ONLINE FIDELITY

BONDING SYSTEM
(OFBS)

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FIDELITY BOND
APPLICATION
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ONLINE FIDELITY BONDING SYSTEM

 OFBS is an online facility for the application of

Fidelity Bond developed by the BTr as part of its
efforts to provide a more convenient service to the
transacting public while also minimizing face- to-face
transactions particularly amidst the COVID-19
pandemic.
https://fidelitybonding.treasury.gov.ph/fidelity/views/login.php
AGENCY’S ROLES: (MUNICIPALITY LEVEL)
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ADMIN

APPROVER

USER
AGENCY’S ROLES: (BARANGAY LEVEL)
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ADMIN / APPROVER

USER
 ADMIN
• View the list of active institution approvers and users.

• Add new agency approvers and users.

• Activate/deactivate all users in the institution

• Can change passwords for active users

z APPROVER
• See the approval list of the institution.

• Approve the institution users.

• Approve bond applications.

• Process online payment transactions.

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USER/ ENCODER

 Applies/files for Fidelity Bond online

application.
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2 STAGES IN OFBS:

 ENROLLMENT

 FIDELITY BOND
APPLICATION
ENROLLMENT

1. Send the enrollment form (as shown above) with the information of
your admin. to this email ofbscspo.enroll@gmail.com
Barangay level- the Punong Barangay as the ADMIN. / APPROVER

Municipality level ADMIN – anyone designated by the Head of agency.

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2. Upon checking your sent enrollment form, we will enroll your
agency through your admin. to the system and we will email the
username and password you will use in signing in, for you to have an
access in creating the user / encoder that will be the one to apply or
encode the bondable official’s fidelity bond application.
 CREATING AN APPROVER (Municipality level) OR USER
( Barangay level) ACCOUNT

1. Using a browser, go to: https://fidelitybonding.treasury.gov.ph.

2. Sign in using the ADMIN/APPROVER (Brgy level)
ADMIN( Municipality level) credentials

Ex. juan_r5_camarinessur_lgu_ad
3. On the Navigation Panel at the left side, click User Management then
Manage Users.

2. On the right side, click Add User.

3. Fill out the necessary information and click submit for

the Approval of the Admin.
Approver Accounts are automatically approved (Active)

Use this template in creating the Approver account:

name_r5_camarinessur_lgu_ap
ex. juan_r5_caamarinessur_lgu_ap
***The sample below is for Municipality level creating an approver account which is the Mayor.

*** On the Municipality level, you have to create

APPROVER AND ENCODER ACCOUNT
User/ EncoderAccounts
Use this template in creating user/ENCODER account:
name_r5_camarinessur_lgu_en
ex. juan_r5_caamarinessur_lgu_en
***The sample below is for Brgy level creating a user/encoder account which can be anyone designated by the
Barangay Chairperson within the BLGU, ex. Brgy. Treasurer, SKC or SKT

*** On the Barangay level, you have to create

an ENCODER ACCOUNT only
 APPROVING A USER ACCOUNT
Log in using the ADMIN credentials
(ex. juan_r5_camarinessur_lgu_ad)

1. On the Navigation Panel at the left side, click User Management

then Approve Users.

2. On the main screen, users with ‘For Approval’ status

are listed. Click Approve at the right side of the list.

LGU-CITY/MUNI
LGU-CITY/MUNI
APPROVER
***For now receiving password will not be received automatically,
instead additional feature which we call Manual Change password
is added to the ADMIN account, to facilitate the generating of
passwords for APPROVER (Municipality level) and ENCODER/
USER ACCOUNT ( Barangay level).

MANUAL CHANGE OF PASSWORD( For Admin. Accounts):

1. Log in using the ADMIN credentials (ex. juan_r5_camarinessur_lgu_ad)

2. Click User Management -> Manage Users

3. Click the "Change Password" button for any ACTIVE user or the newly
created user account.
4. Input new password (including confirm)
5. Click "Change Password"
6. Await confirmation that the password has changed

7. Inform the user of their new password

8. Login as the user whose password was changed,
using the new credential
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FIDELITY BOND APPLICATION

STEP 1. Log in to the system using the assigned correct
credentials
z (USERNAME & PASSWORD)
***Use your email address in signing in as encoder/user account to apply for fidelity bond.

LINK: https://fidelitybonding.treasury.gov.ph/fidelity/views/login.php
(For the Barangay level, send your LATEST Annual Budget and Report on
Physical Inventory for bond computation.)
STEP 2.z In the Navigation Panel click Manage Fidelity
Bond
and then click “NEW BOND” button.
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STEP 3. Input the required PERSONAL INFORMATION and then
click “CONTINUE” to proceed to the next screen (system will
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prompt if there are missing or invalid entries)
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What are the required Information?

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1. NAME OF OFFICIAL

2. ADDRESS OF OFFICIAL

3. DATE OF BIRTH

4. PLACE OF BIRTH

5. GENDER

6. TIN (TAX IDENTIFICATION NUMBER)

7. CIVIL STATUS

8. CONTACT INFO.

9. EMAIL ADDRESS (VERY IMPORTANT!!!)

10. MONTHLY INCOME

11. ESTIMATED MONTHLY EXPENSES

12. EMPLOYMENT/APPOINTMENT DETAILS

13. CASE DETAILS IF ANY

 * CLICK Continue (Next Screen)

27 Next Screen: Item14: Character
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Reference
z ; Item 15: Valid ID

Click
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Valid ID’s
1 Passport
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2 Driver's License
3 UMID
4 TIN
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5 GSIS
6 PHIC
7 Postal ID
8 PRC ID
Senior Citizen
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ID
10 Voters ID
11 OFW ID
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Coverage:
1 year
2 years
3 years

CASH ACCOUNTABILITY

Note: The system will

AUTOMATICALLY Compute the Bond
Premia based on provided
accountability
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z Inventories 50%
PPE 30%
Accountable Forms 10%
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Will show summary of applied

Bond details

Click FINISH
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Bond application will now be received by the approver

for his/her verification before submission to BTr P/DO
User
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APPROVING A FIDELITY BOND
( Agency’s Approver)
Sign in using the enrolled credentials:
ex. juan_r5_camarinessur_lgu_ap

1. On the Navigation Panel at the left side, click Fidelity

Bond Approval.

2. Click Approve on the right-most column of the

applicant’s name you want to approve
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3. Review the data on the following pages that will be

loaded. Click Next Page on the upper-right to continue.
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4. On the last page, click Approve Application to approve

Click Reject Application to reject.

5. On the Pop-up Message, click Approve to certify the truthfulness of the answers provided by
the User.
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 SAMPLE DATA FOR BARANGAY LEVEL
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If bond is APPROVED status will reflect FOR BTr-PDO

Submission for Payment

Print the G57 form by clicking the button and the small box beside the application # and
then printlist to show the list of bondable officials. And send the mentioned forms with
signature together with the other attachments to ofbscspo.atap@gmail.com for processing
and approval of your bond.
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Add a footer Step 4: Coordinate with Agency’s Approver as to the chosen MODE of Payment:

Payment thru LBP Linkbiz.Portal Over-the-counter Payment

* Email List of Bonded Accountable
Public Officers, GF 57, other
supporting documents and proof of
payment to BTr –PO email address
for releasing of “CONFIRMATION
LETTER”
* Email List of Bonded Accountable
Public Officers,GF 57, other
supporting documents to BTr –PO
email address for verification and
ATAP Preparation
* Wait for the ATAP to be sent by BTr-
PO
* Go to the nearest/chosen AGSB
and pay
* Submit thru email proof of payment
* Wait for BTr-PO to confirm and
release Letter of Confirmation

Step 5: Once CONFIRMATION LETTER is received you’re now a certified bonded officer. FINISH!
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PAYING ONLINE (Linkbiz Portal)
1. On the Approve Bond Applications page, click Pay Online on the rightmost column of the applicant’s name

2. Click Check Payment Status.

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3. Click Start Payment.

4. After being redirected to LANDBANK’s ePayment Portal, proceed to finish the process
required by LANDBANK.
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Add a footer SUMMARY OF PROCEDURE: NEW APPLICATION
Step 1: Open the Fidelity Bond website https://fidelitybonding.treasury.gov.ph/fidelity/views/login.php

Log in to the system using the assigned correct credentials (USERNAME & PASSWORD)

Step 2: In the Navigation Panel click Manage Fidelity Bond and then click “NEW BOND” button.

Step 3: Input the required PERSONAL INFORMATION and then click “CONTINUE” to proceed to the next screen (system will
prompt if there are missing or invalid entries)

Step 4: Input all the REQUIRED AND CORRECT Information and then click “FINISH” . Then the system will return to the
Manage Fidelity Bond Application window and display the newly created bond with a status “FOR AGENCY APPROVAL”

Step 5: Pay the bond premia for the applied bond

Step 6: Once CONFIRMATION LETTER is received you’re now a certified bonded officer. DONE!
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RENEWAL &
CANCELLED BOND
How to apply?
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Summary procedure : Renewal and
Cancelled
z Bond

Step 1: Under the Manage Fidelity Bond choose the bond that you want to
renew or cancel, click “CANCELLATION button” in the status column

Step 2: Choose in the Choices:

RENEWAL OPTION CANCELLATION OPTION

Increase of Accountability/Transfer of Retirement

Station/Change in Position
Others (with credit) Others (without credit)
Step 3: The system will show the old details . You now can apply the necessary
changes up to the last page where you will click “FINISH” to submit to Agency’s
Approver

Step 4 to 7 - the same with “NEW BOND” application

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Under the Manage Fidelity

Bond navigation
Click Cancel Bond
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RENEWAL OPTION CANCELLATION OPTION

Increase of Accountability/Transfer of Retirement
Station/Change in Position
Others (with credit) Others (without credit)
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You will be redirected again to the bond

details where you can apply the
necessary changes

Procedure will be the same to the new

application process. Once done with all
the changes click “Finish”
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Once done wait for approver’s decision as to the

mode of payment (Online or Manual)
STEP 1. ENROLLMENT

>>> Fill out the enrollment form for the nominated agency admin.

>>> Send to ofbscspo.enroll@gmail.com

>>> Wait for the username and password that the system will be sending to
your email address indicated in the submitted enrollment form.

>>> Create your approver & user/encoder.

STEP 2. FIDELITY BOND APPLICATION
website https://fidelitybonding.treasury.gov.ph/fidelity/views/login.php

>>> For the Barangay level send first the Latest Annual Budget. and Report of Physical Inventory
for computation.( to facilitate the amount to needed in the application)

>>>
Log in to our website using the user's (ENCODER) credentials and fill out the needed data.

Once approved by the agency approver, send the requirements to ofbscspo.atap@gmail.com for the
>>> issuance of ATAP.

Those who paid online and over the counter must send the proof of payment to
>>>
ofbscspo.cl@gmail.com

*** For those who will pay online ATAP will not be needed, just send your complete requirements and proof of
payment to ofbscspo.cl@gmail.com. Just make sure that the amount and data you provide in the OFBS is correct to
avoid cancellation of your bond.
STEP 3. RELEASE OF CONFIRMATION LETTER

>>> Email your ATAP received by the bank and validated deposit slip to
ofbscspo.cl@gmail.com

* Those who paid online must send the transaction details generated by the
system/proof of payment.

>>> End.
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