Common Questions and Answers on Regulation H

Regulation H implements those portions of the Federal Reserve Act that affect state member banks. As such, Regulation H defines membership requirements for state-chartered banks, as well as the privileges and requirements of membership; sets forth procedures for approval for state member banks to establish branches and for requesting voluntary withdrawal from membership; provides information for registering and filing financial statements; and outlines the procedures to follow for state member banks that are less than adequately capitalized.

2. Why did the Federal Reserve streamline Regulation H?

The Federal Reserve amended Regulation H as part of a broad effort to “risk-focus” the supervisory process and to reduce the regulatory burden on well-run banks. This process started with the revision of Regulation Y in April 1997. 1 Similar to the changes in Regulation Y for bank holding companies, the amended Regulation H streamlines applications procedures and timeframes for well-managed and well-capitalized state member banks. The regulation introduces a new definition, “eligible bank,” to serve as the qualification for expedited treatment of membership and branch applications.

3. What is an eligible bank?

An eligible bank is defined as a bank that:

If a bank has not yet received compliance or CRA ratings, it is still considered eligible if it is owned by a bank holding company, and the bank holding company meets the criteria for expedited processing under Regulation Y.

II. Expedited Procedures

4. How does the expedited procedure for membership applications work?

Expedited membership applications submitted by eligible banks will be acted on within 15 days of receipt of the application. In addition, there is no requirement to publish a newspaper notice of membership applications.

Occasionally, based on the size and other circumstances unique to the applying bank, a pre-membership examination may be necessary before submission of a final membership application. Please contact the Reserve Bank if you have any questions in this regard.

5. How does the expedited procedure for branch applications work?

The public comment period for all branch applications has been reduced to 15 days, and the required newspaper publication can occur up to seven days before filing. Absent a substantive and timely protest, an expedited branch application submitted by an eligible bank will be approved within 3 to 5 business days after expiration of the comment period.

6. What if a transaction does not qualify for these processing procedures (i.e. the bank does not meet the eligible bank definition)?

Non-qualifying transactions typically require somewhat more in-depth review, but will also be processed more quickly than in the past. From the date of filing, an applicant can generally expect that most applications, membership or branch, will be acted upon within 30 days; cases raising significant issues may take up to 60 days. Review of the application will focus on the reasons the bank does not qualify as an eligible bank and the pro forma implications of those issues.

7. What other application or notice requirements have been simplified in the new regulation?

III. Other Information Regarding Regulation H

8. Aside from streamlining of the applications process, what are some of the other significant changes?

The regulation also:

Please feel free to contact the Reserve Bank for additional discussion of any of the above points.

9. Who can I contact for more information?

Joseph Cuenco, Assistant Vice President, Formations + Transactions, at (415) 974-2094 or toll-free at (800) 227-4133

1. Regulation Y implements the regulatory requirements of the Bank Holding Company Act.

2. An eligible state member bank must file a notice if its investment in premises will exceed 150 percent of the bank’s perpetual preferred stock and related surplus plus common stock and surplus, as those terms are defined in the call report. This limit is reduced to 100 percent for all other banks.