Getting Started with OTCnet
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 the OTCnet Team.
Getting Started for Agencies
To get started with your OTCnet enrollment, you will need to complete the following:
Step 1: Review the basic Expansion Sheet to learn about the enrollment process.
Step 2: Complete the necessary enrollment forms below.
Agency Site ProfilePrimary Local Security Administrator (PLSA) Form
Deposit Reporting Setup Worksheet
Step 3: Review the essential documents.
OTCnet System Requirements for Release 2.10OTCnet Local Bridge Configuration and Setup Guide
User Roles Guide
OTCnet User Provisioning Information (ITIM 101)
Notice Required for Back Office Conversion Entries
Notice Required on Billing Statements
Notice Required at Point-of-Purchase
Step 4: If you plan on using OTCnet for Check Capture, see Ordering Hardware to learn about the hardware you will need.
Getting Started for Financial Institutions
To get started with your OTCnet enrollment:
Step 1: Complete the Primary Local Administrator (PLSA) Form, following the instructions on the form
Step 2: Review the OTCnet System Requirements document to ensure that your computer is compatible with secure, Web-based data sharing.
OTCnet Training
We recommend that you complete OTCnet self-paced, web-based training prior to using the system and making your first deposit in OTCnet. WBT is recommended for all OTCnet users. You do not need a username or password to access the training.
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 us.