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Welcome to TreasuryDirect!

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This video will explain the types of Entity Accounts that are available

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and then walk through the steps of establishing an account for a corporation.

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A corporation is an entity that has been incorporated pursuant to state law.

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The Entity Account Manager must be a corporate officer or designated employee,

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authorized to act alone,

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and the Employer Identification Number of the corporation must be used to establish the account

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A partnership is when two or more individuals are doing business as a partnership

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including a Limited Liability Partnership.

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The Entity Account Manager must be a general partner, authorized to act alone,

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and the Employer Identification Number of the partnership

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or Social Security Number of a partner

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must be used to establish the account.

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A Limited Liability Company, or LLC, is an entity that has registered articles of organization, pursuant to state law.

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The Entity Account Manager must be a company official or designated employee,

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authorized to act alone,

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and the Employer Identification Number of the company, must be used to establish the account.

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A Professional Limited Liability Company, or PLLC,

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is an entity that has registered articles of organization pursuant to state law.

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The Entity Account Manager must be a company official or designated employee,

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authorized to act alone,

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and the Employer Identification Number of the company, must be used to establish the account.

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A Sole Proprietorship is an individual doing business as a sole proprietor.

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The Entity Account Manager must be the owner of the business,

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and the Employer Identification Number of the proprietorship,

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or the Social Security Number of the individual doing business as the proprietor,

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must be used to establish the account.

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A Deceased Estate is when an individual or organization is appointed by the court,

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according to state law, to act on behalf of the estate of a decedent.

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The Account Manager must be the court appointed legal representative,

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who has the authority to act alone,

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and the Employer Identification Number of the estate,

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or the Social Security Number of the decedent must be used to establish the account.

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A Court Appointed Living Estate is when an individual or organization is appointed according to state law,

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to act on behalf of the estate of an incompetent person,

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a minor, or other living person, such as a guardian or conservator of a ward.

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The Account Manager must be the court appointed individual legal guardian,

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who has the authority to act alone,

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and the Social Security Number of the ward must be used to establish the account.

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A Trust is an entity holding real or personal property,

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for the benefit of another or oneself,

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established by a written agreement or instrument,

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that sets out the authority, duties, and rights of the parties involved.

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The Account Manager must be the current trustee of the trust,

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who has the authority to act alone on behalf, of the trust,

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and the Entity Taxpayer Identification Number,

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used for IRS tax reporting,

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must be used to establish the account.

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To establish an account for a corporation, click Corporation, then Submit.

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First, enter the entity name.

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It is used as the registration of the account, and must accurately reflect the legal instrument of authority.

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You can also give your account a personalized name.

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This name does not reflect account ownership and it is not a required field.

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The Employer Identification Number must be used.

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And the IRS Name Control is generally the first four characters of the company name.

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For more information, go to WWW.IRS.GOV and search name control.

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Next, enter the Entity Street Address, including City, State, and Zip Code.

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The next section is for Account Manager Information.

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All of the required fields must be completed.

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Continue completing the fields for the Account Manager Contact Information.

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Once these fields are completed, enter the Entity Bank Information.

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And lastly, you will need to certify the Taxpayer Identification Numbers provided are correct,

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the entity is not subject to backup withholding,

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and that the entity and account manager are U.S. Persons.

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And click Submit.

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On the Review Page, verify that the information is correct and click Submit.

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You will then select an image and provide a caption to be associated with your account.

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When completed, click Submit

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Next, you will need to choose a Password, Password Reminder,

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and three security questions and provide answers to them.

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Then, click Submit.

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That's it! You've established a corporation account with the U.S. Treasury.

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Check your email to retrieve the TreasuryDirect Account Number.