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What form do I use to change beneficiary on U.S. Savings Bonds?

Fill out and send us FS Form 4000 and the bonds. In your TreasuryDirect account, you can: add another person as secondary owner. add or remove a beneficiary.

How to fill out FS form 5512?

0:52 3:31 How to Edit your Bank Account in TreasuryDirect - YouTube YouTube Start of suggested clip End of suggested clip And your taxpayer identification. Number usually your social security number section 2 is only usedMoreAnd your taxpayer identification. Number usually your social security number section 2 is only used if you are planning to redeem your securities in your treasury direct. Account.

Can you get a statement from TreasuryDirect?

The Account Statements will be available on the 1st business day of the month no later than 1pm Eastern Time. If the report is not available at that time or you have comments or concerns about the reports please contact The Federal Investments and Borrowings Branch at fedinvestor@fiscal.treasury.gov for assistance.

Where can I get a signed TreasuryDirect form?

Sign in ink in the presence of a docHubing officer or notary. Authorized docHubing officers are available at financial institutions, including credit unions, in the United States. Mail the completed authorization form to: Treasury Retail Securities Services, PO Box 9150, Minneapolis, MN 55480-9150.

What form do I need to get a lost US savings bond?

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 docHubing officer (available at a bank, trust company, or credit union).

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Who can docHub a TreasuryDirect account authorization form?

Who may docHub signatures in the U.S. We require the institutions seal or signature guarantee stamp. If the institution is an authorized paying agent for U.S. Savings Bonds, we require a legible imprint of the paying agents stamp. They may only docHub security transfers.

Where do I get a FS form 1522?

Treasury Retail Securities Services, P.O. Box 9150, Minneapolis, MN 55480-9150 (Phone: 844-284-2676--toll free.)

What is FS 1522 form?

FS Form 1522. Special Form of Request for Payment of United States Savings and Retirement Securities Where Use of a Detached Request Is Authorized. Request payment when use of a detached request is authorized. Sign this form in the presence of a docHubing individual.

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