Get Federal Reserve Report Forms U 1

This guide provides clear instructions for users on how to accurately complete the Federal Reserve Report Forms U 1 online. Understanding the components of the form is essential for compliance and ensuring that required information is correctly submitted.

Follow the steps to accurately complete the Federal Reserve Report Forms U 1 online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin with Part I, which needs to be completed by the borrower. Enter the total amount of credit being extended.
3. Indicate whether any portion of the credit will be used for purchasing or carrying margin stock by selecting 'Yes' or 'No.' If 'No,' provide a brief description of the credit’s purpose.
4. Both borrowers must sign the form, providing their printed names and the date of signing.
5. If Part I indicates that the credit is for margin securities, proceed to Part II. List the margin stock securing the credit, including the number of shares, market price per share, issue, and total market value.
6. List any debt securities convertible into margin stock. Fill in the principal amount, issue, market price, and total market value.
7. Describe any additional collateral, including non-margin stock, securing the credit briefly.
8. In Part III, an authorized bank officer must sign the form, confirming that they have reviewed the information and that it is accurate.
9. Save your changes, and upon completing the form, you have the option to download, print, or share it as needed.

Complete your Federal Reserve Report Forms U 1 online to ensure compliance and accuracy.