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  1. Click ‘Get Form’ to open the For official use only: document in the editor.
  2. Begin by filling in the 'Customer Name' and 'Case Number' fields. Ensure that all information is printed in ink or typed for clarity.
  3. In the 'TreasuryDirect Account Information' section, provide your TreasuryDirect Account Number, Account Name, and Taxpayer Identification Number (SSN or EIN). If transferring from a linked account, include only that account number.
  4. For the 'Description of Securities', select whether you want to transfer all securities, those listed on an attached list, or specific securities. Fill in the required details such as Confirmation Number and CUSIP No. if applicable.
  5. Complete the 'Transfer to Another TreasuryDirect Account' section by entering the recipient's account details. Mark any relevant boxes regarding transfers between spouses or due to divorce.
  6. If transferring to a financial institution, fill out their details including Routing Number and Agent or Broker information. Ensure all sections are completed accurately to avoid delays.
  7. Finally, sign and date the form in front of a certifying officer at a bank or credit union. Make sure they complete their certification before submitting your form.

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2022 4.1 Satisfied (26 Votes)
2021 4.8 Satisfied (146 Votes)
2019 4.4 Satisfied (41 Votes)
2018 4.3 Satisfied (154 Votes)
2017 4.3 Satisfied (114 Votes)
2014 4 Satisfied (33 Votes)
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Department Use means for use by Department employees, or by Departmental employees or staff augmentation consultants (i.e. temporary, term or Contract professional or service personnel or employees who work in Department facilities and whose work is supervised or managed by the Department), in the performance of
The Government will mark all UCI information/material as FOR OFFICIAL USE ONLY (FOUO). This category identifies information that is exempt from mandatory release under the provision of the Freedom of Information Act (FOIA). FOUO is not a security classification, it is protective marking /caveat.
The standard CUI marking is the acronym CUI. This marking will appear centered across the top of every page of any document with sensitive information in bold font, large enough to be readily visible. This marking replaces legacy markings such as For Official Use Only (FOUO) or Sensitive But Unclassified (SBU).
Mark the records ``For Official Use Only, and tell the recipient the information is exempt from public disclosure under the FOIA and whether it needs special handling.
CUI is not a classification. Therefore, information cannot be classified as CUI; rather, this type of information is designated as CUI. In some cases, CUI designations replace For Official Use Only (FOUO) and Sensitive but Unclassified (SBU) designations and markings.
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