529 Plan Member Deposits

Acct Code

Description

Tip for pulling data stored in CU*BASE

635

The total amount of 529 Plan member deposits.

 

This account code was removed by the NCUA in March 2022.

If 529 Plan Member Deposits are stored in a separate G/L account, Tool #489 Member TB by GL Account can be used. Select by quarter end date. Use the ‘Total Balance’ branch total for the G/L account.

 

One or more automation routines are available for this Account Code. Click images\ebx_543273246.gifto select from the available routines and configure the data.

 

 

The NCUA provides detailed descriptions on the Call Report Account Codes in their comprehensive Call Report Instructions available with the current Call Report on the http://www.ncua.gov website.

For more information about the 5300 Call Report Software, open the book.