ID.

me – Quick Start Guide

Thank you for your interest in the CERTS Grant Program. To access the CERTS Portal and
submit an application to the Treasury Department, a company representative first must
be registered with a username and password through the ID.me identity service. The
company representative that registers with ID.me will be the point of contact to access
the CERTS Portal to answer application questions, upload required documents, and
perform other administrative functions in the portal. The company representative that
registers with ID.me does not need to be a corporate officer.

What is ID.me?
ID.me is a certified commercial identity provider offering Identity Assurance Level (IAL)
2 and Authentication Assurance Level (AAL) 2 credentials. The requirements for
credentials to access the CERTS Portal are defined by NIST SP 800-63 v3 (Digital Identity
Guidelines).
No personally identifiable information will be retained by ID.me. Throughout the
process, your information will remain completely secure. The process does not require
a credit check.

How do I get an ID.me Username and Password?

Follow the steps below to receive a verified username and password. The entire
process should take 5-10 minutes.
To get started, visit the Treasury’s ID.me Enrollment Page.
We recommend using the email address you will use in
Step 1: Enter your email
your CERTS application for the CERTS “point of contact”
and select a password
at your company.
Step 2: Set up two-factor We recommend using a cell phone, however other
authentication options are available.
Submit a picture of a government-issued photo ID.
Step 3: Verify your identity
(If needed, you can call to verify your identity instead.)
When finished, you will receive a confirmation email allowing you to log in to Treasury’s
CERTS Portal with your new ID.me username and password.

What if I have questions?

Detailed enrollment instructions can be found in the following pages. For questions,
please refer to the ID.me + Treasury Help Page or email [email protected].
 CERTS Portal
Detailed Instructions to Create an
ID.me Account
June 2021
 Step 1: Launch Website & Sign Up
for ID.me
This document outlines the process for obtaining an ID.me credential to verify your identify, as
defined by NIST SP 800-63 v3, Digital Identity Guidelines. ID.me is a certified commercial identity
provider offering Identity Assurance Level (IAL) 2 and Authentication Assurance Level (AAL) 2
credential.

To access the CERTS Portal, all companies must have a representative registered with credentials
issued through ID.me. The role of the ID.me registrant is to complete the CERTS application,
upload required documents, and perform other administrative functions in the portal as part of
the grant process. The ID.me registrant does not need to be a corporate officer, but can be a
corporate officer. ID.me ensures Treasury knows the person accessing a government system.

Contents:
 Four-step process to register for an ID.me credential:
1. Launch Website & Sign Up (Slide 2)
2. Email Verification (Slide 3)
3. Two Factor Authentication Verification (Slides 4-5)
4. Identity Verification (Slides 6-28)
▪ Option 1: Upload photos of your license or State ID (Slides 8-15)
▪ Option 2: Virtual in-person identity proofing (Slides 16-28)
 Logging on to CERTS Portal once ID.me registration is complete (Slide 29)

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 Step 1: Launch Website & Sign Up
for ID.me
► Click the following link: https://portal.treasury.gov/cares/s/certs
▪ We recommend using Google Chrome for the best site performance
► Select Create an ID.me Account
► Input your email address and create a password
▪ Check box to accept terms of service and privacy policy
▪ Select Create an ID.me Account

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 Step 2: Email Verification

► ID.me will send a verification email with a 6-digit code

▪ Note that the confirmation code will expire after 15 minutes
► Select Confirm Your Email in the email message, and you will see a confirmation notice

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 Step 3: Two-Factor Authentication
► Select one of the options to set up two-
factor authentication:
▪ Text Message or Phone Call (Preferred)
▪ Push Notification
▪ Code Generator Application
▪ FIDO U2F Security Key
▪ Mobile Yubikey

► This document will walk through the first

option: Text Message or Phone Call

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 Step 3: Two-Factor Authentication
► Provide your information
▪ Enter your phone number
▪ Select Text message
▪ Select Continue
- You will receive a text message with a verification code
► Verify phone number
▪ Enter the 6-digit verification code from the text message sent to your phone
▪ Select Continue

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 Step 4: Identify Verification
► Congratulations! You have enabled two factor
authentication for your account.
► ID.me will send you an email notification that you
enabled two-factor authentication.

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 Step 4: Identify Verification
► Choose a method to verify your identity
▪ Option 1:
- Upload photos of your license or state ID
(Preferred)
- Upload a photo of your passport
- Upload a photo of your passport card
- *Note – you must use an active and valid
license, state ID, or passport
▪ Option 2:
- Go directly to Slide 16 if you don’t live in
the United States (International) to use
the virtual in-person option

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 Option 1: Upload Photos of Your License or State ID

► Step 1
▪ Check the box acknowledging Biometric Consent
and press Continue
▪ Choose how you would like to submit photos:
- Take a photo with my device
- Upload a photo

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 Option 1: Upload Photos of Your License or State ID

► Step 1 (continued)
▪ Enter your phone number
▪ Select Continue – a text message will be sent to your phone

9
 Option 1: Upload Photos of Your License or State ID

► Step 2
▪ Select the link that was sent via text
▪ NOTE: This link expires after 5 minutes
▪ Upload a picture of the front and back of your photo ID

10
 Option 1: Upload Photos of Your License or State ID
► Step 3
▪ Upload a selfie or face scan using the camera on your mobile device
▪ Once uploaded, ID.me will verify your identity automatically
- If ID.me cannot verify your information
from your license, you will need to input
your data manually

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 Option 1: Upload Photos of Your License or State ID
► Step 3 (continued)
▪ Once you have uploaded your ID photos
and completed your face scan, you will see
the “images submitted” message.
▪ Next, return to the browser where you
started creating your ID.me account.

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 Option 1: Upload Photos of Your License or State ID
► Step 4
▪ Enter your most recent home address and press Continue.
▪ Enter your Social Security Number and press Continue.

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 Option 1: Upload Photos of Your License or State ID

► Step 5
▪ Verify all information
▪ Check box – Accept the use of Fair Credit Reporting Act
▪ Select Continue

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 Option 1: Upload Photos of Your License or State ID
► Step 5 (continued)
▪ You will see a message that the system is
in the process of verifying your identity.
This may take up to 10 seconds.
▪ When your identify is verified, ID.me will
send you a congratulations email.

► If ID.me completed your identify verification, go to Slide 29.

► If ID.me could not complete your identify verification, follow the steps below for a virtual in-person
proofing.

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 Option 2: Virtual In-Person Identity Proofing
Follow these instructions if ID.me could not verify your identity or if you do not live in the U.S.

► Select Verify Identify via Video Call or Get Started (for whichever screen you see)

Unable to Verify International

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 Option 2: Virtual In-Person Identity Proofing
► When you are ready to begin, select Get Started
► Confirm that your personal information shown on the screen is accurate and select Continue

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 Option 2: Virtual In-Person Identity Proofing
► Confirm that the address shown on the screen is your current or most recent address and select
Continue
► If requested, enter and confirm your Social Security number
► Click Continue

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 Option 2: Virtual In-Person Identity Proofing

► Upload:
o Two primary IDs
OR
o One primary and two secondary IDs
► For a list of Primary and Secondary ID types, select
What is a Primary or Secondary Document?
► Use the drop-down menus to select the ID types you
are using

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 Option 2: Virtual In-Person Identity Proofing

► Upload photos of your documents from your computer or by taking pictures with your mobile
phone, then select Continue

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 Option 2: Virtual In-Person Identity Proofing
► Enter your mobile phone number and
select Continue
► You will be texted a link to capture a
photo of yourself (selfie capture)

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 Option 2: Virtual In-Person Identity Proofing

► Select the link that was sent via text

► Upload a selfie or face scan using the camera on your mobile device
▪ Once uploaded, ID.me will verify your identity automatically
- If ID.me cannot verify your information,
you will need to input your data manually

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 Option 2: Virtual In-Person Identity Proofing

► Next, return to the browser where you started creating your ID.me account.
► Verify your personal information, then select Continue

► If not prompted for a video call, proceed to slide 29

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 Option 2: Virtual In-Person Identity Proofing

► At the bottom of the Confirm Your Information page (seen on slide 23), you will see Common
rejection reasons and a checkbox indicating you have your physical documents ready for the call

► Once you have your documents, check the

box and then select Continue

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 Option 2: Virtual In-Person Identity Proofing

► If ready for submission, click Submit Documents

► If you want to review your submission, change uploaded documents, or update information,
click Close. Verify your personal information, then select Continue

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 Option 2: Virtual In-Person Identity Proofing

► After submitting your documents, you will be directed to a virtual waiting room to meet with an
ID.me Trusted Referee
► Check the box that you have your original documents to show the Referee on camera

► Click Continue

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 Option 2: Virtual In-Person Identity Proofing

► You will be placed in a waiting room and will see a pop-up with estimated wait time
► You will be automatically redirected to the meeting page to begin the video call

► Click Start Video Call

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 Option 2: Virtual In-Person Identity Proofing

► The Trusted Referee will ask you to do the follow:

▪ Verbally approve call to be recorded for quality assurance
▪ Confirm information (name, address, date of birth, Social Security Number)
▪ Show your documents through the camera
▪ Allow the Trusted Referee to take a screenshot of you for selfie matching

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 Log on to CERTS Portal

► Once ID.me identity verification is complete, you will receive a confirmation email and will be
redirected to the CERTS Portal.
▪ Sign in to the CERTS Portal with your ID.me email and password
► You will be prompted to complete dual-authentication
▪ Receive authentication code via phone
▪ Select Continue on the next two screens

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