Get Download The Uniform Bank Performance Report (ubpr) For Your Bank

The Uniform Bank Performance Report (UBPR) provides vital information regarding your bank's performance metrics. This guide offers clear, step-by-step instructions on how to access and fill out the UBPR online, ensuring users can easily obtain and analyze their bank's financial data.

Follow the steps to download and complete the UBPR effectively.

1. Click the ‘Get Form’ button to obtain the form. This action will open the document in your editor for review and completion.
2. Navigate to the report section by selecting the arrow next to 'Select a Report Type' and choose 'Uniform Bank Performance Report (UBPR)'.
3. If you have your bank's FDIC Certificate Number, click the button next to 'Unique Identifier'. Select 'FDIC Certificate Number' from the given options.
4. Input your bank's certificate number into the designated box and click 'Search' at the top of the page to locate your bank.
5. If you do not possess the FDIC Certificate Number, enter your bank's name and select the state in which it is located before clicking 'Search'.
6. In case multiple results appear, click on your bank’s name to proceed.
7. After identifying your bank, click the button next to 'Standard' to select the appropriate report.
8. Ensure the report displays a date of 12/31/2010 and proceed by clicking 'Generate Report' at the top of the page.
9. A pop-up window titled 'View – Uniform Bank Performance Report' will appear. If you do not see it, check for any pop-up blocking notifications and allow pop-ups temporarily.
10. In the report window, click the boxes next to 'Summary Ratios', 'Non Int Inc, Exp, Yields', 'Balance Sheet %', and 'Allowance and Loan Mix – b'.
11. Click 'Print' at the top of the report window. A new printing window will open; click on the printer icon to initiate printing.
12. You may now close the webpage after completing all necessary actions.
13. To download the Excel template, navigate to the specified website. Click on 'Spreadsheet Template' and then click 'Save'. Name the file 'Spreadsheet Template' and save it.
14. Resave the file as 'your bank name Analysis' to ensure a separate copy is available. This step prevents overwriting any calculation cells in the original template.
15. Open Microsoft Excel and select the icon to open a file. Locate and open the file titled 'your bank name Analysis'.
16. Enter the data values indicated in blue in the Excel template. Each item corresponds with the specific pages of the UBPR to provide relevant data.
17. Review the calculated ratios found below the date you have entered, ensuring all data is accurate and complete.

Now that you have the steps to complete the UBPR online, take action and start compiling the necessary documents!