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Call Report Modernization

​NCUA conducted a comprehensive review of Call Report and Profile data content. This included account codes, data fields, forms, and instructions. This effort began in 2016 and continued through 2021 and is known as the Call Report Modernization (CRM) project, and is separate from, but will complement NCUA’s Enterprise Solution Modernization (ESM) Program which is modernizing NCUA’s technology solutions to create an integrated examination and data environment. You can find more information on the ESM Program webpage.

History and Milestones

March 31, 2022 Proposed 5300 Call Report Items

Final March 2022 Call Report materials have been posted to the CUOnline webpage.

Updated draft 5300 Form and materials to demonstrate the Complex Credit Union Leverage Ratio (CCULR) Final Rule

Items advertised in the Federal Register for comment under the Paperwork Reduction Act

2018 Request for Information

Project Phases

Project Phases: Outreach, Analyze, Design, Outreach, Decide, Implement (currently active)

The NCUA released a summary of the January 2018 Federal Register Notice (See 83 FR 4518 (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).) ) comments. (See External Stakeholder Feedback June 2018 below.) The NCUA made warranted revisions to the 5300 Call Report form and released the proposed March 2022 Call Report form for public comment under the Paperwork Reduction Act (PRA) process on September 26, 2021. Send PRA comments to: PRAComments@NCUA.gov. If there are technical questions or other modernization suggestions, send an email to CallReportMod@ncua.gov.

2016 CRM Stakeholder Engagement

On June 7, 2016, NCUA issued a Request for Information seeking public inpu​t on the data NCUA collects as part of its off-site supervision of credit unions. See 81 FR 36600 (June 7, 2016) (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).) . The FR notice comment period ended on 8/15/2016.

More information about this effort is available through these links:

Summaries of Stakeholder Feedback

Call Report Resources:

FFIEC Call Report Information (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).)

Credit Union Call Report Micro Data Reference descriptions (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).)

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