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Agency OTCnet Enrollment

OTCnet Enrollment for Federal Agencies

Enrolling your federal agency in OTCnet is easy. This page provides information and key documents necessary for getting started, taking training, and setting-up OTCnet at your organization.

In addition to the OTCnet enrollment information on this page, if you need assistance, please contact one of the members of the OTCnet TeamPDF file.

Getting Started for Agencies

To get started with your OTCnet enrollment, you will need to complete the following:

  1. Review the basic Expansion Sheet to learn about the basic enrollment process

  2. Complete the necessary enrollment forms:
    1. Agency Site ProfileMicrosoft Word file
    2. Primary Local Security Administrator (PLSA) FormPDF file

  3. Review the essential documents:
    1. OTCnet System RequirementsPDF file
    2. User Roles GuidePDF file
    3. OTCnet User Provisioning Information (ITIM 101)PPT file

  4. If you plan on using OTCnet for Check Capture, visit our Hardware Ordering page to learn about the hardware you will need.

Getting Started for Financial Institutions

To get started with your OTCnet enrollment, you will need to complete the following:

  1. Complete the Primary Local Administrator (PLSA) Form, following the instructions on the form

  2. Review the OTCnet System Requirements document to ensure that your computer is compatible with secure, Web-based data sharing.

OTCnet Training

It is recommended to complete OTCnet Self-paced, Web-based Training (WBT) prior to using the system and making your first deposit in OTCnet. WBT is recommended for all OTCnet users. To locate the web based training, please click here. You do not need a login or password to access the site.

The OTCnet Team will work closely with agencies to ensure your enrollment in OTCnet is a success. If you have questions or need assistance, please do not hesitate to contact usPDF file if you need assistance.

Please contact the OTCnet Deployment Team for additional assistance.

   Last Updated:  August 22, 2014