Call Report Ncua

What is call report ncua?

A call report, also known as the NCUA Call Report, is a quarterly report that credit unions in the United States are required to submit to the National Credit Union Administration (NCUA). This report provides vital financial and operational information about a credit union, including its assets, liabilities, income, and expenses. The NCUA uses this information to assess a credit union's overall financial health and compliance with regulatory requirements.

What are the types of call report ncua?

The NCUA Call Report consists of two main types: 1. 5300 Call Report: This is the primary financial report which credit unions must complete quarterly. It includes detailed financial information regarding assets, liabilities, income, and expenses. 2. 5300CU Call Report: This supplemental report is only required for credit unions with complex or unique characteristics. It provides additional information related to the credit union's specialized activities, such as servicing mortgages or participating in derivatives.

5300 Call Report
5300CU Call Report

How to complete call report ncua

Completing the NCUA Call Report can be a complex task, but with the right tools and guidance, it can be simplified. Here is a step-by-step guide to help you complete the call report:

01
Gather all the necessary financial and operational information about your credit union.
02
Review the instructions provided by the NCUA and familiarize yourself with the reporting requirements.
03
Use a reliable PDF editor like pdfFiller to create and edit your call report online.
04
Fill in all the relevant sections of the call report accurately, ensuring you provide the requested financial data.
05
Double-check all the information entered to avoid any errors or discrepancies.
06
Save the completed call report as a PDF and submit it electronically to the NCUA within the specified deadline.

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