For official use only: 2026

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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