How to use or fill out form 5446 with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by completing Part A, which requires your TreasuryDirect account name, number, and Taxpayer Identification Number. Ensure all information is accurate.
- Select the transactions you wish to request by checking the appropriate boxes in Part A. You can choose multiple options if necessary.
- If applicable, complete Part B for redeeming savings bonds. Specify whether you want a full or partial redemption and provide necessary details.
- For transfers between accounts, fill out Part C-1 or C-2 as needed. Indicate the securities being transferred and provide recipient account details.
- Complete Parts D and E if you need to edit registration or change account information. Follow the instructions carefully for each section.
- Finally, sign in Part F in the presence of a certifying officer to validate your request before submitting the form.
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