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The document is an official form (PD F 5446) from the U.S. Department of the Treasury, Bureau of the Fiscal Service, used for requesting offline transactions related to TreasuryDirect accounts that cannot be completed online. It outlines various transaction types such as account name changes, corrections to personal information, redemptions, and transfers of securities. The form includes detailed instructions on how to fill it out, required supporting documentation for different scenarios (e.g., decedent's estate), and emphasizes the importance of accuracy and legal compliance in submissions.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (206 Votes)
2019	4.4 Satisfied (90 Votes)
2017	4.3 Satisfied (126 Votes)
2014	4.4 Satisfied (324 Votes)
2014	4.2 Satisfied (30 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I get TreasuryDirect account authorization?

If you open an account and are asked to send us an Account Authorization form, you must submit the form before you can access your account. Don't forget to have your signature certified. If you've had trouble accessing your account, please try again. Recent changes we made may enable you to log in now.

Why do I have to fill out form 5444?

However, a small percentage of people run into an issue with ID verification. They are asked by TreasuryDirect to get a signature guarantee on a paper form FS 5444. TreasuryDirect uses an automated third-party service to run ID verification. Many other financial institutions do the same for opening accounts online.

What is an FS form 1522?

If the bond cannot be cashed at a local bank, the surviving registrant must complete a Special Form of Request for Payment of United States Savings and Retirement Securities Where Use of a Detached Request Is Authorized (FS Form 1522).

Do husband and wife need separate TreasuryDirect accounts?

A married couple must open two separate TreasuryDirect accounts if both spouses wish to purchase I Bonds. Each account is limited to purchasing $10,000 per person per calendar year, so if you want to purchase $20,000 in a year, you need two accounts.

Why do I need TreasuryDirect account authorization?

Some accounts need additional identity verification In some cases, investors must fill out an account authorization form to prevent fraud, according to a Treasury official. This requires signing the form at a bank or credit union, notated with a \u201csignature guarantee,\u201d before mailing it back.

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Why does TreasuryDirect require Medallion Signature Guarantee?

Common reasons for needing a medallion signature guarantee A medallion signature guarantee must be completed in person because it confirms your identity, signature and legal authority to transfer securities.

Why do I have to fill out form 5444?

How do I replace lost EE savings bonds?

To request a substitute electronic bond in a TreasuryDirect account: Fill out and sign FS Form 1048 (download or order) Take the filled-out form to your financial institution to sign and have your signature certified according to the instructions on the form. Mail the completed form to the address on the form.

How do you redeem lost US savings bonds?

To file a claim for a savings bond that is lost, stolen, or destroyed, complete a Claim for Lost, Stolen, or Destroyed United States Savings Bonds (FS Form 1048). Please sign the form in the presence of an authorized certifying officer (available at a bank, trust company, or credit union).

Who can certify FS form 5444?

The latest edition of the Account Authorization form FS 5444 requires a signature guarantee from either a certifying officer at a financial institution or a notary. Getting it signed by a notary public is much easier than getting it from a bank or credit union.

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How do I get TreasuryDirect account authorization?

Why do I have to fill out form 5444?

What is an FS form 1522?

Do husband and wife need separate TreasuryDirect accounts?

Why do I need TreasuryDirect account authorization?

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People also ask

Why does TreasuryDirect require Medallion Signature Guarantee?

Why do I have to fill out form 5444?

How do I replace lost EE savings bonds?

How do you redeem lost US savings bonds?

Who can certify FS form 5444?

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