If an SSA required a copy of the financial statements be sent along with the 5300 Call Report in the past, is that still a requirement?
NCUA recommends a state-charted credit union contact their SSA regarding specific policies. At this time, the financial statements cannot be attached to the 5300 Call Report file that is submitted using eSend. However, the statements can be sent to the SSA separately through the mail, email, or fax.