Call Report Forms and Instructions Archive

The 5300 Call Report forms, instructions and account codes are in Portable Document Format (PDF). For quarters ending December 1999 – March 2015, the call report documents are consolidated into a booklet and posted in the table below. 

Beginning June 2015, NCUA modified the form posting processes. NCUA will post new cycle documents only when changes occur. Also, the 5300 booklet is now divided into four documents, i.e., 5300 Form, 5300 Instructions, 5300 Account Codes, and 5300 Changes. Select a link from the matrix below to view 5300 documents.

• 2024
  • September
    • 5300 Call Report Instructions
    • 5300 Call Report Account Descriptions
  • June
    • 5300 Call Report Instructions
    • 5300 Call Report Account Descriptions
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2023
  • December
    • 5300 Call Report Instructions
    • 5300 Call Report Account Descriptions
  • September
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • June
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2022
  • December
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • September
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • June
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2021
  • December
    • 5300 Call Report Account Descriptions
  • September
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • June
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2020
  • December
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
  • September
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • June
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2019
  • December
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
  • September
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
  • June
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2018
  • December
    • 5300 Call Report Instructions
    • 5300 Call Report Account Descriptions
  • September
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • June
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
• 2017
  • December
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • September
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
    • Affected Accounts Mapping
  • June
    • No changes - Use March 31, 2017 documents
  • March
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
• 2016
  • December
    • No changes - Use September 30, 2016 documents
  • September
    • 5300 Call Report Form
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • June
    • No changes - Use June 30, 2015 documents
  • March
    • No changes - Use June 30, 2015 documents
• 2015
  • December
    • No changes - Use June 30, 2015 documents
  • September
    • No changes - Use June 30, 2015 documents
  • June
    • 5300 Call Report Forms
    • 5300 Call Report Instructions
    • 5300 Call Report Changes
    • 5300 Call Report Account Descriptions
  • March
• 2014
  • December
  • September
  • June
  • March
• 2013
  • December
  • September
  • June
  • March
• 2012
  • December
  • September
  • June
  • March
• 2011
  • December
  • September
  • June
  • March
• 2010
  • December
  • September
  • June
  • March
• 2009
  • December
  • September
  • June
  • March
• 2008
  • December
  • September
  • June
  • March
• 2007
  • December
  • September
  • June
  • March
• 2006
  • December
  • September
  • June
  • March
• 2005
  • December
  • September
  • June
  • March
• 2004
  • December
  • September
  • June
  • March
• 2003
  • December
  • September
  • June
  • March
• 2002
  • December
  • September
  • June
  • March
• 2001
  • December
  • September
  • June
  • March
• 2000
  • December
  • September
  • June
  • March
• 1999
  • December
• 1984 – 1999
  • December