## CUOnline

          - 5300 Call Report FAQs
          - 4501A Profile FAQs
          - What’s New?

For 5300 Call Report Help requests and information contact:5300@ncua.gov

Technical assistance may be obtained by contacting:

**CUOnline Technical Support**1.800.827.3255OneStop@ncua.gov

# CUOnline

## Overview

CUOnline is a web-based program used by credit unions and state supervisory agencies to submit and certify operational and quarterly financial information to the NCUA. CUOnline contains two sections: the Profile and Call Report.

Authorized users can access CUOnline through Chrome, Edge, Firefox, and Safari web browsers. Internet Explorer is not supported.

CUOnline uses NCUA Connect for multifactor authentication. To learn more, please visit the NCUA Connect webpage.

## Profile

Users submit specific operational information; such as branch locations, contact information, and member services, on the Profile.

The NCUA recently published a Federal Register Notice requesting comments on proposed Profile changes for the December 2024 cycle. The comment period ends on **9/24/2024**.

You may submit comments using one of the following methods:
              - **Federal Register Portal**
              - **Rulemakings and Proposals for Comments**  on NCUA’s website – Use the link to the regulations.gov webpage where you can submit a comment by selecting Comment.
              - Mail  – 1775 Duke Street, Suite 5067, Alexandria, VA 22314
              - Fax  – 703.519.8579
              - Email  –  PRAComments@NCUA.gov

Copies of the submission may be obtained by contacting Dacia Rogers at 703.718.1155.

December 2024 proposed Profile:
              - 4501A Profile Form – 2024-Q4
              - 4501A Profile Instructions – 2024-Q4
              - 4501A Profile Changes – 2024-Q4

## Call Report

Users submit current quarterly financial information and corrections to previously reported quarters on the Call Report.

The NCUA recently published a Federal Register Notice requesting comments on proposed Call Report changes for the March 2025 cycle. The comment period ends on **11/15/2024**.

You may submit comments using one of the following methods:
              - **Federal Register Portal**
              - Rulemakings and Proposals for Comments  on NCUA’s website – Use the link to the regulations.gov webpage where you can submit a comment by selecting Comment.
              - Mail  – 1775 Duke Street, Suite 5067, Alexandria, VA 22314
              - Fax  – 703.519.8579
              - Email  –  PRAComments@NCUA.gov

Copies of the submission may be obtained by contacting Dacia Rogers at 703.718.1155.

March 2025 proposed Call Report:
              - 5300 Call Report Form – 2025-Q1
              - 5300 Call Report Instructions – 2025-Q1
              - 5300 Call Report Changes – 2025-Q1

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## Cycle Due Dates

Your Call Report is due no later than 11:59:59 P.M. Eastern as shown below:

## CUOnline Help

User Guide

## Call Report and Profile Information

4501A Profile FAQs

5300 Call Report FAQs

## Call Report Reporting Forms and Documents

***If you need to revise previously filed call reports and want to view the forms and/or corresponding instructions, please, go to**: Call Report Forms and Instructions Archive*.

## Profile Reporting Forms and Documents

4501A Profile – Instructions

4501A Profile – Form

## Schema and Account Descriptions for Credit Union Software Vendors

CUOnline 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 the NCUA each cycle. Any attempt to import data that cannot be validated by the published schema will be rejected. Credit Unions and their vendors that wish to import Call Report data should download the appropriate schema from the list below and construct their XML document accordingly. The NCUA also recommends downloading the Account Descriptions spreadsheet that further describes the accounts being collected for the Call Report.

## Call Report Import File Test Utility

This is used to determine if an external import file conforms to the published Call Report schema. This will enable 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 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. Access Call Report Import File Test Utility.

The NCUA is committed to providing an excellent user experience to all individuals, including persons with disabilities. If you require an accommodation to access information on or to use this website, contact us to request one. Please visit the NCUA's Accessibility Statement for additional information.

Last modified on
09/18/24