Resources to help you navigate the changing regulatory landscape

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DFPI Issues Slight Increase in Assessments for CUs

The California Department of Financial Protection and Innovation’s (DFPI) 2026-27 assessment rate was set at $1.04 per $1,000 of assets, an increase of $0.02 from last year’s rate of $1.02.

The DFPI will email invoices on July 10. Payments will be due in 30 days, with an additional week allowed for payments made via electronic funds transfer (EFT).

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).

Questions regarding assessment payment processing should be directed to Accounting at AccountingAR@dfpi.ca.gov.

For More Information

For more information, email Lisa Quaranta.

Access the ‘Compliance Hotline’

Your League-member benefits include the Compliance Hotline — providing exclusive access to dedicated compliance experts:

Using the above phone number and email address, you can gain access to a knowledgeable team that’s ready to address all your credit union’s compliance inquiries — promptly and efficiently. With the Compliance Hotline, you can proactively respond to impromptu questions and issues by getting clarity and insight on technical topics that normally slow you down. We want to help you unlock the full potential of your League membership by leveraging the resources and support you need to navigate the complex world of compliance effortlessly. We’re ALWAYS just a phone call or email away!

Additionally, other League-member compliance resources include:

  • ViClarity
  • CU PolicyPro
  • ComplySight
  • InfoSight
  • CU Store
  • Record Retention Guide
  • GRC Technology Solutions

For more information, email Lisa Quaranta.

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