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NCUA is conducting a comprehensive review of Call Report and Profile data content. This includes account codes, data fields, forms, and instructions. This effort 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 or email questions and suggestions to Business Innovation staff at bimail@ncua.gov.
2018 Request for Information
Federal Register Notice (opens new window)
Proposed 5300 Call Report Form (opens new window)
Proposed 5300 Call Report Instructions (opens new window)
Proposed 4501A Profile Form (opens new window)
Proposed 4501A Profile Instructions (opens new window)
Catalog of Account Code Changes (opens new window)
Project Phases
The NCUA recently released a summary of the January 2018 Federal Register Notice (See 83 FR 4518 (opens new window)) comments. (See External Stakeholder Feedback June 2018 below.) The NCUA is in the process of making warranted revisions to the forms and will release the completed forms for public comment under the Paperwork Reduction Act process before deciding on the final forms and instructions.
2016 CRM Stakeholder Engagement
On June 7, 2016, NCUA issued a Request for Information seeking public input on the data NCUA collects as part of its off-site supervision of credit unions. See 81 FR 36600 (June 7, 2016) (opens new window). The FR notice comment period ended on 8/15/2016. However if stakeholders have additional suggestions, they can email CallReportMod@ncua.gov.
More information about this effort is available through these links:
Summaries of Stakeholder Feedback
- External Stakeholder Feedback June 2018 (opens new window)
- External Stakeholder Summary (opens new window)
- Internal Stakeholder Summary (opens new window)
- Stakeholder Outreach Summary (opens new window)
Call Report Resources:
FFIEC Call Report Information (opens new window)
Credit Union Call Report Micro Data Reference descriptions (opens new window)