Data Dictionary

Item Number B959
TOTAL FIDUCIARY SETTLEMENTS, SURCHARGES, AND OTHER LOSSES - GROSS LOSSES MANAGED ACCOUNTS

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
RIADB959 2001-12-31 2008-12-31 Yes Multiple Forms
RIADB959 2009-03-31 9999-12-31 No Multiple Forms
SVGLB959 2002-03-31 2008-12-31 Yes OTS 1313
SVGLB959 2009-03-31 2011-12-31 No OTS 1313
UBPRB959 2001-03-31 2008-12-31 Yes
UBPRB959 2009-03-31 9999-12-31 No

Data Description:

Inclues the sum of Memorandum items B947, B950, B953, and B956. The sum of columns A and B minus column C must equal Schedule RC-T, item 21.

COMPARABILITY:

Beginning 3/31/02, reported on Schedule FS for the SVGL report. Reported as confidential.

NOTE:

Reported on Schedule RC-T Fiduciary and Related Services for the FFIEC 031 and 041 reports. Reported as confidential.   

UBPR DERIVATION -- IF UBPR9999 > '2001-10-01' AND UBPRB867 = 1 THEN RIADB959

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Last update: May 10, 2024