What information do I need to enroll my non-personal account (Business, Organization, Custodial, Representative Payee, Trust, or Estate)?

For a business or organizational account, you will need the business/organization account number and the Tax ID Number Patriot has on file for the business or organization – this could be a Social Security Number in the case of a Sole Proprietorship, or an EIN Number. For non-personal accounts, you will need the Social Security or Tax ID Number for the individual or entity and the Account Number.  To complete the enrollment process, you will need access to the email address Patriot has on file for the business.  If you’re not sure what email address is on file, contact us to confirm or update it prior to beginning enrollment.