The Office of the Comptroller of the Currency announced it is maintaining assessment rates for the 2026 calendar year for OCC-regulated institutions, keeping in place the lower assessment fee schedules adopted in September 2025. For the September 30, 2025 semiannual assessment, the OCC reduced the general assessment fee schedule by 30% for assets up to USD 40 billion and by 22% for assets above USD 40 billion, and reduced the independent trust and independent credit card assessment fee schedules by 22%. The 2026 rates will be effective January 1, 2026 and will be reflected in assessments paid on March 31, 2026 and September 30, 2026.
Office of the Comptroller of the Currency 2025-12-01
Office of the Comptroller of the Currency maintains 2026 assessment rates for national banks and federal savings associations
The Office of the Comptroller of the Currency will maintain the reduced assessment rates for OCC-regulated institutions for 2026, as established in September 2025. The reductions include a 30% decrease for assets up to USD 40 billion and a 22% decrease for assets above USD 40 billion, as well as a 22% reduction for independent trust and credit card assessments. These rates will apply to assessments due on March 31 and September 30, 2026.