Call Report Revisions & Update
The agencies are proposing several changes to the 2016 Call Report and are also considering a less burdensome version of the Call Report for institutions that meet certain criteria.




March 2016 Revisions Covered

  • Elimination of certain items on Other than temporary impairment, certain restructured loans, certain assets covered by loss sharing agreements
  • Increasing reporting thresholds from $25,000 to $100,000 on RI-E, RC-D, RC-F, RC-G, and RC-Q
  • Instruction updates on home equity lines and gains/losses on equities with no readily determinable fair value
  • Increasing deposit size threshold used to report certain deposit information from $100,000 to $250,000 in RC-E, RI, and RC-K

Clarifications on certain line items on the new RCR schedule under Basel III requirements, including review of 2016 required lines on the Capital Conservation Buffer.


Experienced Call Report preparers, reviewers and auditors.


Ann Leavelle Thomas has over 30 years of experience in bank accounting and control. As Thomas Consulting, she performs regulatory compliance audits and training, internal control audits, and prepares and reviews Call Reports. Ms. Thomas has taught numerous call report seminars for state banking associations. Her experience in working with a broad range of independent banks is of unique value in understanding Call Report questions and in communicating with bankers in their own language.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


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