September 2017 Call Report Changes
The National Credit Union Administration (NCUA) made several modifications to the 5300 Call Report that take effect with the September 2017 reporting date. The most significant changes include:
- Loan information contained within the Statement of Financial Condition is now on a new page
- Different classifications for Residential Real Estate on the Loan Information Page
- Substantial modifications to Appendix A that incorporate changes to NCUA Rules and Regulations Part 723, Member Business Loans; Commercial Lending.
The Division encourages all credit unions to review the the Call Report Instructions and Form before the October 29 deadline to become familiar with the changes. If your credit unions uses an automated process to complete some or all of your call report, please refer to the Affected Account Code Mappings document for a listing of account code changes.
If you have additional questions or need further clarification of any instructions, contact your Examiner-in-Charge.