If you are trying to get this information to help fill out your 5300 Call Report or calculate premiums for share insurance, we recommend you use the NCUA Share Insurance report (Tool #545).  Or look at your daily Regulation D Statistics Report (PREGD) which provides the dollar amount of share certificates/IRAs equal to or greater than $100,000.  (For more details, refer to the 8.6 Release Summary using the link below.)

You can also use the Member Aggregate Balance Analysis report (Tool #495) to get a simple listing of accounts over a certain dollar amount, but it does not have the same features as the share insurance report for aggregating by SSN/TIN or omitting certain types of accounts by Membership Designation, etc.  See the Related Links below to learn more about both reports.