Notice2024-12553

Proposed Agency Information Collection Activities; Comment Request

Primary source

Metadata and text below are from the Federal Register, a public-domain U.S. government work. Always verify the official published version before relying on it for any legal matter.

Published
June 7, 2024

Issuing agencies

Federal Reserve System

Abstract

The Board of Governors of the Federal Reserve System (Board) invites comment on a proposal to extend for three years, with revision, the Financial Statements for Holding Companies (FR Y-9 Reports; OMB No. 7100-0128).

Full Text

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<title>Federal Register, Volume 89 Issue 111 (Friday, June 7, 2024)</title>
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[Federal Register Volume 89, Number 111 (Friday, June 7, 2024)]
[Notices]
[Pages 48637-48639]
From the Federal Register Online via the Government Publishing Office [<a href="http://www.gpo.gov">www.gpo.gov</a>]
[FR Doc No: 2024-12553]


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FEDERAL RESERVE SYSTEM


Proposed Agency Information Collection Activities; Comment 
Request

AGENCY: Board of Governors of the Federal Reserve System.

ACTION: Notice, request for comment.

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SUMMARY: The Board of Governors of the Federal Reserve System (Board) 
invites comment on a proposal to extend for three years, with revision, 
the Financial Statements for Holding Companies (FR Y-9 Reports; OMB No. 
7100-0128).

DATES: Comments must be submitted on or before August 6, 2024.

ADDRESSES: You may submit comments, identified by FR Y-9 reports, by 
any of the following methods:
    <bullet> Agency Website: <a href="https://www.federalreserve.gov/">https://www.federalreserve.gov/</a>. Follow 
the instructions for submitting comments at <a href="https://www.federalreserve.gov/apps/foia/proposedregs.aspx">https://www.federalreserve.gov/apps/foia/proposedregs.aspx</a>.

[[Page 48638]]

    <bullet> Email: <a href="/cdn-cgi/l/email-protection#1e6c7b796d307d7173737b706a6d5e787b7a7b6c7f726c7b6d7b6c687b30797168"><span class="__cf_email__" data-cfemail="7e0c1b190d501d1113131b100a0d3e181b1a1b0c1f120c1b0d1b0c081b50191108">[email&#160;protected]</span></a>. Include the OMB 
number or FR number in the subject line of the message.
    <bullet> FAX: (202) 452-3819 or (202) 452-3102.
    <bullet> Mail: Federal Reserve Board of Governors, Attn: Ann E. 
Misback, Secretary of the Board, Mailstop M-4775, 2001 C St NW, 
Washington, DC 20551.
    All public comments are available from the Board's website at 
<a href="https://www.federalreserve.gov/apps/foia/proposedregs.aspx">https://www.federalreserve.gov/apps/foia/proposedregs.aspx</a> as 
submitted, unless modified for technical reasons or to remove 
personally identifiable information at the commenter's request. 
Accordingly, comments will not be edited to remove any confidential 
business information, identifying information, or contact information. 
Public comments may also be viewed electronically or in paper in Room 
M-4365A, 2001 C St. NW, Washington, DC 20551, between 9:00 a.m. and 
5:00 p.m. on weekdays, except for Federal holidays. For security 
reasons, the Board requires that visitors make an appointment to 
inspect comments. You may do so by calling (202) 452-3684. Upon 
arrival, visitors will be required to present valid government-issued 
photo identification and to submit to security screening in order to 
inspect and photocopy comments.
    Additionally, commenters may send a copy of their comments to the 
Office of Management and Budget (OMB) Desk Officer for the Federal 
Reserve Board, Office of Information and Regulatory Affairs, Office of 
Management and Budget, New Executive Office Building, Room 10235, 725 
17th Street NW, Washington, DC 20503, or by fax to (202) 395-6974.

FOR FURTHER INFORMATION CONTACT: Federal Reserve Board Clearance 
Officer--Nuha Elmaghrabi--Office of the Chief Data Officer, Board of 
Governors of the Federal Reserve System, <a href="/cdn-cgi/l/email-protection#ff918a979ed19a93929e98978d9e9d96bf998d9dd1989089"><span class="__cf_email__" data-cfemail="cda3b8a5ace3a8a1a0acaaa5bfacafa48dabbfafe3aaa2bb">[email&#160;protected]</span></a>, (202) 
452-3884.

SUPPLEMENTARY INFORMATION: On June 15, 1984, OMB delegated to the Board 
authority under the Paperwork Reduction Act (PRA) to approve and assign 
OMB control numbers to collections of information conducted or 
sponsored by the Board. In exercising this delegated authority, the 
Board is directed to take every reasonable step to solicit comment. In 
determining whether to approve a collection of information, the Board 
will consider all comments received from the public and other agencies.
    During the comment period for this proposal, a copy of the proposed 
PRA OMB submission, including the draft reporting form and 
instructions, supporting statement (which contains more detail about 
the information collection and burden estimates than this notice), and 
other documentation, will be made available on the Board's public 
website at <a href="https://www.federalreserve.gov/apps/reportingforms/home/review">https://www.federalreserve.gov/apps/reportingforms/home/review</a> or may be requested from the agency clearance officer, whose 
name appears above. Final versions of these documents will be made 
available at <a href="https://www.reginfo.gov/public/do/PRAMain">https://www.reginfo.gov/public/do/PRAMain</a>, if approved.

Request for Comment on Information Collection Proposal

    The Board invites public comment on the following information 
collection, which is being reviewed under authority delegated by the 
OMB under the PRA. Comments are invited on the following:
    a. Whether the proposed collection of information is necessary for 
the proper performance of the Board's functions, including whether the 
information has practical utility;
    b. The accuracy of the Board's estimate of the burden of the 
proposed information collection, including the validity of the 
methodology and assumptions used;
    c. Ways to enhance the quality, utility, and clarity of the 
information to be collected;
    d. Ways to minimize the burden of information collection on 
respondents, including through the use of automated collection 
techniques or other forms of information technology; and
    e. Estimates of capital or startup costs and costs of operation, 
maintenance, and purchase of services to provide information.
    At the end of the comment period, the comments and recommendations 
received will be analyzed to determine the extent to which the Board 
should modify the proposal.

Proposal Under OMB Delegated Authority To Extend for Three Years, With 
Revision, the Following Information Collection

    Collection title: Financial Statements for Holding Companies.
    Collection identifier: FR Y-9 reports.
    OMB control number: 7100-0128.
    General description of collection: The Board requires bank holding 
companies, most savings and loan holding companies, securities holding 
companies, and U.S. intermediate holding companies (collectively, HCs) 
to provide standardized financial statements through one or more of the 
FR Y-9 reports. The information collected on the FR Y-9 reports is 
necessary for the Board to identify emerging financial risks and 
monitor the safety and soundness of HC operations.
    The Consolidated Financial Statements for Holding Companies (FR Y-
9C) consists of standardized financial statements for HCs similar to 
the Call Reports filed by commercial banks. The FR Y-9C collects 
consolidated data and is filed quarterly by top-tier HCs with total 
consolidated assets of $3 billion or more.
    The Parent Company Only Financial Statements for Large Holding 
Companies (FR Y-9LP), must be submitted quarterly by each HC that files 
the FR Y-9C, as well as by each of its subsidiary HCs. The report 
consists of standardized financial statements, including the following 
schedules: Income Statement, Cash Flow Statement, Balance Sheet, 
Investments in Subsidiaries and Associated Companies, Memoranda, and 
Notes to the Parent Company Only Financial Statements.
    The Parent Company Only Financial Statements for Small Holding 
Companies (FR Y-9SP), is filed semiannually by HCs with total 
consolidated assets of less than $3 billion. In a banking organization 
with total consolidated assets of less than $3 billion that has tiered 
HCs, each HC in the organization must submit, or have the top-tier HC 
submit on its behalf, a separate FR Y-9SP. This report collects basic 
balance sheet and income data for the parent company, as well as data 
on its intangible assets and intercompany transactions.
    The Financial Statements for Employee Stock Ownership Plan Holding 
Companies (FR Y-9ES) is filed annually by each employee stock ownership 
plan (ESOP) that is also an HC. The report collects financial data on 
the ESOP's benefit plan activities. The FR Y-9ES consists of four 
schedules: Statement of Changes in Net Assets Available for Benefits, 
Statement of Net Assets Available for Benefits, Memoranda, and Notes to 
the Financial Statements.
    The instructions to each of the FR Y-9C, FR Y-9LP, FR Y-9SP, and FR 
Y-9ES state that respondent HCs should retain workpapers and other 
records used in the preparation of the reports for a period of three 
years following submission. In addition, HCs must maintain in their 
files a manually signed and attested printout of the data submitted 
under each form for a period of three years.

[[Page 48639]]

    The Supplement to the Consolidated Financial Statements for Holding 
Companies (FR Y-9CS) is a voluntary, free-form supplemental report that 
the Board may utilize to collect critical additional data deemed to be 
needed from HCs in an expedited manner. The FR Y-9CS data collections 
are used to assess and monitor emerging issues related to HCs, and the 
report is intended to supplement the other FR Y-9 reports. The data 
requested by the FR Y-9CS would depend on the Board's data needs in any 
given situation. For example, changes made by the Financial Accounting 
Standards Board may introduce into generally accepted accounting 
principles new data items that are not currently collected by the other 
FR Y-9 reports. The Board could use the FR Y-9CS report to collect 
these data until the items are implemented into the other FR Y-9 
reports.
    Proposed revisions: The Board proposes to revise the FR Y-9C and FR 
Y-9LP to align with the definition of loan modifications to borrowers 
experiencing financial difficulty, as described in Accounting Standards 
Update 2022-02, ``Financial Instruments--Credit Losses (Topic 326): 
Troubled Debt Restructurings and Vintage Disclosures''. Additionally, 
the Board proposes to replace, as appropriate, references to ``troubled 
debt restructurings'' with ``modifications to borrowers experiencing 
financial difficulty'' in the FR Y-9C and FR Y-9LP. All of the proposed 
changes to the FR Y-9C and FR Y-9LP would take effect as of the 
December 31, 2024, report date. There are no proposed revisions at this 
time for the FR Y-9SP, FR Y-9ES, or FR Y-9CS.
    The Board invites comment on this proposal and acknowledges that 
this proposal to report ``loan modifications to borrowers experiencing 
financial difficulty'' may diverge from the proposed changes to the 
Call Report.\1\ Therefore, the Board is specifically interested in the 
following:
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    \1\ See 88 FR 66933 (September 28, 2023)
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    1. What challenges, if any, would HCs face if the FR Y-9C and FR Y-
9LP reporting definitions were out of sync with the Call Report?
    2. What challenges, if any, would HCs face if loan modifications to 
borrowers experiencing financial difficulty were reported on the FR Y-
9C and FR Y-9LP using a 12-month lookback, and different lookback 
criteria were used on the Call Report? If the Call Report used 
different lookback criteria, would it be preferable for the FR Y-9C and 
FR Y-9LP to adopt the same definition?
    Frequency: Quarterly, semiannual, annual, and as needed.
    Respondents: HCs.
    Total estimated number of respondents:
    Reporting: FR Y-9C (non-advanced approaches holding companies with 
less than $5 billion in total assets): 107; FR Y-9C (non-advanced 
approaches holding companies with $5 billion or more in total assets): 
236; FR Y-9C (advanced approaches holding companies): 9; FR Y-9LP: 411; 
FR Y-9SP: 3,596; FR Y-9ES: 73; FR Y-9CS: 236.
    Recordkeeping: FR Y-9C: 352; FR Y-9LP: 411; FR Y-9SP: 3,596; FR Y-
9ES: 73; FR Y-9CS: 236.
    Estimated average hours per response:
    Reporting: FR Y-9C (non-advanced approaches holding companies with 
less than $5 billion in total assets): 35.34; FR Y-9C (non-advanced 
approaches holding companies with $5 billion or more in total assets): 
44.54; FR Y-9C (advanced approaches holding companies): 49.76; FR Y-
9LP: 5.27; FR Y-9SP: 5.45; FR Y-9ES: 0.50; FR Y-9CS: 0.50.
    Recordkeeping: FR Y-9C: 1; FR Y-9LP: 1; FR Y-9SP: 0.50; FR Y-9ES: 
0.50; FR Y-9CS: 0.50.
    Total estimated change in burden: 0.
    Total estimated annual burden hours: 114,489.

    Board of Governors of the Federal Reserve System, June 4, 2024.
Benjamin W. McDonough,
Deputy Secretary and Ombuds of the Board.
[FR Doc. 2024-12553 Filed 6-6-24; 8:45 am]
BILLING CODE 6210-01-P


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