[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-238139-105":53,"doc-detail-238139-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","data-collection-templates-version-3","Data Collection Templates - Version 3","","Version 3 data collection template guidance defines the required field order across all templates and clarifies how ordering is determined using the “Field Number” column. It documents the file naming convention for template outputs, including join number, product type, template version, and data year/month plus creation timestamp. It also explains key identifiers such as JOIN_NUMBER, and answers template-specific questions for membership, deposits, and loss files, including required fields and inclusion rules for transactional amounts.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/data-collection-templates-version-3/238139/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/data-collection-templates-version-3/238139.png","ImageObject",442,249,{"name":88,"@type":89},"Đào","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-30","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How is the data field order determined in each Version 3 template?","Question",{"text":109,"@type":110},"Follow the exact data field order in the templates. The order is identified by the “Field Number” column.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What is the file naming convention used in the Version 3 templates?",{"text":114,"@type":110},"The convention remains consistent with Version 2, structured as Join#, Product v#, Template Version number, Data Year and Month, and File Creation Date/Time (e.g., 123_Auto_v3_202110_20220125090631.txt).",{"name":116,"@type":107,"acceptedAnswer":117},"What does JOIN_NUMBER mean in these templates?",{"text":118,"@type":110},"JOIN_NUMBER is an internal identification number NCUA assigns to each credit union and remains the same over time; it differs from the CU charter number.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},238139,1791300806,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":101,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":79},1374402968488,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","| Version | Log \\# | Templates | Question/Observation | Response |\n| --- | --- | --- | --- | --- |\n| V3 | 1 | All Templates | What are the data field order in each template? | Please follow the exact data field order in the templates, \"Standard Data Collection Templates – Version 3\", published at \"[https://www. ncua.gov/regulation‐](https://www. ncua.gov/regulation‐)[ ](https://www. ncua.gov/regulation‐)[supervision/regulatory‐compliance‐resources/capital‐planning‐stress‐testing‐resources](supervision/regulatory‐compliance‐resources/capital‐planning‐stress‐testing‐resources)\" . The order is also identified by the \"Field Number\" column. |\n| V3 | 2 | All Templates | What are the file naming convention in V3 templates? | The file naming convention is consistent with V2, i.e., Join Number, Product Type, Template Version number, Data Year and Month, File Creation Date/Time\u003Cbr>Join\\# Product v\\# YYYYMM YYYYMMDDHHMMSS.txt\u003Cbr>Examples for CU join number as 123: 123_Auto_v3_202110_ 20220125090631.txt 123_CreditCard_v3_202110_ 20220125090631.txt 123_HomeEquity_v3_202110_ 20220125090631.txt 123_Mortgage_v3_202110_ 20220125090631.txt 123_Other_v3_202110_ 20220125090631.txt 123_Student_v3_202110_ 20220125090631.txt 123_CRE_v3_202110_ 20220125090631.txt 123_NonCRE_v3_202110_ 20220125090631.txt 123_Deposits_v3_202110_ 20220125090631.txt 123_Member_v3_202110_ 20220125090631.txt 123_LossSeverity_v3_202110_ 20220125090631.txt\u003Cbr>123 Derivative v3 202110 20220125090631.txt |\n| V3 | 3 | All Templates | What is JOIN_NUMBER? | NCUA assigns an internal identification number to each CU. This Join Number remains the same over time. It is different from CU charter number.\u003Cbr>JOIN_NUMBER ‐ CU_NAME\u003Cbr>21509 ‐ ALLIANT\u003Cbr>14548 ‐ AMERICA FIRST\u003Cbr>16863 ‐ BOEING EMPLOYEES\u003Cbr>10595 ‐ FIRST TECHNOLOGY\u003Cbr>2399 ‐ NAVY FEDERAL CREDIT UNION\u003Cbr>121 ‐ PENTAGON\u003Cbr>3795 ‐ RANDOLPH‐BROOKS\u003Cbr>14339 ‐ SCHOOLSFIRST\u003Cbr>20533 ‐ STATE EMPLOYEES'\u003Cbr>13171 ‐ SUNCOAST\u003Cbr>15972 ‐ THE GOLDEN 1\u003Cbr>16757 ‐ MOUNTAIN AMERICA CREDIT UNION\u003Cbr>16776 ‐ LAKE MICHIGAN CREDIT UNION 3639 ‐ VYSTAR CREDIT UNION\u003Cbr>2066 ‐ BETHPAGE FEDERAL CREDIT UNION 5557 ‐ STAR ONE CREDIT UNION\u003Cbr>15384 ‐ SAN DIEGO COUNTY CREDIT UNION\u003Cbr>2598 ‐ ALASKA USA FEDERAL CREDIT UNION 5417 ‐ SECURITY SERVICE FEDERAL CREDIT UNION |\n| V3 | 4 | Member | Should the new Membership template have a snapshot date field? | Yes, the revised membership template includes a snapshot date. |\n| V3 | 5 | Member | Should the new Membership template have a Join Number field? | Yes, the revised membership template includes a Join Number field. |\n| V3 | 6 | Deposits | Should the deposits template have a Join Number field? | Yes, the revised deposits template includes a Join Number field. |\n\n\n| Version | Log \\# | Templates | Question/Observation | Response |\n| --- | --- | --- | --- | --- |\n| V3 | 7 | Loss | CONFORM_ASSET_CLASS is not listed for the Loss files in the Changes to Existing Templates spreadsheet in the Conformed Fields Summary tab. I assume it should be the same as it is listed for the six other reports and is seen as such in the Loss Tab in the Revised Templates spreadsheet. | Correct. The field \"CONFORM_ASSET_CLASS\" in the loss severity template is identical to other templates. The conformed entry summary tab does not include the loss severity template. |\n| V3 | 8 | Deposits | Does TOTAL_DEBIT_AMOUNT include ATM withdraws? Need to be specific and not say etc. which leaves it open to individual interpretation. | Yes, the TOTAL_DEBIT_AMOUNT field would include any member initiated withdrawals, in all forms, including checks, ACH, ATM withdraw, teller withdrawal, wires, and other transactions that decrease the balance of the account. It does not include monthly service fees. |\n| V3 | 9 | Member | To clarify, is the ‘Member Extract’an export of all members (including individuals & businesses) in our database? Or would this only be those with a record existing on the portfolio files? | The member table would include all members ","cbCair1XUsJA1XpY","https://ap.wps.com/l/cbCair1XUsJA1XpY","pdf",325282,"English","# Version 3 Template Questions & Responses\n## Field Order and Template Referencing\n## File Naming Convention\n## JOIN_NUMBER Definition\n## Template-Specific Field Requirements (Member, Deposits, Loss)\n## Transaction Amount Inclusion Rules","[{\"question\":\"How is the data field order determined in each Version 3 template?\",\"answer\":\"Follow the exact data field order in the templates. The order is identified by the “Field Number” column.\"},{\"question\":\"What is the file naming convention used in the Version 3 templates?\",\"answer\":\"The convention remains consistent with Version 2, structured as Join#, Product v#, Template Version number, Data Year and Month, and File Creation Date/Time (e.g., 123_Auto_v3_202110_20220125090631.txt).\"},{\"question\":\"What does JOIN_NUMBER mean in these templates?\",\"answer\":\"JOIN_NUMBER is an internal identification number NCUA assigns to each credit union and remains the same over time; it differs from the CU charter number.\"}]","Data Collection Templates - Version 3 | PDF",1789131419]