Help & sources

Avoid delays and mismatches

• Use your name exactly as it appears on your Social Security card (legal name).
• Avoid nicknames. Keep spaces, hyphens, and apostrophes the same (for example, “De La Cruz”, “Smith-Jones”, “O’Neil”).
• Compound last names: enter the full last name in the Last name field.
• Middle name is optional—use your full middle name or middle initial if that’s what you use on official records.
• If your name changed recently (marriage/divorce), use the Social Security card name until it’s updated.

Match the child’s Social Security card

• IRS i4547 (Part II—Name) says to check that both the name and SSN on Form 4547 match the child’s Social Security card.
• Use the child’s legal name (including spaces, hyphens, apostrophes, and compound last names).
• Middle name is optional—use the full middle name or initial if that’s what appears on official records.

Enter the parent/guardian date of birth. If you’re unsure about formatting or the date differs across documents, add your question/context below.

Format: YYYY-MM-DD.

Enter the child’s date of birth exactly as it appears on official records. This is used for Form 4547 Part II and helps determine age-based eligibility (for example, the Pilot Program DOB window).

• Format: YYYY-MM-DD.
• IRS i4547 Pilot Program eligibility includes being born after Dec 31, 2024 and before Jan 1, 2029.
• If documents disagree, add context in the question box.

Enter a daytime phone number where you can be reached. We use this to contact you if there’s a question about your submission.

• US numbers: include area code (10 digits).
• Non‑US numbers: include country code (E.164 format like +44… or +1…).
• This is required by the app so we can contact you quickly if needed.

Enter an email address you check regularly. If we have a question about your submission, email can be the fastest way to reach you.

• Double-check spelling (missing characters are the most common issue).
• This is required by the app so we can contact you quickly if needed.

Enter your mailing street address (number and street). IRS instructions for Form 4547 say to enter a box number only if your post office doesn’t deliver mail to your street address.

If you receive mail at both a street address and a P.O. box, use the street address here and add any special delivery details in the question box.

Add your apartment, suite, or unit number (if any). Leave blank if it doesn’t apply.

County is optional. IRS instructions note that the word “county” includes a parish or any other equivalent subdivision of a state or territory of the United States.

Select your U.S. state or territory for a U.S. address.

Enter your ZIP code for a U.S. address (5 digits, or ZIP+4 if you know it).

Enter your country for a foreign address. IRS instructions say: Don’t abbreviate the country name.

Province/state/county for your foreign address. IRS instructions say to follow the country’s practice for entering the name of the province, county, or state.

Postal code for your foreign address. IRS instructions say to follow the country’s practice for entering the postal code.

If the child’s home address is the same as the parent/guardian (Part I), check this box. Otherwise, complete the child’s address fields.

If the child doesn’t live at the parent/guardian address, enter the child’s street address. IRS i4547 also notes for addresses to enter a box number only if the post office doesn’t deliver mail to the street address.

Add the child’s apartment, suite, or unit number (if any). Leave blank if it doesn’t apply.

County is optional. IRS instructions note that the word “county” includes a parish or any other equivalent subdivision of a state or territory of the United States.

Select the child’s U.S. state or territory for a U.S. address.

Enter the child’s ZIP code for a U.S. address (5 digits, or ZIP+4 if you know it).

Enter the country for the child’s foreign address. IRS instructions say: Don’t abbreviate the country name.

Province/state/county for the child’s foreign address. IRS instructions say to follow the country’s practice for entering the name of the province, county, or state.

Postal code for the child’s foreign address. IRS instructions say to follow the country’s practice for entering the postal code.

Enter your relationship to the child (for example: Parent, Guardian). If custody/guardianship is complicated, add context below.

Check if you are authorized to open the account for this child (for example, you’re the parent/guardian or otherwise authorized under the IRS instructions).

Only check if the child qualifies and you want the $1,000 Pilot Program Contribution. Requirements include DOB window, U.S. citizenship, qualifying child status, and a valid SSN (see instructions).

This question helps us understand what families want to do. This app doesn’t make contributions yet.

• IRS instructions describe several contribution sources during the growth period (including the $1,000 pilot program contribution, employer contributions, and “other sources” like parents or other people).
• The IRS instructions say contributions cannot be made before July 4, 2026.
• The IRS instructions say the total of “other contributions” are generally subject to an annual limit of $5,000 (with cost-of-living adjustments after 2027).

If contributions become available, this amount is meant to reflect your intended annual contribution amount from “other sources” (for example, a parent/guardian).

IRS i4547 describes an aggregate annual limitation of $5,000 for “other contributions” during the growth period (with cost-of-living adjustments after 2027).

This question helps us understand what integrations people want. This app doesn’t connect accounts yet.

• IRS instructions say Trump accounts must have a trustee (a bank or an IRS‑approved nonbank trustee).
• During the growth period, Trump accounts can only be invested in eligible investments (generally mutual funds or ETFs that track an index of primarily U.S. companies and meet certain requirements).
• Which brokerages/apps support Trump accounts may depend on trustee/platform availability.

Pick the investment/brokerage app you’d most want to use if Trump account integrations become available. This helps us prioritize future support.