Dollar Amount of IRA/Keogh Accounts equal to or greater than $100,000
|
Acct Code |
Description |
Tip for pulling data stored in CU*BASE |
|
639 |
The total dollar amount of IRA/Keogh Accounts with a balance greater than or equal to $100,000. |
Access the CU*SPY daily Regulation D Statistics Report* (PREGD in Member Services) as of quarter end. Use the total from row ‘SUB-TOTAL IRA CERTIFICATES’, column ‘BAL >= $100,000’. If your credit union offers IRA share accounts, add in the row ‘SUB-TOTAL IRA SHARES’, column ‘BAL>= $100,000’. |
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.