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Schedule HC-G: Other Liabilities Guide

Form: FR Y-9C (Consolidated Financial Statements for Holding Companies) Schedule: HC-G - Other Liabilities Frequency: Quarterly Purpose: Detail other liabilities not reported elsewhere on the balance sheet


Overview

Schedule HC-G provides the breakdown of liabilities that flow into Schedule HC Item 20 (Other Liabilities): net deferred tax liabilities, the allowance for credit losses on off-balance sheet credit exposures, and a residual "other" line. It is a short, four-line schedule (item 1 is not applicable on the current form).

Relationship to Schedule HC

Schedule HC-G Item 5 (Total) = Schedule HC Item 20 (Other Liabilities)

Schedule Structure

OTHER LIABILITIES
├── Item 1: Not applicable
├── Item 2: Net deferred tax liabilities
├── Item 3: Allowance for credit losses on off-balance sheet credit exposures
├── Item 4: Other (all other liabilities)
└── Item 5: TOTAL OTHER LIABILITIES (= HC Item 20)

Detailed Line Items

Item 1: Not Applicable

Line item 1 is "Not applicable" on the current FR Y-9C Schedule HC-G.

Item 2: Net Deferred Tax Liabilities

MDRM Call MDRM Description
BHCK3049 RCFD3049 Net deferred tax liabilities

Nature: Tax liabilities arising from taxable temporary differences (when book income exceeds taxable income temporarily).

Note: Reported per tax jurisdiction when the net result is a credit balance; a net debit (asset) balance is reported in Schedule HC-F, item 2, "Net deferred tax assets." A company can report a net DTA for one jurisdiction and a net DTL for another at the same time.

Item 3: Allowance for Credit Losses on Off-Balance Sheet Credit Exposures

MDRM Call MDRM Description
BHCKB557 RCFDB557 ACL for unfunded commitments and other off-balance sheet credit exposures

Applicable To: - Unfunded loan commitments - Letters of credit - Financial guarantees - Other off-balance sheet credit exposures

CECL Impact: Under ASC 326 this reserve reflects lifetime expected credit losses; holding companies that have adopted ASU 2016-13 exclude exposures that are unconditionally cancellable.

Item 4: Other (All Other Liabilities)

MDRM Call MDRM Description
BHCKB984 RCFD2938 All other liabilities not reported in items 2-3 and not reportable in HC items 13-19

Includes (no separate MDRM codes — these are components of item 4): - Accrued interest on deposits and nondeposit liabilities - Accrued income taxes and other accrued expenses - Accounts payable - Deferred compensation liabilities - Dividends declared but not yet payable - Operating lease liabilities (ASC 842) - Miscellaneous liabilities

Item 5: Total Other Liabilities

MDRM Call MDRM Description Ties To
BHCT2750 RCFD2930 Total other liabilities (schedule total cell; must equal HC item 20 = BHCK2750) HC Item 20

Reconciliation:

Item 5 (BHCT2750) = Items 2 + 3 + 4
Schedule HC Item 20 (BHCK2750) = HC-G Item 5 (BHCT2750)


Key Considerations

CECL Impact on Item 3

Under Current Expected Credit Loss (CECL) accounting: - Reserve reflects lifetime expected losses - Applies to off-balance sheet credit exposures - Typically larger than pre-CECL reserves - Significant for banks with large unfunded commitment portfolios

Operating Lease Liabilities

Under ASC 842 (effective 2019): - Operating leases now on balance sheet - Lease liability is a component of Item 4 (no separate HC-G code) - Corresponding right-of-use asset in HC-F

Relationship to Capital

Items in HC-G generally do not receive special capital treatment, but: - ACL for OBS (Item 3) supports credit quality of commitments - May be considered in stress testing


Reconciliation Hierarchy

SCHEDULE HC-G                           SCHEDULE HC
═══════════════════════════════════════════════════════════════════════

Item 5 (Total)                 ────────► HC Item 20 (Other Liabilities)
BHCT2750                                 BHCK2750

Key Analytical Metrics

OBS Reserve Adequacy

OBS ACL Ratio = Item 3 / Total Unfunded Commitments (from HC-L)
- Should be compared to historical loss experience on commitments

Other Liabilities to Assets

Other Liab % = Item 5 / Total Assets
- Typically 1-3% of assets

MDRM Quick Reference

Item MDRM Description
1 - Not applicable
2 BHCK3049 Net deferred tax liabilities
3 BHCKB557 ACL for off-balance sheet credit exposures
4 BHCKB984 Other (all other liabilities)
5 BHCT2750 TOTAL OTHER LIABILITIES (= HC item 20, BHCK2750)

Revision note (v7.0). Earlier editions of this guide described a six-item HC-G with accrued-interest sub-items and a "Memoranda (2022+)" block; that structure does not exist on the FR Y-9C (it loosely mirrored the Call Report RC-G), and several of its codes were misassigned (the ACL line cited an MBS code; the memoranda cited consolidated-VIE asset codes). Version 7.0 rebuilds the schedule to the official four-line layout with MDRM-verified codes.


Last Updated: 2026-06-11 Reference: FR Y-9C Instructions (September 2018 HC-G vintage); Federal Reserve MDRM