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User Guide Sections 281 Through 290


User Guide 281

Page Title: ManageDirect® > Internal Transfer Form Request

What you can do on this page:

You can access a form necessary to transfer a security from your account.

Primary Actions

  • Click the link for "FS Form 5511" to access a Transfer Request. To transfer a security from your account, you must complete and mail the signed, certified request with any necessary documentation.
  • Click "Return" to display your previous page.
  • Click "Cancel" to go to ManageDirect > Transfer of Marketables > Summary.

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User Guide 282

Page Title: ManageDirect® > Multiple Internal Transfer Form Request

What you can do on this page:

You can access a form necessary to transfer multiple securities from your account.

Primary Actions

  • Click the link for "FS Form 5511" to access a Transfer Request. To transfer securities from your account, you must complete and mail the signed, certified request.
  • Click "Return" to display your previous page.
  • Click "Cancel" to go to ManageDirect > Transfer of Marketables > Summary.

Help Home


User Guide 283

Page Title: ManageDirect® > Internal Transfer Form Request

What you can do on this page:

You can access a form necessary to transfer a security from your account.

Primary Actions

  • Click "FS Form 5511" to access a Transfer Request. To transfer a security from your account, you must complete and mail the signed, certified request.
  • Click "Return"to display your previous page.
  • Click "Cancel" to go to ManageDirect > Transfer > Summary.

Help Home


User Guide 284

Page Title: ManageDirect® > Multiple Internal Transfer Form Request

What you can do on this page:

You can access a form necessary to transfer multiple securities from your account.

Primary Actions

  • Click "FS Form 5511" to access a Transfer Request. To transfer securities from your account, you must complete and mail the signed, certified request.
  • Click "Return"to display your previous page.
  • Click "Cancel"to go to ManageDirect > Transfer > Summary.

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User Guide 286

Page Title: ManageDirect® > Establish a Conversion Account

What you can do on this page

This page allows you to create a Conversion Linked Account so you can convert paper savings bonds to electronic securities. You may also access How to Convert My Paper Bonds, Frequently Asked Questions, and Learn more about Linked Accounts.

NOTE: You may convert your bonds through SmartExchange once you have created a Conversion account. You will see “My Converted Bonds” in the account listing under Linked Accounts Information on your Account Summary page.

Primary Actions

  • Select "Create Account" to establish a conversion account. You will be directed to the Account Info page in your new account. You can begin the conversion process from the ManageDirect page.
  • Select "Return" to return to ManageDirect in your primary account.

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User Guide 287

Page Title: Account Type

What you can do on this page:

Choose the type of account you would like to open by selecting a radio button.

  • An Individual Account may be opened in your name.
  • An Entity Account may be opened by an individual, known as an account manager, who is authorized to act alone on behalf of an entity, or on behalf of an organization in its role as legal representative, legal guardian, or trustee.

    The forms of registration available for entities are Corporation, Partnership, Limited Liability Company (LLC), Professional Limited Liability Company (PLLC), Sole Proprietorship, Deceased Estate (legal representative of a decedent’s estate), Living Estate (guardian of an incompetent person or a minor), and Trust (Trustee of a Trust).

    See Learn more about Entity Accounts .

Primary Actions

  • Click "Submit" to proceed to the appropriate Account Application.
  • Click "Return" to discontinue the process and return to the Introduction page.

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User Guide 288

Page Title: Entity Account Application

What you can do on this page

Entity account managers can use this page to open entity accounts in TreasuryDirect.  Asterisks denote required fields.

Certain kinds of entities are permitted to open accounts in TreasuryDirect. An entity account must be opened by an individual (known as the entity account manager) who can legally act alone when managing the account on behalf of the entity or organization.  See Learn more about Entity Accounts for additional information on entities.

The entity account manager may submit an online application by completing:

  • Entity Information,
  • Account Manager Information,
  • Account Manager Contact Information,
  • Entity Bank Information, and
  • Submission sections.

The account registration in the Entity Name section must accurately reflect the legal instrument of authority. The Taxpayer Identification Number for the entity is required, as well as the Name Control code provided to the entity by the IRS.

If you leave the 'Give Your Account a Name' field blank, the account name will default to an abbreviated account name. You will be able to edit this personalized information at any time using the Account Info tab.

In the Entity Bank Information section, we encourage you to abbreviate or condense the Bank Name and Name(s) on the Account. Automated Clearinghouse (ACH) rules limit the amount of space we can provide.

In the Submission section you certify:

  1. You have provided the correct taxpayer identification numbers for both yourself and the Entity.
  2. The Entity is NOT subject to backup withholding.
  3. The Entity and you as the Account Manager are U.S. persons as defined by the IRS.

HELPFUL HINT: After establishing a TreasuryDirect Primary account, you may create Custom and Conversion accounts. Holdings for each Linked account are kept separately and can be accessed only through your Primary account.

Primary Actions

  • Click "Submit" to proceed to the Entity Account Application Review.
  • Click "Cancel" to delete your application and return to the Account Type page.

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User Guide 289

Page Title: Entity Account Application Review

What you can do on this page:

Review your information before submitting an application by double-checking the details you provided. You can select the "Edit" button to return to the Entity Account Application to make changes.

By clicking the "Submit" button, you agree to the following:

  1. You understand you are submitting an application for the establishment of an entity account in TreasuryDirect.
  2. You certify that you have been granted the legal authority to independently accept the terms and conditions as specified in the regulations for TreasuryDirect accounts on behalf of the entity.
  3. You agree, on behalf of the entity, to accept the IRS Form 1099-Substitute electronically instead of on paper for every year a statement is furnished for the entity.
  4. You certify that all other information on this form, including information about the entity’s account at a financial institution and your personal information, is true, correct, and complete.

NOTE: Wording on the Entity Account Application Review is specific to the type of entity account being established.

Primary Actions

  • Click "Submit" to proceed with the application process.
  • Click "Edit" to make changes to your application.
  • Click "Cancel" to delete your application and return to the Account Type page.

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User Guide 290

Page Title: Account Info > Contact Info Verification

What you can do on this page:

This page may periodically display, in an effort to ensure that the Entity and Account Manager contact information is up-to-date. The page will give you the options to verify or edit your current contact information.

Primary Actions

  • Click "Verify" to confirm the information displayed is correct.
  • Click "Edit" to update your account information.

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User Guide 290A

Page Title: Account Info

What you can do on this page:

This page allows you to view and edit current account information and provides valuable information about the account status. You may also access the entity’s Bank Information and History from this page.

Primary Actions

  • Click "Edit" to view or update your account information.

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