FS Form 5396 Direct Deposit Sign-Up Form - treasuryscams-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part A, where you will enter the decedent’s information. Fill in the name, Social Security Number, and state of legal residence. Ensure that you have certified copies of death certificates ready for submission.
3. Move to Part B and mark the appropriate box indicating the circumstances under which you are using this form. This could be related to an estate that has been administered or is being settled according to state statute.
4. In Part C, list all persons entitled to the securities and/or payments. Include their names, basis of entitlement, and ages if they are under 21. If any are under legal disability, provide their details as well.
5. Complete Part D for each entitled person by detailing how you wish to distribute the securities or payments. Specify the type of distribution and include necessary banking information for direct deposit.
6. Finally, sign in Part E where all competent persons must certify that the information provided is accurate. Make sure signatures are done in front of a certifying officer who can validate your request.

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