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Transfer Request - Treasury Direct - treasurydirect 2025

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The document is a TreasuryDirect Transfer Request Form (FS Form 5511) used to request the transfer of securities within TreasuryDirect accounts. It includes sections for account information, descriptions of securities to be transferred, tax liability notices, and certifications required for processing the transfer. The form emphasizes the importance of accurate information and compliance with tax regulations related to savings bonds and other securities.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to transfer ownership of Treasury bonds?

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.

What happens to a TreasuryDirect account when the owner dies?

Upon the death of the owner, the security becomes the property of the surviving beneficiary, despite any attempted testamentary disposition or any applicable local law to the contrary. (v) If the beneficiary does not survive the owner, the security belongs to the estate of the owner.

How to transfer money out of TreasuryDirect?

In Treasury Direct, when you buy a Treasury marketable security, you must hold it in your TreasuryDirect account for 45 days before selling or transferring it. This means you cant sell or transfer a 4-week bill from TreasuryDirect because it matures in less than 45 days.

What is the 45 day rule for TreasuryDirect?

You can call us from 8 a.m. to 6 p.m. ET, Monday through Friday, at 844-284-2676. The annual purchase limit for Series I savings bonds in TreasuryDirect is $10,000.

Can you transfer ownership of treasury bonds?

Once in your TreasuryDirect account, the bond will be registered in your name alone. You can then add either a secondary owner or beneficiary. Once you have a TreasuryDirect account, you can convert other paper bonds you own to electronic bonds.

how do i transfer money from treasurydirect to bank account

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Can treasuries be transferred?

Within TreasuryDirect You may transfer a security to a primary account, custom account, or minor linked account. If you are transferring the security to another primary account, you will need the recipients Social Security Number and TreasuryDirect account number.

Can I transfer my bond to someone else?

For electronic savings bonds as gifts, both you and the recipient must have a TreasuryDirect account. TreasuryDirect is the official United States government application in which you can buy and keep savings bonds. You can gift a savings bond to adults or children.

Transfer Request - Treasury Direct - treasurydirect 2025

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