5336-2026

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The document is FS Form 5336, used for the disposition of United States Treasury Securities belonging to a decedent's estate that is not being administered through the court. It outlines the process for a voluntary representative to apply for acting on behalf of the estate, request payment or transfer of securities, and distribute related payments. The form includes sections for providing estate information, eligibility criteria for representatives, types of disposition requests, and necessary certifications. It emphasizes legal responsibilities and requirements for completing the form accurately.

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Click ‘Get Form’ to open it in the editor.
In Part A, provide the decedent's name, Social Security Number, and jurisdiction of legal residence. Ensure you submit certified copies of death certificates for all deceased registrants.
Move to Part B and mark the box that represents your eligibility to act as a voluntary representative. Only blood relatives or surviving spouses can complete this section.
In Part C, select the type of disposition you are requesting: payment, transfer of securities, or distribution. Follow the prompts based on your selection.
Complete Parts D, E, or F as applicable based on your previous selections. Provide detailed information about securities and payment instructions.
Finally, sign in Part G in the presence of a certifying officer and ensure all required information is accurate before submission.

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A local bank or other financial institution may be willing to cash E, EE, or I savings bonds for a court-appointed representative of an open-administered estate. Banks cannot cash H or HH bonds. Please contact your bank for instructions.

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On the Summary page, choose the securities you want to transfer and click Submit. On the Transfer Type page, choose External and click Submit. A page will display with a link to a Transfer Request (FS Form 5511) needed to complete your transaction.

What is a form 5336?

FS Form 5336. Disposition of Treasury Securities Belonging to a Decedents Estate Being Settled Without Administration. Use for disposition and/or payment according to the Order of Precedence For Voluntary Representatives. Sign this form in the presence of a docHubing individual.

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