Welcome to TreasuryDirect!
This video will show you how to open an Entity Trust Account.
Trust Accounts require an Entity Account Manager
who must be a Trustee
and must have the authority to act alone on behalf of the trust.
If the Account Manager meets both of these requirements,
select the Trust Registration and click Submit.
You must first enter the Entity name or Registration.
As you can see in the examples,
the Entity name must contain the name of the Grantor or Grantors
and the name of the Trustee or Trustees.
The date of the trust is required,
unless the trust is established under a will.
Next, you can give your account a personalized name.
This name does not reflect account ownership,
and it is not a required field.
For the Entity Taxpayer Identification Number,
you will use either the Employer Identification Number of the trust,
or the Social Security Number of the Grantor.
For the IRS Name Control,
you will typically use the first four characters
of the taxpayer's last name.
Next, enter the Entity Street Address,
including City, State, and Zip Code.
The next section is for Account Manager Information.
All of the required fields must be completed.
Continue completing the fields for the Account Manger Contact Information.
Once these fields are completed,
enter the Entity Bank Information.
And lastly,
you will need to certify that the Taxpayer Identification Numbers
provided are correct,
the Entity is not subject to backup withholdings,
and that the Entity and Entity Account Manager are U.S. Persons.
Then, click Submit.
On the Review Page,
verify that the information is correct
and click Submit.
You will then need to select an image
and provide a caption to be associated with your account.
When completed, click the Submit button
Next, you will need to choose a Password,
Password Reminder,
and Three Security Questions and provide answers to them.
Then, click the Submit button.
That's it! You have established a Trust Account with the U.S. Treasury.
Check your email to retrieve your TreasuryDirect Account Number.