FS Form 1455 Request by Fiduciary for - TreasuryDirect-2025

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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.
Sign in ink in the presence of a certifying officer or notary. Identification may be required. 2. Authorized certifying officers are available at financial institutions, including credit unions, in the United States.
Get your signature certified, if necessary. (If the value of the bond(s) you are cashing is more than $1,000, you will need to have your signature certified. See FS Form 1522 for more about the signature requirements.)
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).
Go to your TreasuryDirect account. Choose the ManageDirect tab. Under Manage My Taxes, choose the relevant year. Near the top of your Taxable Transaction Summary, choose the link to view your 1099.
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Certification by a Notary public is NOT acceptable. Acceptable certifications include a financial Institutions Official Seal or Stamp (such as Corporate Seal, Signature Guaranteed Stamp, or Medallion Stamp). Brokers must use a Medallion Stamp.

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