Call Report Modernization

Workgroups, Project Planning, Collaboration, Call Report, Account Codes, Forms, Instructions, FPR, Risk Reports, PRA. Change / Analysis / Data Collection

​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

2018 Request for Information

Federal Register Notice

Proposed 5300 Call Report Form

Proposed 5300 Call Report Instructions

Proposed 4501A Profile Form

Proposed 4501A Profile Instructions

Catalog of Account Code Changes

Project Phases

Project Phases: Outreach, Analyze, Design, Outreach, Decide (currently active), Implement

The NCUA recently released a summary of the January 2018 Federal Register Notice (See 83 FR 4518) 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 inpu​t on the data NCUA collects as part of its off-site supervision of credit unions. See 81 FR 36600 (June 7, 2016). The FR notice comment period ended on 8/15/2016. However if stakeholders have additional suggestions, they can email

More information about this effort is available through these links:

Summaries of Stakeholder Feedback

Call Report Resources:

FFIEC Call Report Information

Credit Union Call Report Micro Data Reference descriptions

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