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5300 Software | 5300 Replacement Packages


5300 Call Report Software

NCUA provides the 5300 Call Report software to all federally insured credit unions for use in preparing their quarterly data submissions. The import feature and XML file transfer standard provides the capability for the software to interface with other software products. These features allow vendors to develop data dump routines that compile key data from their systems in a format that will import into the call report software, eliminating the need for vendors to develop a stand-alone 5300 program.

September 2008 Call Report Form and Instructions

September 2008 5300 Changes

5300 Frequently Asked Questions (FAQ)

5300 Tip Sheet and 5300 User's Guide

5300 Call Report Process Improvements Frequently Asked Questions

5300 Schema and Account Descriptions

You will need the Adobe Acrobat reader 6.0 or higher to read the PDF files on this page. You may obtain the reader from the Adobe website


Read

Check List for September 2008 Call Report - PDF or  MS Word Version


Read

September 2008 Call Report Letter to Federal Credit Unions - PDF
or

September 2008 Call Report Letter to State-Chartered Credit Unions - PDF


Read

System Requirements

Read

Call Report Program Help File


Download

September 2008 Call Report Software (approximately 33.65 MB) Read note on unzipping the file. Unzip 5300 Notes.pdf

Call Report Software and Installation Instructions

1. Download the September 2008 Call Report Software file to any folder/directory on your computer's hard drive. The Call Report Software contains the files for the September 2008 5300 cycle PC Windows Application.

2. Unzip the Call Report Software file in the download folder/directory.

Note: Administrator rights on your computer or user rights to the folder where
the program is installed is required to install and use the Call Report software.

To install 5300 from Windows 2000, Windows Server 2003 or Windows XP:

A. From Task Bar, click on start and choose Run.
B. In the Run box, type the drive letter and folder/directory where the unzipped CU5300 files are located followed by "\Setup.exe". For example, if the Call Report Software file was unzipped in a folder named "Data" on the C: drive, you would type "C:\Data\Setup.exe" in the runbox. The Setup.exe will create a working folder/directory. Once the program is installed, you should delete the Call Report Software file and the unzipped files from the folder/directory they were downloaded into.

Review the instruction in the 5300 Call Report Check List for installation and operating information. Additional assistance may be obtained by contacting OCIO Technical Support by e-mail at csdesk@ncua.gov or by phone at 1-800-827-3255.