Overview
CUOnline (Opens new window) is a web-based program used by credit unions and state supervisory agencies to submit and certify operational and quarterly financial information to the NCUA. CUOnline contains two sections: the Profile and Call Report.
Authorized users can access CUOnline through Chrome, Edge, Firefox, and Safari web browsers. Internet Explorer is not supported.
CUOnline uses NCUA Connect for multifactor authentication. To learn more, please visit the NCUA Connect webpage.
Profile
Users submit specific operational information; such as branch locations, contact information, and member services, on the Profile.
Call Report
Users submit current quarterly financial information and corrections to previously reported quarters on the Call Report.
The NCUA published a This is an external link to a website belonging to another federal agency, private organization, or commercial entity. Federal Register Notice (Opens new window) requesting comments on proposed Call Report changes for the March 2025 cycle. Following the "Regulatory Freeze Pending Review" Presidential Memorandum issued on January 20, 2025, the NCUA will not proceed with the proposed March 2025 Call Report Form and Instruction changes.
Cycle Due Dates
Your Call Report is due no later than 11:59:59 P.M. Eastern as shown below:
Cycle Date | Due Date |
---|---|
Cycle Date March 31st |
Due Date April 30th |
Cycle Date June 30th |
Due Date July 30th |
Cycle Date September 30th |
Due Date October 30th |
Cycle Date December 31st |
Due Date January 30th |
CUOnline Help
Call Report and Profile Information
Call Report Reporting Forms and Documents
Document | March 2025 | December 2024 |
---|---|---|
Document 5300 Call Report – Instructions |
March 2025 Select (Opens new window) |
December 2024 No changes |
Document 5300 Call Report – Form |
March 2025 Select (Opens new window) |
December 2024 No changes since March 2024 |
Document 5300 Call Report – Form Changes |
March 2025 Select (Opens new window) |
December 2024 No changes since March 2024 |
Document 5300 Call Report – Account Descriptions |
March 2025 Select (Opens new window) |
December 2024 Select (Opens new window) |
If you need to revise previously filed call reports and want to view the forms and/or corresponding instructions, please, go to: Call Report Forms and Instructions Archive.
Profile Reporting Forms and Documents
4501A Profile – Instructions (Opens new window)
4501A Profile – Form (Opens new window)
4501A Profile – Changes (Opens new window)
Schema and Account Descriptions for Credit Union Software Vendors
CUOnline provides the ability to import Call Report data from external sources. Data that is allowed to be imported must be in XML format and adhere to the XML schema published by the NCUA each cycle. Any attempt to import data that cannot be validated by the published schema will be rejected. Credit Unions and their vendors that wish to import Call Report data should download the appropriate schema from the list below and construct their XML document accordingly. The NCUA also recommends downloading the Account Descriptions spreadsheet that further describes the accounts being collected for the Call Report.
Files | March 2025 | December 2024 |
---|---|---|
Files Account Descriptions |
March 2025 Select (Opens new window) |
December 2024 Select (Opens new window) |
Files Sample XML Files |
March 2025 Select (Opens new window) |
December 2024 Select (Opens new window) |
Files Schema for Federal Credit Unions |
March 2025 Select |
December 2024 Select |
Files Schema for Federally Insured State-chartered Credit Unions |
March 2025 Select |
December 2024 Select |
Files Schema for Non-federally Insured Credit Unions |
March 2025 Select |
December 2024 Select |
Files Call Report Edits: Errors and Warnings |
March 2025 Select (Opens new window) |
December 2024 Select (Opens new window) |
Call Report Import File Test Utility
This is used to determine if an external import file conforms to the published Call Report schema. This will enable credit unions and their vendors to submit an import file through the schema validation. Any problems found will be returned in detailed messages, to help speed up the process of building an import file that will be accepted. Please note this tool will not perform any actual importing of Call Report data. It is only provided as an aid to credit unions who wish to use the import feature. Access Call Report Import File Test Utility (Opens new window) .