Call Report Modernization

?NCUA conducted a comprehensive review of Call Report and Profile data content. This included account codes, data fields, forms, and instructions. This effort began in 2016 and continued through 2021 and 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.

Beginning with the March 2022 reporting cycle there will be key changes to the call report form. These changes include an improved organizational structure; improved instructions; and two new schedules (RBC and CCULR). Final March 2022 Call Report materials have been posted to the CUOnline webpage.

Source: NCUA