Annual Statement Studies submission
2010 Submission Information
- Manual submission deadline: Friday, June 25th, 2010
- Bridge/electronic submission deadline: Friday, July 9th, 2010
Thanks to contributions from our members, RMA's Annual Statement Studies® has been the leading, most current source of reliable performance statistics for small and mid-size businesses for 89 years. The data, derived from the financial statements of financial institutions' borrowers and prospects, provides the only source of composite performance metrics available.
Send us your statements and reap the rewards! (view submission brochure)
These resources are designed to assist you in the submission of data for inclusion in RMA's 2010-2011 Annual Statement Studies.
Please note: The vendor instructions posted below are from the 2009 Annual Statement Studies submission drive. While we do not anticipate any changes to the submission procedures, the final instructions for 2010 will be posted in mid- to late March, once we verify with each of the software vendors. Please check back at that time for updated instructions. The submission deadlines are posted above. Thank you.
Submissions Handbooks
Please Note: 2009 was the last supported year for RMA submissions through Moody's Financial Analyst. Moody's Financial Analyst support ceases on June 30, 2009. For any additional questions, please contact Moody's Technical Support via phone or e-mail (above).
Can institutions contribute statements via e-mail?
Yes. In fact, in 2009 most institutions did submit in this fashion. Send a file containing your submissions to studies@rmahq.org. In the subject line, please include your bank name and bank ID number. Please be sure to include all transmittal information with your submission.
Please note: RMA does not permit encrypted .zip files to be received through its e-mail system.
Manually Prepared Paper Based Handbook - for institutions submitting printed statements.
Printable Submission forms
Submission Templates
Other Information