Assign Loan Classification Code for TDR Loan

These steps explain how to assign loan classification codes for Troubled Debt Restructured (TDR) loans to assist in the completion of the 5300 Call Report.

  • Before assigning a loan classification code, create a memo type of TD using the XX Collection Card Tracker type.

  • After assigning a loan classification code, update the member's Audit Tracker. Choose memo type TD and explain the circumstances surrounding the troubled-debt restructuring. Include the date on which the loan was assigned the classification.

  1. Launch Tool #900 Update Loan Classification Code on Acct.

  2. Enter the member's account base and loan suffix in the Account base fields at the top of the Update Member Classification Code pop-up.

  3. Click the forward arrow.

    • A New code field will then appear.

  4. In the New Code field, enter the appropriate classification code.

  5. Click the forward arrow.

Learn More

Learn more about updating loan classification codes.

Learn more about CU*BASE collections tools.