Financial Report Analysts Forms for Dallas

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FAQ

A call report is a quarterly report known as the Consolidated Report of Condition and Income that all commercial banks. and similar financial institutions in the United States are required to file at the end of each calendar quarter.

How to Write a Call ReportNote Who You Were Speaking To. Start by documenting who you were speaking with.Record the Presence of Others. Include in the report whether you spoke with anyone else during the call or visit.Write the Purpose of the Call.List the Outcome.Include Other Relevant Information.

The Dallas Fed serves the 11th Federal Reserve District, which consists of Texas, northern Louisiana, and southern New Mexico. Headquartered in Dallas, Texas, branch offices are located in El Paso, Houston, and San Antonio.

Every national bank, state member bank, insured state nonmember bank, and savings association ("institution") is required to file Consolidated Reports of Condition and Income (a "Call Report") as of the close of business on the last day of each calendar quarter, i.e., the report date.