Treasury direct form 5512-2026

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  1. Click ‘Get Form’ to open the TreasuryDirect Form 5512 in the editor.
  2. Begin by entering your TreasuryDirect Account Number and Account Name in the designated fields. If you want to apply this bank information to other accounts, list those account numbers as well.
  3. In the 'Add (Edit) Bank Information' section, provide the complete details of your bank account. Fill in the Bank Name, Routing Number, Account Number, and Name(s) on Account. Select whether it is a Checking or Savings account.
  4. If you wish to add another bank account, repeat step 3 for additional entries. Ensure that you mark one as your Primary Bank if desired.
  5. Proceed to the 'Signatures and Certifications' section. Remember, you must sign this form in front of a certifying officer who will complete their part of the certification.

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