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Welcome to TreasuryDirect!

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This video will show you how to open an Entity Trust Account.

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Trust Accounts require an Entity Account Manager

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who must be a Trustee

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and must have the authority to act alone on behalf of the trust.

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If the Account Manager meets both of these requirements,

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select the Trust Registration and click Submit.

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You must first enter the Entity name or Registration.

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As you can see in the examples,

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the Entity name must contain the name of the Grantor or Grantors

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and the name of the Trustee or Trustees.

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The date of the trust is required,

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unless the trust is established under a will.

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Next, you can give your account a personalized name.

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This name does not reflect account ownership,

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and it is not a required field.

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For the Entity Taxpayer Identification Number,

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you will use either the Employer Identification Number of the trust,

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or the Social Security Number of the Grantor.

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For the IRS Name Control,

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you will typically use the first four characters

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of the taxpayer's last name.

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Next, enter the Entity Street Address,

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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 Manger Contact Information.

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Once these fields are completed,

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enter the Entity Bank Information.

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And lastly,

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you will need to certify that the Taxpayer Identification Numbers

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provided are correct,

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the Entity is not subject to backup withholdings,

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and that the Entity and Entity Account Manager are U.S. Persons.

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Then, click Submit.

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On the Review Page,

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verify that the information is correct

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and click Submit.

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You will then need to select an image

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and provide a caption to be associated with your account.

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When completed, click the Submit button

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Next, you will need to choose a Password,

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Password Reminder,

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and Three Security Questions and provide answers to them.

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Then, click the Submit button.

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That's it! You have established a Trust Account with the U.S. Treasury.

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Check your email to retrieve your TreasuryDirect Account Number.