represent a possible temporarily (up to 3 years)

in IRAs and 401K temporary solution. tap into their IRAs and 401ks

Accounts and deferred contribution

retirement accounts without

penalties for certain

functions.



Student Lending Student loan programs have become the Included in letter to Dan Mica, CUNA Change federal law to allow

and Loan exclusive province of large commercial banks. President, on January 8, 2009. third party marketers like

Guarantee Credit union involvement has diminished due to American Education

Programs lesser negotiating power with universities and a Services (AES) to re-enter

recent change in federal law prohibiting the student loan market as

payment of fees that had helped all lending affiliate marketing agents.

institutions market their products through third

parties. These factors have proportionately had Continue to support the

a higher impact on smaller higher educational funding of federal student

institutions as well as many credit unions. loan guarantee programs









Last Updated: 12/19/2011 2

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Regulatory The Treasury Blueprint for revising the Included in letter to Dan Mica, CUNA Oppose any plan that would

Restructuring regulatory structure of financial institutions puts President, on January 8, 2009. weaken or eliminate the

the federal credit union charter at risk. An federal credit union charter

independent credit union regulator can more NCUA Chair Mike Fryzel testified to the Senate and its independent

easily understand and focus on the unique, not- Banking Committee on March 19, 2009 that the regulatory structure.

for-profit role of credit unions. Both credit independence of the NCUA and NCUSIF

union regulations and deposit insurance should be preserved.

guidelines should take into account and

encourage credit unions’ investments in their CUNA believes regulatory restructuring could

members and communities. This would be become a frequent topic of discussion for both

diminished or lost under a bank focused super House and Senate committees during the work

regulatory/deposit insurance structure. periods on Capitol Hill.



U.S. Treasury Secretary Timothy Geithner has

promised to present a comprehensive blueprint

for regulatory reform; however, differences in

regulatory approach may prevent lawmakers

and other government officials from completing

any substantive regulatory reform in the near

future. President Barack Obama's

administration has not yet spelled out how it

thinks the current regulatory structure should be

reformatted, although it has been reported that

senior administration officials are considering a

single agency to regulate the banking industry.









Last Updated: 12/19/2011 3

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Community Congress enacted the Community Reinvestment U.S. Rep. Eddie Bernice Johnson, (D-Texas) The MCUL will continue to

Reinvestment Act Act (CRA) in 1977 in response to the unjustified introduced HR 1479 that would, in part, apply defend credit unions against

(CRA) “redlining” of lower income and minority Community Reinvestment Act (CRA) the banker lobby attacking

neighborhoods by banks and thrift institutions requirements on credit unions. The MCUL sent credit unions and suggesting

during the 1960s and early 1970s. The purpose letters of opposition to the bill to all 17 that CRA be applied to them.

was to ensure that for-profit financial institutions members of Michigan’s Congressional

(including both federal and state-chartered Delegation on March 16, 2009.

commercial and savings banks) were adequately

meeting the financial service needs of all parts of

the communities from which they draw deposits.

Credit unions, as not-for-profit, community based

institutions, have been exempt from CRA

requirements. On March 14, 2008, Chairman

Frank stated next year the House Financial

Services Committee would re-examine whether to

require credit unions and insurance companies to

comply with Community Reinvestment Act

requirements.









Last Updated: 12/19/2011 4

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



FCUA 1. Member Business Lending - Remove Included in letter to Dan Mica, CUNA The MCUL supports

Federal Cap. Credit unions have been making President, on January 8, 2009. Sen. Chuck meaningful FCUA

member business loans (MBL) since their Schumer (D-NY) has announced his intention modernization and regulatory

inception in the early 1900s. Throughout most of introducing legislation to eliminate the MBL relief for credit unions.

of this period there were no limits on the cap.

volume of member business loans credit unions

could originate or hold. In fact, statutory limits

on credit unions’ member business lending did

not appear until passage of the Credit Union

Membership Access Act in 1998. Now more

than ever when small businesses are struggling

to get financing due to the current credit crunch,

credit unions can provide an alternative source

of capital, which will not cost the government

or taxpayers a penny.



2. Field of Membership. FCUs operate under Included in letter to Dan Mica, CUNA

restrictive FOM laws and regulations with the President, on January 8, 2009.

constant threat of banker lawsuits. FCUs

should be able to expand into underserved

geographical areas as was permitted prior to

1998. A number of states already allow for

flexible FOM for state-chartered credit unions,

including the Michigan.









Last Updated: 12/19/2011 5

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



3. Risk-Based Capital. The Credit Union Included in letter to Dan Mica, CUNA

Membership Access Act mandated a capital and President, on January 8, 2009.

PCA system for federally insured credit unions

that has proven to be too restrictive. In an April

2005 report, the NCUA determined that the

PCA system created by the 1998 CUMAA was

too inflexible and that a more risk-based

approach would both foster healthy

capitalization levels and permit better capital

management.



4. Investments – Community based housing Included in letter to Dan Mica, CUNA

and small business loan pools. As credit President, on January 8, 2009.

unions continue to evolve and become more

integrated into their broader communities,

opportunities will arise to cooperate with other

financial institutions to pool funds that will be

loaned to local citizens in community-based

programs to assist with housing and/or small

business needs. Credit unions should be

empowered on a limited basis to participate in

these programs.



5. Investments in Corporate Bonds. Included in letter to Dan Mica, CUNA

Michigan credit unions are permitted to invest President, on January 8, 2009.

in non-speculative corporate bonds that meet

certain requirements. In addition, flexibility in

making some higher risk business loans to

include an equity interest especially for start-

ups or other appropriate situations may make

good sense.









Last Updated: 12/19/2011 6

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



6. Investment - Housing Cooperatives for Included in letter to Dan Mica, CUNA

Members. The Michigan Credit Union Act President, on January 8, 2009.

(MCUA) permits a SCU to invest in

cooperative housing and related facilities for its

members with an investment cap of no more

than 5% of the SCU’s unimpaired capital,

provided the interest in the property is disposed

of within 3 years and the purchase price does

not exceed the appraised value of the property

as determined by a competent disinterested

appraiser retained by the SCU. These

provisions allow for one or more SCUs to act in

combination.



7. Investments - Expand FCU CUSO Included in letter to Dan Mica, CUNA

Investment Authority. The MCUA permits a President, on January 8, 2009.

larger percentage of a SCU’s assets to be

invested in a CUSO (up to 6% of assets without

regulator approval, and not to exceed 12% of

the SCU assets unless approved by the state

regulator). FCUs have a lower percentage.



8. Investments - Empower FCUs to Make Included in letter to Dan Mica, CUNA

and Hold Venture Capital Investments. President, on January 8, 2009.

Equity investments by FCUs are generally

prohibited. In this troubled economic

environment, allowing for broader investment

options could help stimulate the economy by

assisting businesses looking for additional

lending sources.









Last Updated: 12/19/2011 7

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



9. Investments - Allow CUs to Create a Included in letter to Dan Mica, CUNA

Membership Share Class (Class B Shares). President, on January 8, 2009.

Currently credit unions may not share capital by

investing in another credit union. Allowing

financially strong credit unions to invest in

other CUs would provide a low-cost source of

funding. It would also allow the borrowings to

be treated as regulatory capital, thus protecting

the NCUSIF from exposure. It would also

create additional yields for the lending CU that

has excess capital. The lending credit union

would also be a potential acquisition partner in

the event of failure.



10. Investments - Empower FCUs to Invest Included in letter to Dan Mica, CUNA

in Commercial Real Estate. The FCUA President, on January 8, 2009.

currently does not provide credit unions with

the authority to invest funds in the development

of commercial or residential real estate for the

purposes of sale or lease. This new authority

could enhance the involvement of community

based credit unions located in blighted areas.

Banks currently have this power.



11. Convert Troubled Borrowers to Renter Included in letter to Dan Mica, CUNA

Status. Depending on the individual President, on January 8, 2009.

circumstance, it might be beneficial to both the

financial institution and a troubled homeowner

to permit the borrower to stay in the home by

becoming a renter or a rent-to-own option if the

lease payments can be structured to be

significantly less and thus more affordable than

when structured as a loan.





Last Updated: 12/19/2011 8

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



12. Purchase Assets and Assume Liabilities Included in letter to Dan Mica, CUNA

of a Commercial Bank or Thrift. Due to the President, on January 8, 2009.

current economic crisis, troubled banks and

their regulators will be increasingly looking for

buyout or merger partners. The MCUA permits

a domestic credit union to purchase the assets of

another domestic credit union, or with the

approval of the commissioner, assume any of

the liabilities. Why shouldn’t credit unions be

allowed to assume assets and liabilities of a

local community bank if it’s in the best interest

of both the CU members and the bank’s

depositors?



13. Trust Services. With recent Wall Street Included in letter to Dan Mica, CUNA

sandals and financial bailouts, consumers would President, on January 8, 2009.

probably like the option of receiving trust

services through their local, trustworthy

member-owned institution. While many credit

unions would not desire this power, a limited

number of larger CUs would desire this for their

members.



14. Alternative Capital. Unlike other

financial institutions, credit unions have been

able to increase their capital only by retaining a

portion of their net earnings. NASCUS firmly

believes that credit unions should have access

to alternative capital and that it can be done in a

safe and sound manner.









Last Updated: 12/19/2011 9

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Interchange Fee An interchange fee is one of the fees retailers Rep. Pete Hoekstra (R-Holland) has indicated The MCUL and CUNA will

Caps pay to credit card issuers (including credit possible support and co-sponsorship for a bill to oppose this issue as the

unions) and to the payment networks. The card limit the interchange fee. belief is that any legislation

issuers and the payment network provide the would interfere with

operational framework for credit card H.R. 2382 has been introduced to regulate essentially a market-driven

transactions. Interchange fees are payable to the interchange. The proposed legislation would process. Consumer options,

credit union (or other card issuer) and the give merchants an antitrust exemption in competition and innovation

payment network operator, with respect to each interchange negotiations. However, the would be adversely effected.

credit card sales transaction as a contractually- merchants attempt to utilize vehicle bills, such

fixed percentage of the amount of the sale, a flat as the credit card reform legislation, to address

fee, or a formula with both factors. Merchants interchange have been unsuccessful. The

contract with an acquiring bank, aggregator, or MCUL and CUNA will oppose this issue as the

independent payment processor to provide belief is that any legislation would interfere

payment processing services for card with essentially a market-driven process.

transactions and negotiate terms with the

payment networks on their behalf. Among the

costs covered by interchange fees is a credit risk

premium earned by card issuers to cover losses

resulting from card users’ failure to pay their

accounts. Several bills were introduced last

session to cap these fees.









Last Updated: 12/19/2011 10

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Credit Card Reform As credit cards are rarely collateralized, the risk The U.S. House had passed H.R. 627, the Although the MCUL and

of borrower default rises with this type of credit Credit Cardholders' Bill of Rights Act which CUNA support banning

line. This forces credit card issuing financial largely paralleled the Reg Z and Unfair and deceptive practices, there

institutions to impose relatively higher costs, Deceptive Practices Act (UDAP) rules that was a concern that legislation

fees, and repricing practices on credit cards. NCUA and the Fed adopted. The U.S. could result in unintended

Perceived abuses in the credit card industry Senate Banking Committee had reported S. consequences such as

have prompted Congress to hold hearings and 414, the Credit Card Accountability, restricting the range of

introduce legislation to curb industry practices Responsibility and Disclosure Act (CARD products and services that

viewed as deceptive or abusive. Act). However, there were concerns since credit card issuers currently

this legislation went much further than the offer, which may cut off

The Credit Cardholders' Bill of Rights Act, Reg Z and UDAP rules. The Senate credit to some and raise the

H.R. 5244, was reported out of the House amended H.R. 627 to look more like S. 414 price of credit for all.

Financial Services Committee last session to but did not consider interchange amendments

ban a number of unfair card practices. The to the bill. The bill requires card issuers to Credit unions did not support

NCUA has recently approved stricter rules to notify a cardholder at least 45 days in the consideration of

ban unfair and deceptive credit card practices, advance of increasing the APR or fees. In interchange amendments in

many which were encompassed in H.R. 5244. addition, the APR generally will not be conjunction with the credit

allowed to increase on existing balances, card reform bill.

unless covered by an exception in the bill.

The President signed H.R. 627 on May 22.









Last Updated: 12/19/2011 11

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Internet Gambling Under the 2006 Unlawful Internet Gambling Rep. Barney Frank (D-Mass.) is launching a While the MCUL and CUNA

Enforcement Act (UIGEA), financial new attempt to revise conditions imposed by a support enforcement of

institutions must establish and implement controversial 2006 law that, in part, forces reasonable laws to prohibit

policies and procedures to identify and block financial institutions to block restricted Internet unlawful Internet gambling,

certain online gambling transactions, or rely on gambling transactions. the UIGEA and the proposed

those established by the payments system. rules would inflict a set of

H.R. 2266 and 2267 would delay the unreasonable policing

On November 12, 2008, the Treasury implementation of UIGEA rules for a year requirements which will

Department and Federal Reserve issued a joint beyond their current effective date of Dec. 1, undoubtedly prove difficult

final rule that implements the UIGEA. The final 2009 and create the Internet Gambling for financial institutions to

meet.

rule requires U.S. financial firms that Regulation, Consumer Protection, and

participate in designated payment systems to Enforcement Act of 2009. This act would

establish policies and procedures that are establish a federal regulatory and enforcement

"reasonably designed" to prevent payments to framework under which Internet gambling

gambling businesses in connection with operators could obtain licenses authorizing

unlawful Internet gambling. However, CUNA them to accept bets and wagers from

continues to work with Chairman Frank and individuals in the United States.

others on the Committee to resolve this issue

legislatively.









Last Updated: 12/19/2011 12

Michigan Credit Union League

2009 Federal Legislative Issues Agenda



ISSUE BACKGROUND STATUS MCUL POSITION



Mortgage Given the high number of mortgage related The U.S. House of Representatives passed H.R. The MCUL will continue to

Bankruptcy bankruptcies, legislation is being pushed that 1106, the Helping Families Save Their Homes advocate that CUNA oppose

would allow a mortgage holder to ask a Act, with language permitting bankruptcy any legislation that

bankruptcy judge to reduce the interest rate and courts to modify the terms of loans secured by a unnecessarily burdens credit

extend the length of a mortgage if the debtor's principal residence (cramdown). unions with restrictions and

foreclosure process has been started. Primary However, over concerns regarding the changes relative to mortgage

residence mortgages are treated differently cramdown provision, the Senate introduced S. bankruptcies.

under Chapter 13 proceedings compared to 896, a new housing bill which did not include

other types of secured debts, such as vacation the controversial language. When the Senate The MCUL and CUNA did

homes and car loans. Many lenders have stated considered S. 896, an amendment allowing for support S. 896 which enacted

that changing existing mortgage terms would judicial mortgage modification was defeated but the NCUA Corporate

cause mortgage premiums to increase as much an amendment adding the NCUA Corporate Stabilization proposal and

as 2 percent because lenders would have to Stabilization Plan was adopted. The President did not include cramdown

factor these potential losses into future signed the bill on May 20. language.

mortgage loans. Lenders also argue that

secondary mortgage market investors may flee

from these investments if loan terms can be

changed at a judge’s discretion.









Last Updated: 12/19/2011 13



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