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In the first section, 'DESCRIPTION OF BONDS', enter the total face amount of the bonds you wish to reissue. Include the issue date in mm/yy format and provide the bond numbers along with complete registration details.
Next, move to 'TRUST INFORMATION'. Fill in the Taxpayer Identification Number for the trust, names of grantors and trustees, and the date the trust was created. If applicable, list any beneficiaries.
For 'NEW BOND INSCRIPTION', provide either a Social Security Number or Employer Identification Number assigned to the trust. Specify how you want the bonds registered and include a mailing address for delivery.
Read through 'TAX LIABILITY NOTICE' carefully before completing Item 5. Mark either box 'a' or 'b' based on your tax liability status regarding accumulated interest on reissued bonds.
Finally, ensure all required signatures are completed in Item 6. Each signer must print their name and provide contact information as specified.
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