BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM 7/2/20151 Credentialing and Enrollment Training for...

BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM

04/19/23 1

Credentialing andEnrollment Training

for Reporting Central


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Agenda

Brief review of set up process Detail look at Federal Reserve Subscriber Access Request

Form (Form RC-1) Online Resources and Support Contacts Upcoming Milestones


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Affiliate Model If an organization already has EUAC established for the bank:

Need to set up new or make changes to existing FedLine® Subscribers to grant access to Reporting Central (step 3). AND

Need to send in Subscriber Access Request Form (step 4). For organizations that have an ABA or are utilizing an ABA

through the affiliate model, the next two slides will provide high level overview for Steps 1-3.

For organizations with a CIN or ONLY an RSSD-ID and are not utilizing an ABA through the affiliate model, call the Customer Contact Center at (888) 333-7010, option 2 for assistance.


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Establishing FedLine Web® Access for Organizations

For detailed instructions, visit FRBServices.org and select Central Bank > Reporting Central Application Setup (from the right hand navigation bar)

Step 1. Designate Authorized Individuals Submit a Board Resolution and Official Authorization List (OAL) These forms can be found on FRBServices.org by selecting: Forms > Account

Services > Account Holder Board Resolution and Official Authorization List

Step 2. Designate End User Authorization Contacts (EUACs)All organizations need to complete a separate

Federal Reserve Bank End User Authorization Contact (EUAC) Form for each individual identified as needing FedLine EUAC authority.


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Establishing FedLine Web Access for Organizations

Step 3. Set up new or makes changes to existing FedLine Subscribers•Request FedLine Web service access for the individuals (Subscribers) who will be using the Reporting Central application.•Authorized EUACs will submit a Subscriber request via the EUAC Center within FedLine Home for each individual identified as needing Subscriber access to Reporting Central.


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Federal Reserve Bank Subscriber Access Request Form (Form RC-1)

Step 4: Enroll Subscribers to specific reports If a Subscriber already has a token, an EUAC only needs to set up existing Subscribers with Reporting Central and complete this form to grant access to reports in Reporting Central.

EUAC cannot sign himself/herself up as a Subscriber. A different EUAC must sign that person up as a Subscriber.


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Federal Reserve Bank Subscriber Access Request Form (Form RC-1)

http://www.frbservices.org/files/forms/reporting/subscriber_access_reporting_central.pdf


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Must be completed and sent to the Federal Reserve by EUAC Must have a separate form for each legal entity (bank and holding

company) for each Subscriber Select the action – most likely “New Subscriber”


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Subscriber’s Name - Person (with FedLine credential) who will be submitting reports on behalf of institution.

Reporting Institution’s Legal Entity Name - Name of institution that submits the report (bank or holding company). Enter only one name.

RSSD ID – RSSD ID of entity (bank or holding company). Enter only one RSSD ID.

Address – Physical address of institution. Telephone Number – Subscriber’s work phone number. Work Email Address – Subscriber’s work email address.


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Only select report series filed by that institution. For example, a bank may select a FR 2900 report (either FR 2900 or FR 2900 Q) AND FR

Y-8. FR Y-8 is selected under the bank’s RSSD ID. For example, a holding company may select FR Y-9 C AND FR Y-9 LP. More than one report can be selected, but it has to be filed for the institution listed

above. Reports may be selected even though they are not currently available in Reporting

Central. IESUB will continue to be used until the report is migrated to Reporting Central.


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EUAC’s name, signature, date, work email, work phone number. Do not put any information in the “For Federal Reserve Banks Use Only:” section.


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How to Submit Subscriber Access Request Form (Form RC-1)

Form RC-1 is available online or via FedLine Home. Once each Subscriber request has been processed by the Customer Contact Center, an EUAC will be able to click “Request Reporting Series Access” within the EUAC Center to access a pre-populated Form RC-1 for each credentialed Subscriber.

EUAC emails completed and signed form(s) to [email protected]. **Email must come from EUAC**

Fax the form(s) to (612) 204-5905 Mail the form(s) to:

Federal Reserve Bank of Minneapolis P.O. Box 291 Minneapolis, MN 55480 Attn: Statistics

Questions on Subscriber Access Request Form (Step 4) (612) 204-6445 or (888) 887-0926


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Online Resources & Support Contacts


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Upcoming MilestonesFR Y8 – 12-31-14All reports - Year-end 2015

[email protected] (612) 204-6445, or (888) 887-0926

“Central Bank Central,” “FedLine” and “FedLine Web” are trademarks or service marks of the Federal Reserve Banks. A complete list of marks owned by the Federal Reserve Banks is available at FRBservices.org.

BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM 7/2/20151 Credentialing and Enrollment Training for...

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