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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.
June 2009 Call Report Form
& Instructions
June 2009 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 June 2009 Call Report -
PDF or
MS Word Version
Read
June 2009 Call Report Letter to Federal Credit Unions -
PDF
or
June 2009 Call Report Letter to State-Chartered Credit Unions -
PDF
Read
System Requirements
Read
Call Report Program Help File
Download
June 2009 Call Report Software (approximately
33.68 MB) Read note on unzipping the file. Unzip
5300 Notes.pdf
Call Report Software and Installation Instructions
1. Download the June 2009 Call Report Software file to
any folder/directory on your computer's hard drive. The Call Report Software contains the files for the June 2009
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.