Fs form 5336-2025

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  1. Click ‘Get Form’ to open fs form 5336 in the editor.
  2. 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.
  3. Move to Part B and mark the box that represents your eligibility as a voluntary representative based on the Order of Precedence.
  4. In Part C, select whether you are requesting payment or distribution of securities by marking the appropriate box.
  5. If requesting payment, complete Part D with your details and describe the securities involved. If distributing, skip to Part E and list the distributee's information.
  6. Finally, sign in Part F in front of a certifying officer who will also sign and stamp the form.

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2021 4.8 Satisfied (137 Votes)
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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.
TO PAY BONDS TO A VOLUNTARY REPRESENTATIVE OF A NONADMINISTERED ESTATE: The person applying as voluntary representative must complete a Disposition of Treasury Securities Belonging to a Decedents Estate Being Settled Without Administration (FS Form 5336).
The Education Tax Exclusion The IRS lets you avoid paying taxes on interest earned by Series EE and Series I savings bonds when you redeem them if you use the money toward qualified higher education costs for yourself, your spouse, or any of your dependents.