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Meeting OCC Third-Party Risk Requirements [2026 Edition] | UpGuard

ID: 728de866-9d85-50a5-a809-27262091ed9b

STIX ID: report--728de866-9d85-50a5-a809-27262091ed9b

Feed Name: UpGuard Blog

Date Published: 2026-01-05

Date Updated: 2026-05-20

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### Executive summary This article summarizes the OCC Bulletin 2013-29 third-party risk management (TPRM) expectations for U.S. banks—covering documentation and reporting, oversight and accountability (contract management and continuous monitoring), independent reviews, termination, and planning—and outlines how UpGuard's assessment, monitoring, and managed TPRM services can help financial institutions meet those requirements.

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