How to use or fill out the TreasuryDirect form with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by filling in your Taxpayer Identification Number (SSN/EIN) in the designated field. Ensure accuracy as this information is crucial for processing your authorization.
- Next, provide your complete mailing address, including city, state, and ZIP code. This will be used for any correspondence regarding your TreasuryDirect account.
- Enter your daytime telephone number and email address. This contact information is essential for any follow-up communications.
- In the Authorization section, ensure you sign the form in the presence of a certifying officer. They will need to complete their certification and affix their official stamp or seal.
- Finally, review all entered information for accuracy before submitting. Once completed, mail the authorization form to the specified address provided in the instructions.
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