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Maintenance agreements are the best way to stay on top of your forms and not worry about every little change. Simply let us know what you want done and we'll make the modifications for you.

You get all this for a low monthly fee for your entire forms library:

  • Provide reasonable changes to any forms* as needed by Credit Union. Reasonable is defined as up to 25% of the content of the form. Form change requests involving greater than 25% of the form content will require an additional negotiated fee between the Credit Union and Forms Design, Inc.

  • Unlimited support.  There is no limit to the amount of time you spend on the phone or email for support. We may request that you gather as many of your changes as possible so we can efficiently process them at one time. Our philosophy is simple: your forms will work the way you want them to - period.

  • Provide disaster recovery services of the forms file. In the event your file becomes corrupt or deleted, we will provide you with our latest version of your forms file. You may be required to upgrade the version to your newest version release.

  • Maintain your entire forms database for any upgrades, enhancements, or changes. This plan covers ALL of your forms, including Front Office AND ALPs. This includes any changes to your forms database during a conversion, if required. Please notify us of any upcoming conversions so that we may assist your information technology employees, if necessary

  •  Let you know of any changes that we hear of from your compliance council. You may want to let your forms vendor know that Forms Design, Inc. is your forms integrator so they can pass any regulatory changes on to us for file updates.


The maintenance plan is prorated for the first year from the month you sign up until December 31 then annualized on the subsequent January. Billing for the year is in January. You may cancel the plan at anytime, but no refunds will be given. Any requested changes to forms that exceed 25% of the content will require a negotiated fee between Forms Design, Inc. and the Credit Union.

Pricing is based on the number of forms in your combined libraries (both FO and ALPs). For CUs with 1 - 4 forms, the price is $30/mo. 5 - 25 forms is $83/mo, 26 - 50 forms is $125/mo, 51 - 100 forms is $167/mo, and for CUs with 101 forms on up, the price is $208/mo.

This plan covers only the forms that Forms Design, Inc. creates while under contract. You or someone else may not create forms and expect us to cover them under maintenance.

*The Credit Union is responsible to obtain written approval from the copyright holder before Forms Design can make modifications to copyrighted forms.

To get started, click here or  drop us an email to get the ball rolling. 

Forms Design, Inc.
Office: 616.866.2505
Fax: 240.206.3225
9011 Jewell Ave. NE
Rockford MI 49341