.pdfCRT Desk Reference - DCH and OTA Users 6/13/2013 Registration and viewing instructions for the Consent Request Tracker (CRT) tool for Directing Certificateholders (DCHs) and Operating Trust Advisors (OTAs).
.pdfInsurance Compliance Tool (ICT) October 2014 Enhancement Training 10/27/2014 Training on ICT enhancements including improved data quality and validation; enhanced navigation for submitting and returning 1133 Delivery and waiver records; updated 1133 sections; new process for Assumptions/Transfers of Ownership; and, additional updates.
.pdfPRS Quick Start Manual 7/28/2017 A manual to assist you with logging in, uploading files, downloading files and maintaining your PRS account.
.pdfAssessments Completion Best Practices 7/14/2017 This document is a supplement for the PRS Template desk references. It provides general reminders and highlights common data discrepancies in submissions.