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Call Report Forms and Instructions Archive

The 5300 Call Report forms, instructions and account codes are in Portable Document Format (PDF). For quarters ending December 1999 – March 2015, the call report documents are consolidated into a booklet and posted in the table below. 

Beginning June 2015, NCUA modified the form posting processes. NCUA will post new cycle documents only when changes occur. Also, the 5300 booklet is now divided into four documents, i.e., 5300 Form, 5300 Instructions, 5300 Account Codes, and 5300 Changes. Select a link from the matrix below to view 5300 documents.

​March ​June ​Sept. ​Dec.
​2016 No changes - Use June 30, 2015 documents​ No changes - Use June 30, 2015 documents​ ​N/A
​2015​Select No changes - Use June 30, 2015 documents​ No changes - Use June 30, 2015 documents​
2014 ​SelectSelect SelectSelect
2013 Select Select SelectSelect
2012SelectSelectSelectSelect
2011 Select​ SelectSelectSelect
2010 Select Select Select Select
2009 Select Select Select Select
2008Select Select Select
​2007 Select Select Select Select
2006 Select Select Select Select
​2005 Select Select Select Select
​2004 Select ​​Select ​​Select Select
2003 ​​Select ​​Select ​​Select Select
2002​ ​​Select ​​Select ​​Select Select
2001 ​​Select ​​Select ​​Select Select
​2000 ​​Select ​​Select ​​Select ​​Select
1999 ​N/A ​N/A ​N/A Select
​1984-1999 N/A N/A N/A Select
8/10/2016 11:28 AM