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Click ‘Get Form’ to open FS Form 5299 in the editor.
Begin by entering your Legacy Treasury Direct Account Number and Account Name in the designated fields. Ensure that this information matches what is on your Statement of Account.
In the 'Transactions Requested' section, mark the appropriate boxes for the transactions you wish to request, such as account consolidation or changes to your name, address, or payment information.
For each transaction type selected, provide the necessary details as prompted. For example, if changing your address, enter your new complete address accurately.
Complete the 'Signatures and Certification' section by signing and dating the form. If certification is required, ensure you do so in front of a certifying individual.
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