Page Title: Entity Account Application

Manage Direct

What you can do on this page:

Individuals authorized to act alone on behalf of certain entities or authorized to act on behalf of an organization in its role as legal representative, legal guardian, or trustee may open and manage entity accounts in TreasuryDirect. An authorized individual, known as an entity account manager, may submit an online application by completing the Entity Information, Entity Bank Information, Account Manager Information, Contact Information, and Submission sections.

The Entity Name (Registration) 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. See Learn more about Entity Accounts for additional information on entities.

If you do not furnish a Personalized Account Name, 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: If you don't have a Home Phone and/or Driver's License/State ID, type "None" in the Driver's License/State ID Number box or in the last text box of Home Phone.

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

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