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Click ‘Get Form’ to open the Transfer Request form in the editor.
Begin by filling in your TreasuryDirect Account Information. Enter your account number, account name, and Taxpayer Identification Number (SSN or EIN). Ensure accuracy as this information is crucial for processing your request.
In the Description of Securities section, indicate whether you want to transfer all securities, a specific list, or a partial amount. If opting for a partial transfer, specify the amount and ensure it meets the minimum requirements.
For transfers to another TreasuryDirect account, provide the recipient's account number and name. If transferring to a financial institution or brokerage firm, include their routing number and contact details.
Complete the Signatures and Certifications section. You must sign in front of a certifying officer who will verify your identity and complete their certification.

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Versions	Form popularity	Fillable & printable
2022	4.1 Satisfied (26 Votes)
2021	4.8 Satisfied (146 Votes)
2019	4.4 Satisfied (41 Votes)
2018	4.3 Satisfied (154 Votes)
2017	4.3 Satisfied (114 Votes)
2014	4 Satisfied (33 Votes)

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How do I transfer ownership of a Treasury bond?

Redeeming from Legacy Treasury Direct You may transfer the security to a TreasuryDirect account or to a bank, broker, or dealer for reinvesting.

How do you get your money out of the TreasuryDirect?

Fill out and send us FS Form 4000 and the bonds. In your TreasuryDirect account, you can: add another person as secondary owner. add or remove a beneficiary.

how do i transfer money from treasurydirect to bank account

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