Health Savings Accounts
|
Acct Code |
Description |
Tip for pulling data stored in CBX |
|
637 |
The total amount of health savings accounts (HSA).
This account code was removed by the NCUA in March 2022. |
The preferred method is to auto populate HSA account balances based on G/L account or dividend application. If HSA accounts are stored in a separate G/L account, Tool #489 Member TB Summary by GL Account can be used. Select by quarter end date. Use the ‘Total Balance’ branch total for the HSA G/L account.
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One or more automation routines are available
for this Account Code. Click |
|
to
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.