Calculate Your Assessment – Banks, Foreign Banks and Trust Companies

​The 2024-25 assessment rate was set at $2.08 per $1,000 of assets, an increase of 18 percent from last year’s rate of $1.76. DFPI will email invoices to banks on the week of Dec. 2. Invoices are payable in 30 days, with an additional week allowed for payments made via electronic funds transfers (EFT). If you have any questions about the calculation of the assessment for your bank, please refer to How to Calculate Your Assessment for banks (PDF).

Calculate Your Assessment – Commercial Banks

What is your institution’s total assets: