Health Savings Accounts
Acct Code |
Description |
Tip for pulling data stored in CU*BASE |
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. |
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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.