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To open an Entity TreasuryDirect account, you need:

Sample check with routing number in the lower left corner of the check followed by the account number.
  1. A Taxpayer Identification Number
  2. (Social Security Number or Employer Identification Number for an entity)

  3. Authority to act as an entity account manager for the entity.

  4. A United States Address of Record
  5. for the entity and the entity account manager

  6. A Checking or Savings Account

  7. You'll need to know the account and routing numbers.

  8. An E-mail Address

  9. (e.g.,

  10. IRS Name Control

  11. A Web Browser That Supports 128-Bit Encryption

  12. This site is optimized for Internet Explorer.

For requirements to act as an entity account manager, see Learn More about Entity Accounts.

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