How to use or fill out fs form 3500 with our platform
- Click ‘Get Form’ to open the FS Form 3500 in the editor.
- Begin by entering the official use case or SR# at the top of the form. This helps in tracking your submission.
- Fill in the Customer Name and Customer No fields accurately, ensuring that all information is printed in ink or typed for clarity.
- In the section labeled 'Continuation Sheet for Listing Securities', provide details about the bonds. Include the ISSUE DATE, FACE AMOUNT, and BOND NUMBER as required.
- For the INSCRIPTION field, enter complete details such as Social Security Number, names (including middle names or initials), and addresses associated with the bonds.
- Finally, ensure you sign where indicated to validate your submission before saving or exporting your completed form.
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