Help filing form fs 5336 treasury dept 2015-2026

1. Click ‘Get Form’ to open the help filing form FS 5336 in the editor.
2. In Part A, provide the decedent's name, Social Security Number, and jurisdiction of legal residence. Ensure you submit certified copies of death certificates for all deceased registrants.
3. Move to Part B and mark the box that represents your eligibility to act as a voluntary representative. Review the Order of Precedence carefully before selecting.
4. In Part C, select the type of disposition you are requesting by marking the appropriate box. Depending on your choice, continue to either Part D, E, or F.
5. If requesting payment in Part D, fill in your name, Social Security Number, and mailing address. Describe the securities and provide payment information for direct deposit.
6. For transfers in Part E, provide your details and securities identification. Include routing numbers and any special handling instructions required by your financial institution.
7. In Part F, enter details for each distributee including their name and address. Specify how much they will receive from the securities listed.
8. Finally, complete Part G by signing in front of a certifying officer who will also need to sign and stamp the form.

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