Data Dictionary
Item Number J261
FIDUCIARY AND RELATED ASSETS:INDIVIDUAL RETIREMENT ACCOUNTS, HEALTH SAVINGS ACCOUNTS, AND OTHER SIMILAR ACCOUNTS - NUMBER OF MANAGED ACCOUNTSCall confidentiality applies to FFIEC 031/041.
| Series | Start Date | End Date | Confidential? | Reporting Forms |
|---|---|---|---|---|
| RCFDJ261 | 2009-12-31 | 9999-12-31 | No | FFIEC 031 |
| RCONJ261 | 2009-12-31 | 9999-12-31 | No | FFIEC 041 |
| RCONJ261 | 2009-12-31 | 9999-12-31 | No | FFIEC 051 |
| SVGLJ261 | 2009-12-31 | 2011-12-31 | No | OTS 1313 |
| UBPRJ261 | 2009-12-31 | 9999-12-31 | No |
Data Description:
FFIEC031 RC-T 13 col C - 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.