Data Dictionary

Item Number J260
FIDUCIARY AND RELATED ASSETS:INDIVIDUAL RETIREMENT ACCOUNTS, HEALTH SAVINGS ACCOUNTS, AND OTHER SIMILAR ACCOUNTS - NON-MANAGED ASSET

Call confidentiality applies to FFIEC 031/041.

Series Start Date End Date Confidential? Reporting Forms
RCFDJ260 2009-12-31 9999-12-31 No FFIEC 031
RCONJ260 2009-12-31 9999-12-31 No FFIEC 041
RCONJ260 2009-12-31 9999-12-31 No FFIEC 051
SVGLJ260 2009-12-31 2011-12-31 No OTS 1313
UBPRJ260 2009-12-31 9999-12-31 No

Data Description:

FFIEC031 RC-T 13 col B - Report the market value and number of Individual Retirement Accounts, Health Savings Accounts, and other similar accounts included in Schedule RC-T, items 5.c and 11. Other similar accounts include Roth IRAs, Coverdell Education Savings Accounts, and Archer Medical Savings Accounts. Exclude Keogh Plan accounts.

SVGL - Report the market value and number of Individual Retirement Accounts, Health Savings Accounts, and other similar accounts, included in FS240 through FS243 or FS280 and FS281. Other similar accounts include Roth IRAs, Coverdell Education Savings Accounts, and Archer Medical Savings Accounts. Exclude accounts not offered through your trust department or fiduciary business unit.

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Last update: May 10, 2024