GAP program evaluation checklist
Review structure, parties, eligibility, benefit calculation, member communication, servicing, cancellations, refunds, monitoring, and approval evidence.
Printable credit union toolkit
Turn member-first principles into operating questions.
Use four practical worksheets to prepare stakeholders, compare providers, strengthen employee education, and define the service controls members should experience after closing.
Download the free PDF toolkit ↓What it is
A working document for cross-functional review.
This toolkit is designed for lending, operations, training, technology, risk, compliance, and executive stakeholders. It does not select a product or provider for you. It helps the team identify evidence, ownership, open questions, and next actions.
Vehicle service contract provider checklist
Compare coverage, exclusions, claims administration, member support, cancellations, provider capacity, controls, reporting, and continuity.
Member-education conversation guide
Prepare teams to ask, listen, explain, check understanding, respect voluntary choice, document accurately, and support members after closing.
Cancellation and refund workflow checklist
Map intake, validation, calculation, authorization, payment or loan application, reconciliation, communication, exceptions, and management review.
Suggested use
Work through it before a product or provider decision.
- Assign an owner.Name the person responsible for gathering evidence and resolving each open question.
- Bring the contract.Review the actual program documents, not only a sales presentation or sample summary.
- Include servicing.Map claims, cancellations, refunds, complaints, reconciliations, and escalations alongside origination.
- Document the decision.Keep evidence, exceptions, approvals, owners, deadlines, and monitoring expectations together.
Ready to begin?
Download the PDF ↓Download, print, and use the worksheets with your team.
The PDF includes fillable working space and a concise list of official reference sources.
Educational notice: The toolkit provides general educational prompts and is not legal, compliance, tax, accounting, or insurance advice. Credit unions should review program documents with their own advisors.
A member-first next step
Request a CU Program Review →Turn the completed worksheets into a focused program review.
Bring your priorities, open questions, current program documents, and workflow constraints to a credit-union-specific conversation.