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Credit Union Online

Overview of Credit Union Online


Credit Union Online is a web-based program used by credit unions and state supervisory agencies to capture and display credit union information.  It is comprised of two parts:  the Credit Union Profile and the Online 5300 Call Report.  This online system replaced the software-based 5300 data collection program as of September 1, 2009.

Credit Union Profile

The Credit Union Profile is a collection of information NCUA maintains about credit unions that is only occasionally amended.  It includes all information that was originally collected on the Report of Officials as well as some information collected on the 5300 Call Report that infrequently changes such as Disaster Recovery Information, Emergency Contact Information, and Information Systems and Technology.  With every cycle of the 5300 Call Report, credit unions must review and certify their credit union profile.

The profile uses the NCUA Profile Form 4501A.

Online 5300 Call Report

The Online 5300 Call Report system is used to collect the quarterly financial information of credit unions. It includes online instructions as well as prior call reports that credit unions will have the ability to correct if need be.  Edits are received in real-time during the completion of the Call Report.  Credit unions will also be able to start a Call Report, save their information and return later to complete it.  However, the Call Report cannot be submitted until all errors are corrected.   

Filing

Credit unions who have access to the Internet and are able to use the online system will be categorized as "Online Filing" credit unions.  Online Filing credit unions will enter, update, and submit their profile and 5300 Call Report information in the online system.

Credit unions who are unable to use the system will be categorized as "Manual Filing" credit unions and will complete the paper forms and return them to their regulator for input in the online system.

 

 

Additional Information can be found by reviewing the instructions for the 5300 Call Report, Profile Form, and Online System Instructions.

 

 

 

Additional assistance may be obtained by contacting:

OCIO Technical Support

1-800-827-3255

csdesk@ncua.gov

 

​Schema and Account Descriptions

(for Credit Union Software Vendors)

Credit Union Online provides the ability to import Call Report data from external sources. Data that is allowed to be imported must be in XML format and adhere to the XML schema published by NCUA each cycle. Any attempt to import data that cannot be validated by the published schema will be rejected. Credit Unions and their vendors who wish to import Call Report data should download the appropriate schema from the list below and construct their XML document accordingly. NCUA also recommends downloading the Account Descriptions spreadsheet which further describes the accounts being collected for the Call Report.

 

​ ​December 2011 ​September 2011

​Account Descriptions

 Select ​Select

​Sample XML Files

 ​Select ​Select

​Schema for Federal Credit Unions (FCUs)

 ​Select N/A

​Schema for Federally Insured State Credit Unions (FISCUs)

 ​Select ​N/A

​Schema for Non Federally Insured Credit
Unions (NFICUs)

 ​Select ​N/A

 

 

Call Report Import File Test

Use the link below to determine if an external import file conforms to the published 5300 schema. This page enables credit unions and their vendors to submit an import file through the schema validation. Any problems found will be returned in detailed messages, to help speed up the process of building an import file that will be accepted. Please note that this tool will not perform any actual importing of call report data. It is only provided as an aid to credit unions who wish to use the import feature.  http://cuonline.ncua.gov/CreditUnionOnline/CU/ImportTest.aspx