Calculate Your Assessment
– Banks, Foreign Banks and Trust Companies

The 2025-26 assessment rate was set at $2.08 per $1,000 of assets, the same as last year’s rate. DFPI will email invoices to banks on or about July 1. 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