Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
OCC reduces 2021 assessments
The OCC has announced it is reducing the rates in all Fee Schedules by three percent for the 2021 calendar year.
The 2021 reduction is in addition to the ten percent reduction to all Fee Schedules in 2020 and to the General Assessment Fee Schedule in 2019. The reduction reflects increased operating efficiencies that the agency has achieved over the last several years. The reduced assessments go into effect January 1, 2021, and will be reflected in assessments paid on March 31, 2021, and September 30, 2021.