SPECIAL FORM OF REQUEST FOR PAYMENT OF UNITED - treasurydirect 2026

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The document is a form (FS Form 1522) issued by the Department of the Treasury for requesting payment of United States Savings and Retirement Securities. It outlines the necessary information required from the customer, including bond descriptions, payment requests, delivery instructions, and certification by a financial officer. The form emphasizes the importance of accurate information and legal compliance in processing payments.
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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin with Section 1, 'DESCRIPTION OF BONDS.' Enter the names of the bond owners and provide the issue dates and serial numbers for each bond. If more space is needed, attach a PDF 3500 or additional paper.
  3. In Section 2, 'REQUEST FOR PAYMENT,' select whether you want full payment or partial payment. If opting for partial payment, specify the amount. Ensure to include the Taxpayer Identification Number for the payee.
  4. Proceed to Section 3, 'DELIVERY INSTRUCTIONS.' Fill in your bank account details including account type, number, routing number, and financial institution name.
  5. Finally, complete Section 4 by signing the form in front of a certifying officer. Provide your printed name and contact information as required.

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sending savings bonds to us If you are asking us to pay you for paper savings bonds, send the physical bonds (signed or unsigned) along with the form and mail them to us at the address shown on FS Form 1522.
Theyre required to file additional paperwork to prove their identity before they can open a TreasuryDirect account. To do so, you must fill out Form 5444 , which is designed to prevent fraud when opening the online TreasuryDirect account.
FS Form 1851 (Revised January 2025) Request to Reissue United States. Savings Bonds to a Personal Trust. IMPORTANT: Follow instructions in filling out this form. Making any false, fictitious, or fraudulent claim or statement to the United States is a crime and may be prosecuted.
One or more fiduciaries (individual or corporate) must use this form to request distribution of United States Treasury Securities to the person lawfully entitled due to distribution of a trust or an estate or other reasons set out in the instructions.
You can call us from 8 a.m. to 5 p.m. ET, Monday through Friday. Please expect long wait times if you need an agent. Cases you send by mail may take us as long as 13 weeks to process. Processing of FS Form 5444, for account authorization, currently takes about eight weeks.

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People also ask

In order to open a TreasuryDirect account, an individual or entity account manager must have a valid Social Security Number (SSN), be 18 years of age or over, and be legally competent. An entity must have a valid SSN or Employer Identification Number (EIN).
FS Form 5444 - TreasuryDirect Account Authorization.

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Apr 15, 2015 If you enrolled someone who is not claimed as a dependent on your tax return or for more information, see the instructions for Form 8962.

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